Real Estate

Early Recovery / Bottoming. After a volatile 2024–2025 defined by the "higher for longer" interest rate environment, 2026 has emerged as the year of the "Great Cap Rate Reset." We are moving from price discovery to transactional stabilization. "The Infrastructure Pivot." The traditional "Four Food G...

The Great Divergence (Healthcare Expansion vs. Residential Digestion). The REIT sector has split into two distinct realities. Healthcare REITs are enjoying a "Golden Era" driven by the "Silver Tsunami" and a severe shortage of senior housing inventory. Conversely, Residential (Multifamily) is in a "...