Rough Road Ahead for US Commercial Real Estate but Industrial CRE Is Rooted to Outperform Others
US CRE shows bleak prospects for 2024 due to structural demand decline for office space. CRE loan delinquency on the rise for five sequential...
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Conditions Continue To Improve; EM Buy Signal; Growth Outperforming; Gold Vs. SPX Downtrend Intact
Emerging markets (EEM) appear to be bottoming; one attractive buy candidate is JD.com (JD). We also highlight buy opportunities within Energy...
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U.S. Equity Strategy:Â S&P 500 Fails at Resistance
We remain skeptical of the market's upside potential, as we are not sure if anything actually changed in Fed policy, or as a result of the...
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The Global Plays on Growing Demand for Last Mile Industrial Real Estate
This report is an introduction to 28 publicly traded industrial real estate companies from around the world. In two reports, Still “Early Days”...
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