Insights

DaVita & Fresenius Tenant Report DaVita Tenant Overview DaVita Inc., headquartered in Denver, Colorado, is a leading healthcare provider specializing in outpatient dialysis services. With a strong presence in the US, DaVita operates over 2,800 centers, offering life-sustaining treatment to patients with end-stage renal disease. Additionally, the company operates in 13 countries outside of the […]

IOS 2024 Summary Institutionalization of IOS 2024 marked a turning point for the Industrial Outdoor Storage (IOS) sector, driven by heightened investor interest and increased institutional participation. A notable example was the Peakstone acquisition of an Alterra IOS fund, signifying the growing recognition of IOS as a valuable asset class. Nationwide activity surged, underscoring the […]

Chicago Multifamily Market Report   Chicago Key Findings Chicago’s multifamily market stabilized in Q4 2024 as a result of measured supply, compressed vacancy rates, and positive absorption figures. Demand across the multifamily market in Chicago is healthy due to the addition of 10,000 units over the past 12 months. Two of Chicago’s submarkets are recording […]

Collision Centers 2024 Performance The Year of Distractions Overall, 2024 could be characterized as a year of distractions, with notable themes like elections, rate cuts, CPI and job reports, elevated interest rates, and geopolitical risks. Despite receiving 75 basis points in Federal Fund rate cuts, the 10-year Treasury yield has remained notably steady. The current […]

December Fed Meeting Update High-Level Recap The Federal Reserve on Wednesday announced its third consecutive interest rate cut of 2024, reducing its benchmark rate by 0.25 percentage points, largely inline with what investors were expecting at the meeting.  While downward moving rates bode well for lowering CRE lending costs, its likely the bond market and lending rates […]

REIT Earnings Recap & Forward Momentum: Q3 2024 Quarterly Insights from Open-Air Shopping Center REITs The open-air shopping center REITs recently wrapped up their earnings calls for Q3 2024 and gave their insights on what they expect for the remainder of the year. Property operations continue to remain rock solid as occupancy numbers and leasing […]

Buyouts, Bankruptcies, & Burgers Wendy’s Set to Close 140 Locations in Q4 Wendy’s plans to close a substantial number of outdated, underperforming restaurants across various markets nationwide. These closures will primarily affect locations with an average unit volume (AUV) near $1.1 million, resulting in slimmer operating margins. In the first nine months of 2024, Wendy’s […]

Houston Retail Market Report Market Overview The Houston retail market remains at an equilibrium moving into the end of the year. Net deliveries have exceeded demand over five out of the past six quarters. Moveouts over the first three quarters of 2024 were up almost 20% year-over-year. The overall availability rate has been higher as […]

Dallas-Fort Worth Hospitality Market Report Market Overview Dallas’ business hub and tourist popularity have resulted in solid hospitality performance, including ADR and RevPAR. Dallas attracts a diverse range of travelers, including business and leisure. Historically, hotel supply has been limited in Dallas, providing opportunities for hotel investments. In the meantime, strong group promotion and recovering […]