Content (20)

  • Screenshot 2023-01-25 at 11.02.47

    White papers

    Private Real Estate Investing Amid Macro Uncertainties

    2022-12-09T11:06:00Z

    COVID has been a “black swan” event that severely disrupted a normal market cycle and our daily lives starting in 2020.

  • Screenshot 2022-12-09 at 15.02.56

    White papers

    Age-Restricted Apartments: A Compelling Investment Opportunity

    2022-12-09T10:53:00Z

    Age-restricted (AR) apartments appear to be an increasingly compelling investment opportunity within the residential real estate market.

  • Accelerated Migration Post-Pandemic Drives Real Estate Returns - Q2 2022

    White papers

    Accelerated Migration Post-Pandemic Drives Real Estate Returns - Q2 2022

    2022-07-20T09:00:00Z

    The onset of the COVID-19 pandemic largely accelerated many location changes that began before March 2020. Nationwide, some migratory patterns related to American industry and demographic shifts became more pronounced by type of region, metro, and location − some areas experienced unprecedented booms, while others reported sizeable declines.

  • Clarion Partners - Mar2022

    White papers

    U.S. multifamily opportunity post-pandemic

    2022-03-01T10:46:00Z

    Strong tailwinds ahead for rental housing

  • U.S. Industrial - Will the Outperformance Continue?

    White papers

    U.S. Industrial: Will the Outperformance Continue?

    2021-12-16T10:24:00Z

    U.S. industrial property has continued to be the best- performing commercial real estate (CRE) sector amidst historically robust demand. Institutional-quality industrial investments have significantly outpaced the overall NCREIF property Index (NPI) index since 2011, as well as the other core CRE property types over recent years.

  • Surging Construction Costs - Implications for Commercial Real Estate

    White papers

    Surging Construction Costs: Implications for Commercial Real Estate

    2021-12-16T10:18:00Z

    In the year that followed the onset of the global COVID-19 pandemic, there was an unprecedented surge in construction costs. Nationwide, building materials rose at the fastest pace in a decade from March 2020 to September 2021 (Figure 1). Many key construction material prices climbed rapidly, in particular, lumber, metals, and plastic products (Figure 2).1

  • Q2 2021 U.S. Multifamily Investment Opportunity Post-COVID

    White papers

    Q2 2021 U.S. Multifamily Investment Opportunity Post-COVID

    2021-09-13T15:22:00Z

    U.S. rental housing has seen over time consistently increased demand from institutional real estate investors. Its positioning as an integral part of real estate investment portfolios is demonstrated by its current weighting of 26.8% in the open- end diversified core equity index (ODCE).1

  • Pan-European warehouse opportunity amidst accelerating online sales

    White papers

    Pan-European warehouse opportunity amidst accelerating online sales

    2021-05-17T15:43:00Z

    Omnichannel retail continues to drive rapid transformation in worldwide supply chains and logistics real estate. Recently, the global COVID-19 pandemic has dramatically accelerated e-commerce penetration rates and sales growth.

  • Life Sciences Real Estate - Opportunity in the Midst of a Pandemic

    White papers

    Life Sciences Real Estate: Opportunity in the Midst of a Pandemic

    2020-12-01T10:15:00Z

    In recent years, purpose-built commercial space for life sciences research and development (R&D) has been an outperforming alternative property type more frequently pursued by real estate investors. Clarion Partners believes life sciences industry clusters are creating more prosperous U.S. cities, while occupancy and rent growth trends have been robust for property owners.

  • High-Growth U.S. Logistics Hubs - East Coast Industrial Markets On The Move

    White papers

    High-Growth U.S. Logistics Hubs: East Coast Industrial Markets On The Move

    2020-08-18T08:20:00Z

    In the past decade, eastern U.S. industrial markets have gained considerable market share of the collective national trade volume. U.S. West Coast (USWC) port dominance has been gradually eroding as U.S. East Coast (USEC) ports capture more and more eastbound transpacific container trade (Figure 1).

  • Major Shifts In Odce Sector Allocations Underway

    White papers

    Major Shifts In Odce Sector Allocations Underway

    2020-06-16T15:29:00Z

    Prior to the COVID-19 crisis, commercial real estate (CRE) demand and supply fundamentals were largely healthy in most markets and property sectors. The U.S. labor market and household formation had been very strong, driving robust demand for commercial space. Furthermore, relatively conservative underwriting and rising construction costs constrained new supply. In recent months, however, the global pandemic has led to a rapid downturn of the U.S economy, negatively impacting different industries and real estate dynamics.

  • Beyond the CBD - Sweet Spots In the Urban Fringe & Suburbs

    White papers

    Beyond the CBD: Sweet Spots In the Urban Fringe & Suburbs

    2020-03-18T09:08:00Z

    The COVID-19 pandemic is unexpected and still rapidly developing globally which will impact the U.S economy and commercial real estate investments. The duration, scale and severity of the outbreak are still unknown. This report represents the views of Clarion Partners as of March 2020 and does not address any impact or potential impact of the pandemic.