Berkadia's Josh Bodin on multifamily market trends

“The commercial real estate market is actually much more diverse than most people realize…There are other markets that have done really well and that have really strong secular drivers—things like data centers that benefit from AI, and things like healthcare where senior living benefits from demographics.” Cohen & Steers Head of Multi-Asset Jeff Palma spoke with InvestmentNews about his views on inflation and key opportunities in listed real estate. https://bit.ly/47eD3C0

📉Is this the turning point? Signs of a recovering market and more favorable economic conditions in 2025 will be watched closely by investors for their potential to boost liquidity. In the meantime, the relative value of real estate as a capital-constrained asset class is beginning to be appreciated by investors 🔗 Read our full analysis: https://okt.to/6ZKu2E

Read a note this morning from BofA summarizing current Zeitgeist…”Money market yields going to drop at least 100bps next couple of quarters, so do I buy Treasuries when government owes $38tn, corporate bonds with spreads at 20-year lows, stocks trading on a 40x CAPE, or gold that’s just gone vertical? Tricky.” PGIM (global asset manager, $1.39 trillion AUM) suggests an alternative to consider… “Attractive entry point. Real estate values bottomed in late 2024, presenting investors with an opportunity to enter the market at below- replacement cost pricing. Core real estate yields now compare favorably to many fixed-income alternatives, enabling investors to achieve attractive risk-adjusted returns. With equities trading at historically high values, private real estate stands out for its compelling risk-return profile.”

Did You Know? One of the greatest strengths of private markets is their lower sensitivity to daily market swings. This steadier profile means private real estate can offer: ✔ Stability through tangible assets and consistent income ✔ Diversification with historically low correlation to stocks and bonds ✔ Resilience as performance is tied to fundamentals, not headlines That’s why both institutional and individual investors continue to turn to private real estate for long-term balance and stability. #InvestorInsights #WealthBuilding #PrivateMarkets #PrivateRealEstate #LankinPerspective

Recession, inflation, valuations, crypto. Get valuable insight on these hot topics from Nathan Thooft, CFA, CIO, multi-asset and equities at Manulife Investment Management, in the latest episode of Investments Unplugged. Catch the latest on market trends and smart strategies in asset management—listen now. https://bit.ly/4pVAQ5V #AssetManagement #Investing #Economy #ManulifeInvestments

🌐 The real estate market is moving cautiously, even after the Fed’s first rate cut in 2025. In this new episode of Invest Cast, our CFO, Andrés Dow, explains why Q4 could bring a gradual acceleration in residential demand — though not enough to be a true game-changer. A clear analysis of risks, opportunities, and key expectations for investors looking to stay ahead of every market move. Listen here 👇🏼 #B1Z #RiskAdjustedInvestments #SecuringInvestments #RealEstateInvestment #AssetManagement

Every strong portfolio rests on three key pillars: 1️⃣ Fixed Income — the stability layer, with both traditional and growth-oriented bond strategies. 2️⃣ Equities — diversified across Canadian, U.S., and international markets for long-term growth. 3️⃣ Alternatives — everything beyond the basics, including real estate, private markets, hedge funds, and even crypto. Each asset class plays a distinct role in balancing risk and return. Combined thoughtfully, they form a portfolio that’s built to endure and evolve with changing markets. A great excerpt from our recent conversation with our team's Portfolio Manager Philipe Elkrief, CFA

Echoes of Euphoria: What Crescat Capital Thinks About Today’s Market. The latest Crescat Capital letter reads like a calm warning shot across an overheated market. TL;DR: - Equity valuations are approaching dot-com-era extremes - record P/E ratios and the total market cap-to-GDP near historical highs. - Investor sentiment has drifted into euphoria: risk is being ignored, breadth is narrowing, and only a handful of mega-caps are carrying the rally. - Beneath the surface, transports and small caps are underperforming, signaling structural weakness. - Rising costs, stagnant demand, and policy uncertainty hint at stagflationary pressure building in the background. What this means for us: - Time to shift from “automatic growth” to a scenario-based mindset - the risk of a sharp correction is real. - Re-evaluate exposure to crowded trades; give more weight to contrarian and real-asset positions. - Liquidity, not leverage, is the key advantage in a euphoric phase. - Even strong projects and solid fundamentals can underperform if timing is wrong. The question to ask right now isn’t “What can still go up?” it’s “Does my risk profile fit the market we actually have?” Sometimes the most profitable move is not rushing for upside, but waiting with clarity and a plan.

After years of lagging behind their large-cap peers, small caps are finally poised for a meaningful move higher. With a multi-year base, improving technical signals, relative strength, and supportive macro conditions, the stage is set for a substantial breakout. 🐂📈🚀💰👇👇👇 $IWM $GLD $QQQ $OKLO $IONQ $CRDO https://lnkd.in/eK2YwjHh #smallcaps #investing #money #wallstreet #stockmarket Zacks Investment Research

As market volatility continues and interest rates remain elevated, distressed assets are becoming a growing focus for investors seeking opportunity amid uncertainty. From commercial real estate to underperforming debt portfolios, we’re seeing a shift in how institutions are approaching risk—and value. Led by experts Mike Nevins and Sean Hayes, our Distressed Asset Solutions team is helping clients navigate this evolving landscape with data-driven insights, strategic recovery plans and deep market expertise. Want to understand what’s fueling the current wave of distressed opportunities—and how to respond? Swipe through for key takeaways from our latest report and explore how our team can help you uncover opportunity amid uncertainty>> https://cushwk.co/497fyfs #DistressedAssets #RealEstateFinance #MarketInsights