OUR THINKING

Q2 2020 REIT Cap Rate Perspective

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. Read >>

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

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 >>

Jun 2020

COVID-19: Real Estate's Brave New World

In response to the COIVD-19 crisis, Commercial Real Estate investors are preparing for a brave new world where accelerating trends are poised to impact where we live, work and play. This week Chief Investment Strategist Scott Crowe discusses these seismic shifts in the Retail, Office and Housing sectors with Patrick Wilson, Portfolio Manager and Rob Goldstein and Alex Snyder, Assistant Portfolio Managers for Real Estate Securities. Watch >>

May 2020

COVID-19: REIT Market Insights – Near and Long Term Implications for Private Real Estate

This week, Chief Investment Strategist Scott Crowe is joined by Alex Snyder, Assistant Portfolio Manager for Real Estate Securities and Uma Pattarkine, Investment Strategy Analyst as together they offer insights into the short and longer term implications of Q1 REIT performance for Private Real Estate. Watch >>

May 2020

COVID-19: What’s Happening In…Service Retail

Our Chief Investment Strategist Scott Crowe has an in-depth conversation with Senior Vice President of Private Real Estate Rob Holuba about the current and future state of the Retail market from an investment perspective, including how each sub-sector is poised to fare in the new normal. Watch >>

May 2020

COVID-19: What’s Happening In…U.S. Private Equity Real Estate

This week’s CenterSquare webinar turns to the Private Equity Real Estate market in the U.S. where Senior Vice Presidents Chad Burkhardt and Jeff Reder discuss the outlook for investment overall and by sector. Watch >>

May 2020

COVID-19: What’s Happening In…European Real Estate

This week Matthew Goulding, Portfolio and Regional Manager for Real Estate Securities from our London office, discusses the recovery outlook for European Real Estate across sectors and regions. Watch >>

Apr 2020

COVID-19: What's Happening In...Real Estate Debt

In this week’s webinar series, Michael Boxer, Managing Director, shares a timely overview of the Commercial Real Estate (CRE) Debt Market, including a look at the players, the demand and the opportunity going forward. 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. Read >>

Apr 2020

COVID-19: What’s Happening In…Global Listed Infrastructure

In the first of this new series, Ted Brooks, Portfolio Manager for Infrastructure Securities dives deep into how the COVID-19 crisis is impacting Global Listed Infrastructure (GLI) across the major sectors including Utilities, Transport, Telecom and Energy.
Watch >>

Apr 2020

COVID-19 Cash Flows, Collections and Dividends – Webinar IV

Chief Investment Strategist Scott Crowe examines key metrics that suggest the COVID-19 recovery will NOT resemble the Global Financial Crisis for REITs. Watch >>

Apr 2020

COVID-19 Expectations for Post-Crisis Valuations Across Private and Listed Real Estate – Webinar III

Chief Investment Strategist Scott Crowe addresses the post-COVID-19 recovery through the examination of key metrics across public and private real estate sectors. Watch >>

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

COVID-19 Impact on Real Estate vs. Historical Downturns - Webinar II

Chief Investment Strategist Scott Crowe compares the current crisis to the Global Financial Crisis and what the differences might mean for the COVID-19 recovery. Watch >>

Mar 2020

COVID-19 Real Estate Market Webinar I

CEO and CIO Todd Briddell and Chief Investment Strategist Scott Crowe Offer Insights on the Impact of the COVID-19 Crisis on the Real Estate Market. Watch >>

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

Navigating a Low Return 2020 For Core Real Estate

CenterSquare's quarterly webinar discusses the macro economic and real estate outlook as we enter 2020. Watch >>

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

A Strategic Approach to REIT Investing

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

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.

Jul 2019

The Right Rate Cycle for REITs

CenterSquare's quarterly webinar discusses the improved expectations for REITs given a return to low growth and low interest rates. View >>

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.

COVID-19: The Impact, Recovery & Future of Real Estate

CenterSquare's quarterly Global REIT market webinar

OUR THINKING

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