U.S. multifamily real estate
U.S. multifamily real estate has historically been a resilient sector and may be a good defensive play for investors in the late-stage of the business cycle.
By choice and by necessity, Americans will continue to escalate the demand for rental housing in the years ahead --creating opportunities in professionally-managed properties across formats, generations, and geographies.
Commercial real estate
Growing economic opportunity, a lower cost of living, and retirement in a warm and sunny climate are driving population growth and investment opportunities in the West and South.
Commercial Real Estate
Increased consumption and the expansion of the logistics industry are driving higher demand for industrial warehouse property.
The rapidly changing healthcare industry is having a significant impact on commercial real estate.
Chart of the Week
Chart courtesy of ClearBridge Investments. Source: Bloomberg, as of 5/31/19. Returns are cumulative and based on price movement only, and do not include the reinvestment of dividends. +101% for S&P 500 measures 10/09/02-10/12/2007 and +218% for MSCI ACWI ex-U.S. measures 3/12/03-10/31/07. Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.
Chart of the Week
China’s latest tariffs focus on U.S. agricultural exports; financial markets are pricing in at least one Fed rate cut this year; U.S. consumers’ debt load reached $13.67 trillion, with student debt outstripping auto loans.
Clarion Partners believes that the next wave of innovation will have broad-reaching impact on all commercial real estate property types.
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