CAPITALIZING ON CHANGE
The Great Reset
Evaluating The Structural Market Shift
The Great Reset
Evaluating The Structural Market Shift
THEMATIC STRATEGY: RESPONDING TO SPECIAL SITUATIONS CREATED BY STRUCTURAL MARKET RESET
Our theory is that the commercial real estate market is undergoing a structural reset—a transformation driven by the rising interest rate environment, behavioral shifts from the pandemic, and the looming maturity wall of loans originated during the low-rate era.
Understand the Ongoing Structural Reset
Learn Strategies for Alpha Generation
Beyond a New Economic Cycle
Pattern Recognition of Historical Cycles
Investing Before the "All Clear"
Reset Valuations; Historic Entry Points
The Coming Maturity Wall
Supply/Demand Imbalance
Flight to Quality
The Complexity Premium
Understanding Market Bifurcation
Post Pandemic Behavioral Impact