Insights | CenterSquare Portal

May 2019

CenterSquare Listed Infrastructure Insider May 2019

A quarterly analysis of the outlook for global listed infrastructure and the major drivers impacting returns in global utilities, transports, energy and telecom.

Mar 2019

CenterSquare REIT Cap Rate Perspective - 1Q 2019

A proprietary analysis of the gap between public and private real estate market pricing.

Jan 2019

A Moderating Core Shifts Focus to REITs in 2019

CenterSquare's quarterly webinar discusses the options real estate investors are facing given a potential decline in core real estate returns in 2019 and beyond.

Jan 2019

A Moderating Core Shifts Focus to Non-Core Options in 2019

Core real estate returns are in the process of a moderation that is more significant than many acknowledge, and investors should consider alternatives in non-core strategies.

Jan 2019

CenterSquare Listed Infrastructure Insider January 2019

A quarterly analysis of the outlook for global listed infrastructure and the major drivers impacting returns in global utilities, transports, energy and telecom.

Dec 2018

CenterSquare REIT Cap Rate Perspective - 4Q 2018

A proprietary analysis of the gap between public and private real estate market pricing.

Dec 2018

Interest Rates Rise and REITs Outperform

An examination of the recent outperformance of REITs in the face of rising rates and equity market volatility.

Oct 2018

Enhancing Late Cycle Equity Allocations with Infrastructure

An analysis of global listed infrastructure as a medium to enhance the durability and return potential of a global equity or global equity income allocation.

Oct 2018

What Does Recent Market Turmoil Mean for REITs?

A discussion on the drivers of recent market volatility, relative performance during this period and where we believe capital will migrate in this new environment. View >>

Oct 2018

CenterSquare Listed Infrastructure Insider October 2018

A quarterly analysis of the outlook for global listed infrastructure and the major drivers impacting returns in global utilities, transports, energy and telecom.

Sep 2018

CenterSquare REIT Cap Rate Perspective - 3Q 2018

A proprietary analysis of the gap between public and private real estate market pricing.

Jul 2018

The REITs vs FAANG Valuation Showdown

A discussion on how the valuation case for REITs makes the sector a compelling hedge against elevated FAANG stock valuations and the changing pricing dynamics in sectors being impacted by secular trends such as retail and office.

Jul 2018

CenterSquare REIT Cap Rate Perspective - 2Q 2018

A proprietary analysis of the gap between public and private real estate market pricing.

Jun 2018

The REITs vs FAANG Valuation Showdown

Are FAANG stocks worth 50% of the value of the U.S. commercial real estate market? That is the investment challenge posed by today’s equity market.

May 2018

Why Infrastructure Now

An examination of the increasing use of listed infrastructure as part of a complete institutional real asset allocation.

May 2018

Amazon's Challenge to Institutional Real Estate

Amazon’s search for HQ2 underscores the shift in real estate preferences from gateway to primary secondary markets for both tenants and investors.

Apr 2018

Mind the Gap

A discussion on the disparity in the valuation of REITs relative to private real estate, using proprietary research to gain insight into the future direction of values. View >>

Mar 2018

CenterSquare REIT Cap Rate Perspective - 1Q 2018

A proprietary analysis of the gap between public and private real estate market pricing.

Feb 2018

ESG and REIT Investment Strategies

ESG factors should be considered within a REIT portfolio, and managing ESG risks is not only crucial for real estate assets, but it also generates long-term value.

Feb 2018

Exiting the Plateau: CenterSquare's 2018 Global REIT Market Outlook

Attractive valuations are coinciding with improving fundamentals to paint an optimistic picture for REITs in 2018.

Nov 2017

The Fate of Real Estate in New Economy Retailing

A discussion on e-commerce penetration that could grow to render 44% of mall retail square footage obsolete over the next 5-7 years, and how real estate investors may navigate this difficult sector.

Nov 2017

CenterSquare Listed Real Estate Market Commentary November 2017

Aug 2017

CenterSquare Listed Real Estate Market Commentary August 2017

Jul 2017

The Case for an Infrastructure Investment Trust

With infrastructure in the legislative spotlight, there is an opportunity to unlock a much needed wave of new investment by tapping into private capital.

May 2017

Transforming Real Estate for the New Economy

A discussion on the opportunity to transform obsolete or suboptimal real estate, to capture changing demand patterns in the new economy.

May 2017

CenterSquare Listed Real Estate Market Commentary May 2017

Feb 2017

CenterSquare Listed Real Estate Market Commentary February 2017

Feb 2017

Approaching Growth: U.S. REIT Investment Strategy

An outlook on U.S. commercial real estate, highlighting the most meaningful factors likely to impact various REIT sectors in 2017.

Jan 2017

Investing in Trumps Infrastructure Plan

Trump's policies indicate a clear directive to increase investment in U.S. utility, energy, and transportation infrastructure, and lighten the regulatory environment in which these industries operate.

Nov 2016

CenterSquare Listed Real Estate Market Commentary November 2016

Oct 2016

America's Quiet Infrastructure Boom

Regardless of the outcome of the election, America's infrastructure boom is coming, and with it, a significant opportunity for private capital.

Sep 2016

Dynamic Disruption: Technology Reinvents Real Estate

An examination of the impact of technology on the U.S. REIT market, identifying its historical winners and losers and the strategies we believe will be successful going forward.

Aug 2016

Beyond the Gateway

A proposition that Gateway Markets no longer offer an attractive opportunity for the marginal commercial real estate investment dollar. Instead, we recommend a list of Preferred Major Markets - specific major U.S. markets with underappreciated fundamentals, valuations, and risk characteristics.

Aug 2016

CenterSquare Listed Real Estate Market Commentary August 2016

Jun 2016

The Case for Income Producing Real Assets

An examination of the potential for enhanced income and risk-adjusted returns from an allocation to income producing real assets, accessible via listed real estate and infrastructure.

May 2016

CenterSquare Listed Real Estate Market Commentary May 2016

Feb 2016

CenterSquare Listed Real Estate Market Commentary February 2016

Feb 2016

The Millennial Effect: Urban Demand Drives Multifamily Fundamentals

While new supply should bring a healthy moderation to rent growth, CenterSquare discusses why we believe multifamily has the potential to post attractive returns even as increased supply comes online in 2017 and beyond.

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