OUR THINKING

In our latest installment of Front & Center, Co-Hosts Scott Crowe and Uma Moriarity welcome back Portfolio Manager Patrick Wilson to delve into the burgeoning data center sector within the commercial real estate landscape.

In the latest episode of Front & Center, Uma Moriarity speaks with Real Estate Securities Regional & Portfolio Manager Joachim Kehr, discussing the Asia-Pacific real estate landscape.

In the September issue of IREI Americas, we were pleased to offer the CenterSquare Market View that challenges the assumptions and sentiments of the last decade regarding the retail real estate sector.

In our latest installment of "REIT on the Money," we explore the relationship between Science Based Target Initiatives (SBTi) and the performance of listed real estate.

In the latest episode of Front & Center, Co-Hosts Scott Crowe and Uma Moriarity speak with Jeff Reder, Managing Director and Chris Picyk, Senior Vice President of our Private Real Estate team, discussing CenterSquare’s strong conviction for the Build-to-Rent (“BTR”) residential sector.

In the latest episode of Front & Center Uma Moriarity interviews Chad Burkhardt, Managing Director of Private Real Estate to discuss CenterSquare’s Strategic Capital Investment Strategy and its focus on unique real estate opportunities.

In this episode of Front & Center, Co-Hosts Scott Crowe and Uma Moriarity chat with Jeff Reder, Managing Director of Private Real Estate, to discuss commercial real estate investing utilizing a value-added approach.

In this episode of Front & Center, Co-Hosts Uma Moriarity and Scott Crowe chat with Real Estate Securities Portfolio Manager Rob Goldstein and explore the transformative impact of generational trends on the real estate asset class.

Fresh off the heels of earnings season, Front & Center, Co-Hosts Uma Moriarity and Scott Crowe chat with Real Estate Securities Portfolio Manager Patrick Wilson and reexamine our predictions of a pending "normalization" for commercial real estate previously explored in Episode 6.

In this episode of Front & Center, Co-Host Scott Crowe and Uma Moriarity analyze recent economic data and its implications for commercial real estate investment.

Thirty days past the 2023 mid-year point finds market dynamics continuing to build upon the first half of the year. In our latest whitepaper, we examine the predictions made for the REIT market, and share our forecast for the remainder of 2023.

Join co-hosts Scott Crowe and Uma Moriarity, CFA, on Front & Center as they explore sustainable practices in commercial real estate investments.

On the cusp of REIT earnings season, Front & Center Co-Hosts Scott Crowe and Uma Moriarity chat with Real Estate Securities Portfolio Manager Alex Snyder about what the listed real estate market can tell us about the remainder of 2023 for the entire asset class.

Managing Director Robert Holuba chats with host Uma Moriarity about CenterSquare’s conviction in the emerging sector of Essential Service Retail (ESR).

In this episode, our expert panel delves into the favorable market conditions for private real estate debt.

Private market valuations are currently trailing behind REIT repricing, but we anticipate a swift change. This quarter's Cap Rate Perspective examines cap rates in listed and private real estate markets, shedding light on pricing trends across core and alternative sectors.

In this episode, our co-hosts discuss what might be in store in terms of future rate changes, how Fed action will impact the public and private markets differently, and the effect on the multifamily and industrial sectors.

In this third installment of “REIT on the Money”, we focus on one of the property sectors uniquely positioned for AI-related growth: Data Centers.

In our second episode of Front & Center, we delve into the exciting potential of Artificial Intelligence in the real estate industry, uncovering insights and perspectives that shed light on its impact and future possibilities.

In our latest Insights Brief, we share the rationale for our strong conviction in multifamily financing for Private Real Estate Debt Strategies.

In our recently published Insights Brief, we analyze the performance of REITs, private real estate, and equities in the year following a rate regime.

In the first episode of our new podcast, “Front & Center,” we share the vision for our show and then dive into today’s real estate pricing and tomorrow’s investment opportunities across the public and private landscape.

In this second installment of “REIT on the Money”, we dive into the structure and positioning of REIT balance sheets.

This year’s report provides insight into the ongoing evolution of our ESG strategy across our listed and private investment platforms, including efforts we have undertaken to incorporate impact measurement into our processes.

Our quarterly webinar reveals REIT market insights - Explore investment potential amidst global real estate uncertainty.

In our first installment of "REIT on the Money", we contextualize the extremely limited Office sector exposure for real estate investors in the U.S. REIT market.

Our latest Brief, we examine the labor supply and demand imbalance facing the market today and how it could favor those REITs that have begun to apply technology to their business models.

This quarter, we discuss how the current credit crunch has affected price discovery in the private market and how the trajectory of the public REIT market is crucial in determining real estate pricing.

Our latest whitepaper explores how experienced mezzanine debt providers can take advantage of current market conditions to lend against quality assets in an attractive risk-return category.

Our 2023 REIT Market Outlook analyzes current macroeconomic conditions along with historical data to forecast how the public REIT market will perform in the upcoming cycle.

In partnership with Asia Pacific Real Assets Association (APREA), we released a new report which explores the prospects for Asia’s Alternative REIT sector.

Join our quarterly webinar to explore the resilient outlook for the REIT market in 2023, despite market volatility and a looming recession.

This quarter, we introduce The REIT Alternative Cap Rate Proxy, a new composite that measures those real estate subsectors which we believe have risen to meet emerging demand patterns.

Our quarterly webinar examines the current and imminent macro economic "storms" and offers insights on how to navigate these turbulent times.

This quarter, we discuss the rising cost of debt and how it is impacting underwriting and return requirements across the real estate investment market.

Our latest Brief examines how historical patterns in public and private markets can enable investors to embrace volatility, while generating attractive returns.

Our quarterly webinar discusses sector and regional opportunities in light of a pending global recession.

In our annual report we continue to assert that thoughtful and disciplined ESG practices are paramount to long-term performance in the real estate industry.

This quarter, we discuss the indicators of further cap rate expansion and how it will vary among property sectors.

Our quarterly webinar explores how listed real estate has historically performed in periods of persistent inflation, rising rates and geopolitical uncertainty.

Our latest brief examines REIT performance vs. broader equities during historical periods of high inflation and rising interest rates.

This quarter, we discuss how real estate valuations are responding to rising inflation, heightened geo-political uncertainty and the potential of slowing economic growth.

In our latest paper we examine the evolution of the Social aspect of ESG investing and explore the major trends taking shape.

Our quarterly webinar discusses how the listed real estate markets are poised to perform amidst expected inflation, growth and reactionary monetary policies in the U.S. and around the world.

Our quarterly webinar examines the exuberant market and how inflation and other macroeconomic dynamics are playing out around the world.

In this paper we discuss changing demand patterns, the rise of Real Estate as a Service (REaaS), and how investors in value-added properties can best leverage this unique opportunity for the benefit of all.

Our quarterly webinar reflects on the REIT market's response to the economic recovery, and where catch-up opportunities may lie in the near future.

Our inaugural report highlights the strategic integration of ESG elements into our public and private investment processes.