Gene Nusinzon, portfolio manager with Resource Alts, says the performance of different property sectors is no longer aligned, as it used to be in past cycles.
Healthcare clinics are becoming more attractive retail center tenants, investors are willing to pay more for well-positioned retail assets in high-growth secondary markets.
Industry insiders claim that mall traffic is rising and that newer retail centers, not e-commerce, are responsible for struggling properties.
Southeast cities including Nashville, Tenn., Atlanta and Charlotte, N.C. are seeing rising demand for apartments.
As CMBS lenders face stiffer competition, they are issuing IO loans on lower quality deals, insiders say.