Insights by Rich Hill

The Real Estate Reel

The Real Estate Reel: A closer look at Q1 REIT returns and what may be next

April 2024 | 5 mins

Listed REITs were down for the first quarter as markets adjusted to a rise in real rates, but we believe the outlook is positive in hard, soft and no-landing scenarios.

The Real Estate Reel

The Real Estate Reel: Fact vs. fiction in commercial real estate debt

March 2024 | 5 mins

Recent headlines have sparked questions about the health of the commercial real estate market. But data from lending standards, CRE mortgage maturities, and loan defaults can help separate fact from fiction.

The Real Estate Reel

The Real Estate Reel: What data reveals about the recent REIT rally

February 2024 | 5 mins

The worst appears to be behind the listed REIT market, and there is potential for the listed rally to continue. Private real estate, by comparison, is expected to sell off further.