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Portfolio Management

Close to the end: CRE value declines to stabilize - some debt plays already played out

Jun 7, 2024: “We are close to the end.” Portfolio managers see CRE value declines stabilizing in the next quarter, with debt platforms already highly active in multifamily and industrial. However, capital markets will no longer be at your back, it's all about focusing on the cap-ex and op-ex. Takeaways from the NAREIM Portfolio Management meeting.

Pass through cap-ex or fines from meeting BPS standards & use solar to drive NOI

Jun 7, 2024: Managers should try to pass through the penalties or cap-ex incurred with meeting BPS standards to tenants and look to solar installation to drive NOI. Takeaways from the NAREIM Portfolio Management meeting, sustainability discussion.

77% of PMs expect up to 3 more quarters of negative returns in 2024

Jan 31, 2024: Three quarters of portfolio managers expect the NCREIF ODCE index to report negative total returns through H1 and even Q3 of 2024 – with 86% anticipating returns decline another 4% to 8% this year, NAREIM Portfolio Management meeting takeaways.

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