Strategies (3)

  • Strategies

    Industrial

    Crow Holdings Capital believes the industrial sector has entered a normalization phase after several years of rapid expansion (Costar Q4 2024). Despite oversupply in certain markets, Industrial remains a favored sector for the firm. CHC believes fundamentals today are supported by stable demand and slowing new supply. Despite supply headwinds, ...

  • Strategies

    Residential

    CHC continues to see opportunity within the multifamily space driven by a shortage of affordable housing and elevated home mortgage rates. While the sector has faced recent headwinds due in part to elevated deliveries that pushed occupancy rates down to 91.9%, below the 10-year average of 93.5% (Costar Q4 2024), ...

  • Strategies

    Retail

    The retail sector has experienced accelerated rent growth and tightening vacancy rates across most U.S. markets in recent years (St. Louis Federal Reserve Economic Data (“FRED”), Q4 2024). After mild negative tenant demand of 28 million square feet in 2020 driven by COVID-19, demand rebounded sharply. In 2024, U.S. retail ...