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In our March 6th ISA Quick Take, “Real estate implications of conflict in the Middle East” , we argued that the impact of the war in the Middle East would depend on its duration, and in particular, how long the Strait of Hormuz remains blocked. We foresaw “a wide cone of potential outcomes” as analysts predicted timelines for the end of fighting ranging from a week to several months.1 Looking back…
The what, why and how of Industrial Outdoor Storage (IOS)
A reader waking up from a quarter-long slumber on April 1, 2025 would be forgiven for confusing the headlines for an April Fools’ Day prank. They would scan the news and see stories about: • large tariffs alternately announced, rescinded, delayed and reintroduced at a breakneck pace (see LaSalle Macro Quarterly , or LMQ , p. 4); • US equities in correction territory as ex-US markets, including…
Listen in as Dave White and Dominic Silman discuss questions about debt investing in Europe: 0:10-1:37 How have RED opportunities changed in the last few years? 1:38-2:50 How has LaSalle determined where and what to invest in? 2:54-4:21 What does all of this actually mean for investors?
Listen in as Dave White and Brett Ormrod discuss questions about debt investing in Europe: 0:10-1:10 Why do green loans seem to be the exception? 1:12-2:03 How is this affecting the market? 2:05-3:03 How are sponsors and investors responding to these challenges? 3:05-3:45 What does this mean for investors bottom lines? 3:48-4:37 How would you summarise the current opportunity?
The summer and autumn of 2024 saw growing optimism among real estate investors. The belief that the dawn of 2025 would open with sunny skies for the real estate market was driven by falls in interest rates from peak levels, fading economic growth concerns and real estate valuations now more aligned with market transactions. But with more uncertainty creeping into the picture in late 2024,…
While dawn is universal, across Europe it can appear different from each location and every angle. European real estate is transiting inflection points following a deep capital market correction. The INREV ODCE index shifted in the latest quarter from declines to positive after seven down quarters. Against this backdrop, we share our Impressions of a Rising Cycle in Europe , with a focus on what…
In the Global chapter of ISA Outlook 2025 , we look at how to make the most of this new dawn and the opportunities it may present, but with a watchful eye on ways the new day could go off track. We examine these through four broad themes in this year’s report: the morning sky , the capital stack hangover , the breakfast menu , and the early bird . We examine each of these concepts in turn, and ask…
We regularly receive questions about past property market dislocations and what they might tell us about today, such as: Is office the new retail?, Will the 7+ years it took retail to rebalance be a template for office? and Should we be worried about the wave of supply in US apartments? In our latest ISA Focus report, Rebalancing past and present, we engage in patten recognition across a range of…
One of the most important factors we consider when deciding where to invest capital is the transparency of a real estate market. This encompasses the transparency of market fundamentals and investment performance, as well as: its legal and regulatory transparency, the prevalence of listed vehicles, the transparency of transactions processes, and the transparency of reporting on sustainability…
