The Secret London Office Boom

While the press speculation over Brexit gradually mounts to a frenzy and speculation mounts over the potential damage that leaving the EU could do to London’s financial services industry, London’s economy is secretly doing surprisingly well. A lot of official regional economic data is too out of date by the time that it is released

Trade War Not all Doom and Gloom for China’s CRE

The U.S-China trade relationship has clearly entered unchartered territory. The introduction of new and retaliatory tariffs indicates that no resolution is in sight. But where commercial real estate is concerned, it is not all doom and gloom, with several factors potentially alleviating any collateral damage arising from the conflict. Firstly, China’s economy. The economic landscape

Homeownership Challenge Benefits Multifamily

Recent housing statistics suggest a cooling in the existing housing market. This is generally good news for the multifamily industry. Even in a climate of high supply (2018 completions will likely surpass 2017), multifamily demand is holding up extremely well.  The latest data from CBRE Econometric Advisors reveals that, nationally, demand is outpacing completions. The Index

Bringing the Greater Bay Area to the World Stage

Southern China is experiencing a once-in-a-century transformation. The change will be societal. The transition will be economic. The outcome will forever alter the fortunes of the internationally important, globally connected economic zone. And now, there is a catalyst… The opening of Hong Kong’s high-speed rail, officially known as the Guangzhou-Shenzhen-Hong Kong Express Rail Link, marks

Asia’s Rising Star

When debating the most dynamic emerging markets globally, it’s hard to lose sight of Vietnam. Behind the scenes of its strong economic growth, lies an expanding middle class with thickening wallets. Understandably, this has fueled the appetites of  global investors looking to make their mark in this maturing domestic real estate market. Home to Asia’s

Will Surge in Global M&A Lead to More CRE Investment?

For a while we have been interested in the relationship between global M&A (Mergers and Acquisitions) activity and commercial real estate investment (CRE). Strong M&A activity is highly correlated with strong CRE investment levels. The latest data shows that the value of global M&A is approaching the market level of 2007. A 30% year-over-year increase

The Masterplan

The corridors to investment are opening up in the world’s second largest economy, which is home to the largest population on earth. Yes, this is a familiar story, but also an evolving story. Particularly so when China is viewed as a series of economic clusters as opposed to a holistic entity. Specifically, once we hone

The Car is Dead, Long Live the Car…?

The emergence of disruptive modes of transportation in recent years has fueled much discussion around the future of transit, including commuting patterns and parking requirements for office tenants In my hometown of San Francisco, ridesharing providers Uber and Lyft, private commuting service Chariot and eScooter companies Bird and Lime emerged seemingly overnight in recent years

The Asian Pivot

In the first six months of 2018, we have witnessed a shift in the global real estate industry. A major pivot has occurred in the source of investment flows coming from Asia Pacific. The island nation of Singapore is now the largest single source of global commercial real estate capital from this region, supplanting China.

The Tide is Turning

The tides are turning in Asia. Regional outbound flows, a space once dominated by Chinese capital is now being replaced by Singaporean investors. As Chinese investors decelerate their acquisitions of overseas assets and even begin to exit investments, we’ve seen Singapore take center stage. While it’s hard to untangle China’s role from any kind of