Content (14)

  • Screenshot 2023-03-22 at 10.28.55

    White papers

    Lower for longer, no longer.


    Changing Yields, Property Valuations, and Investment Opportunities

  • Screenshot 2023-03-22 at 10.43.28

    White papers

    U.S. Economic & Property Market Perspective 04 2022


    The Federal Reserve spent much of 2022 attempting to convince financial markets they are committed to controlling inflation, pulling forward the pace of interest rate increases and raising the expected so-called “terminal rate” for overnight borrowing at each of the last five monetary policy meetings of the Federal Open Market Committee (FOMC). 

  • Screenshot 2022-09-28 at 10.43.36

    White papers

    Q2 2022 U.S. Research Perspective


    “History Doesn’t Repeat Itself, But It Often Rhymes”  - Mark Twain

  • Screenshot 2022-09-28 at 10.50.03

    White papers

    Q2 2022 Seniors Housing Research Perspective


    The seniors housing recovery maintained its momentum in the second quarter as the typical seasonal factors faded translating into more material occupancy gains which is consistent with expectations. 

  • The Rise of Alternative Property Sectors in the U.S.


    The Rise of Alternative Property Sectors in the U.S.


    Michael Acton, Head of Research at AEW, explains which factors and trends drive the growing interest of institutional investors in the alternative property sectors in the U.S.

  • Screenshot 2022-09-28 at 10.54.44

    White papers

    Real Estate in a (More) Fully Funded World


    The COVID-19 pandemic will be long and largely negatively remembered.

  • Announcing the 2021 Green Lease Leaders

    Asset Manager News

    Announcing the 2021 Green Lease Leaders


    Today, the Institute for Market Transformation (IMT) and the U.S. Department of Energy’s (DOE) Better Buildings Alliance announced the 2021 Green Lease Leaders at the Better Buildings, Better Plants Summit, a virtual leadership symposium. Launched by IMT and the DOE Better Buildings Alliance in 2014, Green Lease Leaders sets an industry standard for what constitutes a green lease, while recognizing landlords and tenants who modernize their leases to spur collaborative action on energy efficiency, cost savings, improved air quality, and sustainability in buildings.

  • AEW Purchases Office Property to be Converted to a Life Sciences Complex

    Asset Manager News

    AEW Purchases Office Property to be Converted to a Life Sciences Complex


    AEW Capital Management (“AEW”) announced the acquisition of 100 Crosby Road, located in Bedford, Massachusetts. The property was purchased along with Redgate and Optimum Asset Management, which will be joint venture partners in the project.

  • AEW Research Flash Report - August 2020

    White papers

    AEW Research Flash Report - August 2020


    Second quarter data confirm that the U.S. suffered the single most severe contraction in real GDP (-32.9% annualized) since the 1930s and, as the U.S. now passes through the “dog days” of summer, the nation’s economy and psyche continues to be dogged by the relentless spread of coronavirus across large swathes of the country, in particular the southeast, southwest and west coast states.

  • 2020 Isn’t Only Hindsight

    White papers

    2020 Isn’t Only Hindsight


    By any conventional measure, the current recovery and expansion phase of the U.S. business cycle is the longest in the nation’s history. This naturally leads many to conclude that the economy, and by extension property markets, must be “late cycle” with an inevitable downturn just around the corner.

  • U.S. Economic & Property Market Perspective Q1 2020

    White papers

    U.S. Economic & Property Market Perspective Q1 2020


    At the beginning of March, the U.S. economy was on pace to record another quarter of moderate but positive growth. Total employment had increased by 214,000 in January and 275,000 in February and the Atlanta Federal Reserve’s real-time model (GDPNow) suggested annualized real GDP growth of 2.5% for the quarter. Within a span of just a few weeks, that assessment was radically upended as more than 30 million American workers lost their jobs in the rapid shutdown of wide swathes of the U.S. economy in response to the equally rapid spread of the novel coronavirus (COVID-19).

  • What Happens After Listed Real Estate Falls?

    White papers

    What Happens After Listed Real Estate Falls?


    It has been a month since the high watermark for listed real estate securities and other equities, and a week since the dam broke. Listed real estate has suffered even more than the broad market, especially in the past few days as public life began to shut down in the wake of the COVID-19 outbreak. Hotels are empty, many malls and restaurants are shuttered, and most of us are working out of our homes rather than at our offices. Even after the March 24 rally, both U.S. and global listed real estate markets are down roughly 40% from their February peaks.