The Insights into Real Estate Series includes research and comments on the commercial real estate market and potential opportunities when investing in real estate securities. These insights are prepared regularly by Grubb & Ellis Alesco Global Advisors, advisor to the Grubb & Ellis AGA Mutual Funds.
Learn more about investing through our Investor Education Frequently Asked Questions.
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CMBS: The Next Shoe to Drop? The ability of landlords to refinance upcoming commercial mortgage-backed securities (CMBS) maturities has important implications for the commercial real estate industry. Contrary to what some in the media suggest, we do not believe that near-term CMBS maturities will cause a wave of "forced sales" of institutional class properties at distressed prices. |
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Real Estate: It's Still a Local Business We believe that real estate is an important global asset class that deserves an allocation in most investor portfolios. While commercial real estate is a global asset class, it remains a "local" business. |
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For Investors Seeking Income and Total Return, Improving Commercial Real Estate Credit Provides Opportunity Based on our belief that the worst is behind for REITs, we believe REIT bonds and preferred equities may provide an opportunity for investors to capitalize on improving REIT credit and capture meaningful price appreciation while potentially enjoying high yields on their investments. |
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Global Real Estate Landscape The listed real estate market (publicly traded property companies) has grown dramatically over the last few decades but remains small on an absolute basis. We expect continued growth in this market as more countries adopt REIT legislation and regional equity markets continue to grow. |
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Benefits of Real Estate Securities in a Diversified Portfolio Includes recent real estate market statistics, performance and correlations for US and International real estate securities. |
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Correlation is a measure of the interdependence of two random variables that ranges from a perfect negative correlation at -1, absence of correlation at 0, and perfect positive correlation at +1.
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