Sector / 01

Office

Class A and B office leasing and investment across CBD, suburban, medical, and mixed-use submarkets nationally. We track trophy assets in primary markets and emerging dynamics in secondary metros.

The national office market is repricing across the rate curve. Class A pricing has stabilized around mid-cycle cap rates while Class B and C continue to face headwinds. The opportunity set is the most interesting since 2010.

Coverage: Trophy CBD, suburban Class A, medical office, mixed-use, life sciences.

Sector / 02

Industrial

Last-mile logistics, big-box distribution, flex / R&D, and light manufacturing across the country's highest-growth industrial corridors. Sun Belt, Mountain West, and Mid-Atlantic logistics nodes.

Industrial fundamentals remain among the strongest of any asset class. Build-to-suit activity, semiconductor-supply-chain reshoring, and last-mile demand are reinforcing a multi-cycle thesis.

Coverage: Last-mile, big-box distribution, flex, R&D, cold storage, light manufacturing.

Sector / 03

Retail

Grocery-anchored centers, neighborhood retail, single-tenant net-lease, and mixed-use ground-floor retail in high-velocity submarkets nationally.

The national retail narrative oversimplifies the market. Daily-needs retail in growth submarkets continues to compress cap rates even as legacy malls and Class C strip centers face structural headwinds.

Coverage: Grocery-anchored, daily-needs, net-lease, lifestyle, mixed-use.

Sector / 04

Multifamily

Class A and B multifamily across the highest-growth MSAs - institutional-quality assets, value-add repositioning candidates, and ground-up development sites.

After two years of compressed transaction volume, multifamily is repricing nationally. We see select acquisition opportunities at basis levels not seen since 2018.

Coverage: Class A institutional, Class B value-add, build-to-rent, student housing, senior housing.

Sector / 05

Land & Development

Entitled and pre-entitled development sites across residential, commercial, and mixed-use categories. We work with master-planned-community developers, single-asset sponsors, and institutional land funds.

Land transactions require submarket fluency. Knowing which submarkets have entitlement runway and which are facing political headwinds is the difference between a profitable closing and a year of capital drag.

Coverage: Entitled commercial, master-planned residential, build-to-rent sites, mixed-use development parcels.

Engagement

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