Commercial Real Estate
It's increasingly clear that U.S. commercial real estate is benefiting from the preservation and expansion of many key provisions under the country's new tax law -- with positive consequences for investors.
Clarion Partners believes that the next wave of innovation will have broad-reaching impact on all commercial real estate property types.
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.
Three key themes for the coming year: increased demand for warehouse space driven by e-commerce expansion; massive pent-up housing demand among young adults; and a challenging global interest rate environment.
The rapidly changing healthcare industry is having a significant impact on commercial real estate.
Chart of the Week
Chart Courtesy of Western Asset Management. Source: U.S. Bureau of Labor Statistics, as of Nov 30, 2018. 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 growth figures were unexciting, but the trade picture may be improving; U.S. consumers spent well in November; Mario Draghi stuck to the ECB’s plan, but didn’t sound cheerful about it.
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