Recent Blog Posts
Trend Czar

The Five Cap Rate Rule

May 4, 2015

  I was talking to a portfolio manager last week just as he was reviewing the latest benchmark quarterly return for open-end diversified funds from the NCREIF-ODCE. The total return for the first quarter on the highly followed index was 3.39%, including a hefty appreciation component of 2.20%. The NCREIF-ODCE has been registering annualized returns for core real estate managers in the low teens for the last several years well above the historical annualized mean, which…

The Full Nelson

The New Millennials

May 1, 2015

There has been a lot of talk about the new millennials as of late. At recent conferences, I heard Scott Rechler from RXR and Billy Mack speak of how this demographic is transforming cities where they want to live and work.

Counter Culture

Will Retail Investment Properties Thrive When Interest Rates Rise?

May 1, 2015

Shaun Riley of Faris Lee Investments explains his take on the impact of rising interest rates in this EXCLUSIVE guest column for for the upcoming ICSC RECon 15.

Net Lease Insider

McDonald’s Cap Rates So Far Unaffected by Corporate Turmoil

May 1, 2015

McDonald’s (MCD), a long time behemoth in the net lease sector, has found itself under significant pressure lately.

Executive Watch

Face Time

April 28, 2015

Once upon a time, face-to-face office meetings between a boss and employee were the norm, and interviews were conducted in person. Not anymore.