Insights by Rich Hill

The Real Estate Reel

The Real Estate Reel: The listed REIT selloff, valuations, and the private CRE correction

November 2023 | 4 mins

We see a regime change in what’s driving the recent listed REIT selloff. REIT valuations appear cheap. And the pattern in the decline in private real estate is reminiscent to what occurred in the wake of the 1990s S&L crisis, indicating the selloff and recovery could be a slow grind. Watch this month’s Real Estate Reel to find out what these data points mean for real estate investing.

The Real Estate Reel

The Real Estate Reel: We’re watching institutional allocations, CRE debt and property price disconnects

October 2023 | 4 mins

Institutional investors have increased their allocations to real estate, CRE debt delinquency rates are increasing but remain relatively low, and CRE valuations are down more than 16% so far this year. Watch this month’s Real Estate Reel to find out what these data points mean for real estate investing.

The Real Estate Reel

The Real Estate Reel: Three data points actually driving real estate investing today

September 2023 | 4 mins

Welcome to The Real Estate Reel from Cohen & Steers where we provide three insights on real estate investing in three minutes each month.