OUR THINKING

The Private Eye Series - Multifamily Financing: A Confluence of Growth Drivers for Private Debt

May 2021

Accessing Private Real Estate Debt to Smooth the Recovery Ride

In our latest white paper we examine the elements of the current market environment that make real estate mezzanine lending a compelling complement to a diversified investment strategy. Read >>

Apr 2021

A Permanently Altered Perception of Place

Our quarterly webinar discusses how shifting behaviors are creating opportunities for listed real estate investment globally. Watch >>

Mar 2021

Is Office the "New" Retail?: The Q1 2021 CenterSquare REIT Cap Rate Perspective

Our latest Q1 2021 Cap Rate Perspective discusses how the REIT market is forecasting disruption in the Office sector similar to what we saw with Retail real estate in 2016. Read >>

Mar 2021

The Private Eye Real Estate Series

Build-to-Rent Single-Family Rentals: Solving Affordable Housing in the U.S. Watch >>

Mar 2021

The Private Eye Real Estate Series - Industrial Assets: Solving Last Mile Distribution

Industrial Assets: Solving Last Mile Distribution Watch >>

Feb 2021

The Private Eye Real Estate Series

Is Office the Next Retail? Watch >>

Feb 2021

The Private Eye Real Estate Series

The Great Migration: The Impact of Accelerated Geographical Preferences on Real Estate. Watch >>

Jan 2021

Global Listed Infrastructure: The 2021 Opportunity

This quarter's Listed Infrastructure Insider looks back on our Q4 2020 performance and then forward to 2021 where we discuss utilities, energy, transports and telecom with an analysis of how each is positioned to positively impact the asset class. Read >>

Jan 2021

Will REITs Get a Vaccine Boost in 2021?

Our Global Real Assets Quarterly Insights webinar reflects on the impact of COVID – and now the vaccine -- across geographies and sectors. Watch >>

Dec 2020

Winners & Losers in the New Retail Ecosystem

Tune into our final webinar of 2020 where we focus on the winners and losers in the retail ecosystem - with an emphasis on one winner: Service Properties. Watch >>

Dec 2020

The Great Migration: The Q4 2020 CenterSquare REIT Cap Rate Perspective

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

Nov 2020

ESG: Making a Difference (And Money) with Real Assets

In this white paper we examine both the value- and values-based proposition for applying an ESG framework to decision making. Read >>

Oct 2020

CenterSquare Listed Infrastructure Insider October 2020

This quarter's Listed Infrastructure Insider focuses on the upcoming U.S. Presidential election and the implications for global listed infrastructure in the event of a Biden or Trump victory.
Read >>

Oct 2020

The Alternative Real Estate Access Series: Exploring Cell Towers

This week’s Alternative Real Estate Access webinar focuses on Cell Towers, an alternative real estate asset class that is enjoying some of the most favorable secular headwinds propelling sector growth on a global basis today.
Watch >>

Oct 2020

The Alternative Real Estate Access Series: Exploring Data Centers

This week’s Alternative Real Estate Access webinar turns to Data Centers, one of the most vital real asset classes powering the COVID era today. Join us as we discuss the key components and the secular trends that are driving pricing and value. Watch >>

Oct 2020

The Future of Global Cities

CenterSquare’s quarterly REIT webinar reflects on the impact of the pandemic, the global economic recovery, and the future of real estate investing amidst the dynamic market. Watch >>

Oct 2020

The Alternative Real Estate Access Series: Exploring Cold Storage

Our third in-depth analysis of our Alternative Real Estate Access series is into the cold storage sector. Where we explore the market, the major stakeholders, and the investment opportunities in this operationally intensive real estate sub-sector. Watch >>

Oct 2020

The Alternative Real Estate Access Series: Exploring Single-Family Rentals

This week’s Alternative Real Estate Access webinar focuses on the Single-Family Rental sector. Listen now to hear about the emerging growth opportunities for this alternative housing sub-sector. Watch >>

Sep 2020

CenterSquare REIT Cap Rate Perspective - Q3 2020

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

Sep 2020

The Alternative Real Estate Access Series: Exploring...Life Sciences

The first deep dive of our Alternative Real Estate Access Series is into the Life Sciences sector. Tune in to hear about the complexities and promise of this unique asset class. Watch >>

Sep 2020

The Alternative Real Estate Revolution

In our latest white paper we examine the distinctive attributes of non-traditional real estate sectors and how best to consider and access these alternative assets.

Sep 2020

The Alternative Real Estate Access Series: Exploring The Future of Real Estate Today

Our Fall webinar series focuses on the promise of alternative real estate sectors. Watch >>

Sep 2020

Global Listed Infrastructure: Performance Through Downturns

Our latest white paper examines how Global Listed Infrastructure’s performance during the pandemic has differed from its predictable past, and how it may play out for investors in the future. Read >>

Aug 2020

CenterSquare Listed Infrastructure Insider August 2020

A quarterly analysis of the latest performance of the major sectors as well as an outlook for the remainder of 2020.

Aug 2020

Global Listed Infrastructure: The Greening of the 21st Century

Our Global Listed Infrastructure Team discusses the cyclical and secular dynamics which are impacting utilities, transports, telecom and energy – and where subsequent opportunities lie in the immediate and longer term. Watch >>

Jul 2020

REITs and Re-Opening

Our quarterly webinar features our senior listed real estate investment team discussing our market and portfolio outlook as economies around the world begin to reopen. Watch >>

Jul 2020

Why Infrastructure and Why Now?

Our latest white paper examines the cyclical and secular trends that position Global Listed Infrastructure as a compelling investment opportunity in the immediate and longer-term.

Jun 2020

Global Listed Infrastructure: The End of the MLP Era

Our latest webinar features Ted Brooks, CFA, Portfolio Manager and Jonathan Treitel, CFA, CAIA, Senior Analyst for our Global Listed Infrastructure platform who discuss the challenges currently facing energy-oriented MLPs and the resulting outlook for the midstream sector. Watch >>

Jun 2020

CenterSquare REIT Cap Rate Perspective - Q2 2020

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

Jun 2020

COVID-19: A Macro Conversation on Global Recovery

As the final webinar in our series on the impact of COVID-19 on Real Assets, we are pleased to present a conversation on the various economic recovery scenarios that lie before us as the world transitions to a post-pandemic new normal. Chief Investment Strategist Scott Crowe and the Martin Bucksbaum Professor of Real Estate, Finance and Business & Public Policy at The Wharton School of the University of Pennsylvania Joe Gyourko share valuable insights on these timely, big picture issues. Watch >>

Apr 2020

Value-Added Investing 2020: Accelerating Trends; Emerging Opportunities

In this paper, we examine the secular trends that are poised to accelerate or shift in areas such as eCommerce, affordable housing, modern office infrastructure and urban living, all in the wake of the COVID-19 crisis.

Apr 2020

CenterSquare Listed Infrastructure Insider April 2020

A focus on the effects of the COVID-19 pandemic on investment opportunities within the GLI sectors and sub-sectors.

Mar 2020

CenterSquare REIT Cap Rate Perspective - 1Q 2020

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

Mar 2020

COVID-19 Real Estate Market Update

An update from CenterSquare regarding the Real Estate investment outlook in response to the COVID-19 crisis. Read >>

Feb 2020

The Right Mix: How Global Listed Infrastructure Complements Private Infrastructure Allocations

An examination of how GLI offers geographic and sector diversity, with a similar return profile of private infrastructure.
Read >>

Jan 2020

Real Estate Debt Has the Potential to Outperform Core Equity in 2020

An examination of real estate debt, an evolving asset class poised to outperform. Read >>

Jan 2020

CenterSquare Listed Infrastructure Insider January 2020

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

Jan 2020

Service Retail - An Alternative Sector of Real Estate Benefitting from Changing Consumer Demand Patterns

An examination of Service Retail, an alternative sector of real estate benefiting from changing consumer demand patterns.

Dec 2019

CenterSquare REIT Cap Rate Perspective - 4Q 2019

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

Oct 2019

CenterSquare Listed Infrastructure Insider October 2019

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

Sep 2019

CenterSquare REIT Cap Rate Perspective - 3Q 2019

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

Sep 2019

Not Your Father's MLPs: Why MLP Allocations Belong in Global Listed Infrastructure

An examination of why MLPs serve a better fit within the context of a GLI allocation.

Jul 2019

Global Listed Infrastructure: An Idea - and an Allocation - Whose Time Has Come

An examination of GLI, defining the space, looking at its attributes and characteristics, and its optimal use in a portfolio.

Jul 2019

CenterSquare Listed Infrastructure Insider July 2019

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

Jun 2019

CenterSquare REIT Cap Rate Perspective - 2Q 2019

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

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 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

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

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.

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.

A Permanently Altered Perception of Place

CenterSquare's quarterly Global Real Assets Insights webinar

OUR THINKING

RELATED CONTENT

Accessing Private Real Estate Debt to Smooth the Recovery Ride

Is Office the "New" Retail?: The Q1 2021 CenterSquare REIT Cap Rate Perspective

ESG: Making a Difference (And Money) with Real Assets

A Permanently Altered Perception of Place