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Sector outlooks

The impact of Covid-19 disruption in the US

May 19, 2020
  • Rich Kleinman, Americas Head of Research discusses the potential impact of the Covid-19 pandemic and lockdowns may effect multiple sectors in the US economy over both the short- and long-term, where the long-term means an environment with an effective vaccine.

View of residential buildings
May 16, 2020 PREA: a new wave of residential rent control Apartment rent control initiatives surged in 2019, propelled by a combination of falling affordability in the most productive—and expensive—cities and in part by greater polarization in the policy views of legislators and voters.
Townhouses on the town square
May 11, 2020 Investment Strategy Annual 2021 Mastering the simultaneous need for fast/intuitive and slow/careful thinking becomes an important skill to develop in the speeding-up world of real estate.
Coronavirus
Apr 21, 2020 Impact of Covid-19 on North American real estate markets In our report on the impact of COVID-19 on North American real estate markets, we describe our approach to forecasting growth, outline several scenarios to consider, provide an update on capital markets signals, and predict expected relative impacts by tenant industry, property type, and geography.

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