Tariffs, Occupancy, and Impact on Asset Pricing
Debt yields are reshaping asset pricing. If you’ve been watching cap rates press against long-dated Treasuries, you’ve seen the spread narrow to levels not observed since 2006...
Not all asset classes are created equal
Industrial and multifamily continue to exhibit durable demand, while office and select retail face structural headwinds. Investors are repricing risk with higher cap rate cushions, emphasizing proven rent growth...
Retail Sector Fallout
In Westside submarkets, lease-up cycles have elongated. Anchor health dictates center gravity; weak anchors magnify inline churn...
Industrial Properties Facing Recession Shock
Near LAX and Vernon, logistics facilities tied to tariff-sensitive goods show rising vacancy. Credit selection and rollover staging matter more than ever...
We focus on stabilizing properties to maximize yield and long-run value creation.