Insights

Our Point of View is our Point of Differentation

Subject-matter expertise on key topics in commercial real estate. Data-driven insights developed through primary and secondary research.

Our research-fueled viewpoints are thoughtfully formed through 
a collaborative effort across all functional areas of the company. The ideas developed through this important work heavily influence our investment decisions. We hope you find them a valuable resource while pursuing your own investment goals.

April 2024

The Current Opportunity for CRE Lending

economy, market trends

March 2024

2024 House View: North American Property Market Outlook

economy, market trends, property sectors, united states

December 2023

Investment Opportunities In European Commercial Real Estate Debt

economy, europe

October 2023

2023 Sustainability Report

market trends, united states

UK Residential Paper

October 2023

2023 To Rent or Own?

europe, property sectors

September 2023

2023 State of the U.S. Housing Market

economy, market trends, property sectors, united states

July 2023

2023 Real Estate Adjacent Infrastructure

market trends, property sectors

"Value creation skills, rather than cap rate compression, has emerged as the primary driver of outperformance."

- Len O’Donnell, President and CEO

Meet our Research Team

Dr. Will
McIntosh

Global Head of Research

Mark
Fitzgerald, CFA, CAIA

Head of North American Research

Karen
Martinus

Senior Director, Research and Investments

Jay
Johnston

Senior Associate, Research

Dr. Will
McIntosh

Global Head of Research

Mark
Fitzgerald, CFA, CAIA

Head of North American Research

Karen
Martinus

Senior Director, Research and Investments

Jay
Johnston

Senior Associate, Research