OUR THINKING

CenterSquare’s 2020 Environmental, Social and Governance (ESG) Report

Oct 2021

Rational Exuberance?

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

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Sep 2021

The Q3 2021 CenterSquare REIT Cap Rate Perspective

Is the Current REIT market exuberance rational? In our latest Cap Rate Perspective we review the significant cap rate compression that most property types are now experiencing. Read >>

Sep 2021

At Your Service: The Rise of REaaS

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.

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Jul 2021

Real Estate Catches Up with the Recovery

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.

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Jun 2021

The Coastal Recovery - The Q2 2021 CenterSquare REIT Cap Rate Perspective

Our latest Cap Rate Perspective sheds light on the resilience of coastal gateway cities as evidenced by the multifamily housing sector. Read >>

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

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

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.
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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.

Jun 2020

CenterSquare REIT Cap Rate Perspective - Q2 2020

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

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.

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 >>

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

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.

Sep 2019

CenterSquare REIT Cap Rate Perspective - 3Q 2019

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

Jun 2019

CenterSquare REIT Cap Rate Perspective - 2Q 2019

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

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.

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.

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

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

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.

Nov 2016

CenterSquare Listed Real Estate Market Commentary November 2016

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.

Rational Exuberance?

CenterSquare's quarterly Global Real Assets Insights webinar

OUR THINKING

RELATED CONTENT

The Q3 2021 CenterSquare REIT Cap Rate Perspective

At Your Service: How Accelerating Demand Patterns are Giving Rise to Real Estate as a Service (REaaS)

CenterSquare’s 2020 Environmental, Social and Governance (ESG) Report

Rational Exuberance?