“When we first started, we were very granular… But we should have bought everything and taken every opportunity because it’s all making money now,” says John R. Williams, of Avanath Capital Management.
Stocks have surged to record highs, and low borrowing costs have supported a flurry of home buying—and ultimately home price appreciation.
A commercial real estate correction is not only a possibility but increasingly likely in the middle term.
Finding companies actually cutting pollution means sifting through heaps of building certifications and sustainable bond rules that obscure potential greenwashing.
Private capital and supply solutions are pivotal to real progress in the sector.
Competition for industrial net lease assets is so high, sellers are marketing their properties without price tags to see how far buyers will go to win the bid.
The Evergrande ordeal could still inflict lasting damage to credit conditions and the economy.