Note from the Editor: Issue #19

Amidst rising geopolitical tensions, economic uncertainty, and adjacent pressures, one question stands out for investors: is the US still the right place for commercial real estate investment?

When it comes to real estate, institutional investors have something many individual investors can struggle to afford: patience.

And with their extensive systems of governance, compliance, ethics, and fiduciary responsibility, their view of the horizon is often leagues above what ordinary investors find at ground level.

As such, institutional investors are well positioned to follow the cycles set by real estate itself, which can often be influenced by current trends in the near term, but are otherwise subject to trends that extend far beyond the workaday economy.

In this context, data are referents, merely; consumer reports, migratory movements, technological advancements, and economic trends provide critical data, but so too does conviction, which is not easily quantified and thus not easily swayed by politicking or emotion. (Or as Benjamin Franklin once quipped: an investment in knowledge pays the best interest.”)

And in today’s global climate of weakening democracies; expanding combat