These are not programs in theory, but rather in commercial real estate investment strategy and execution based on real data and application. These programs are designed specifically to clear out the noise and zero in on the fundamental drivers of real estate value—and then create a range of strategies, responsive to both market conditions and your selected capital expectations, to execute on the creation of value.

We’ll cover global and US-specific macroeconomics, financial market conditions, the drivers of wealth creation in any given society and the role of “place” in it, demographics, societal trends, the dynamics and measurement of regional, local, and neighborhood economies, and then the identification of specific assets most likely to align with the resulting investment strategy. COVID Driven Migration patterns, and the at first “temporary” work from home phenomenon, which has become less “temporary” with each passing month, is upending fundamental real estate assumptions. We will avoid the hype, examine the reality, and the lasting implications of what’s been occurring. We’ll cover a range of investment strategies, from CORE, Value Add, Distress (and near-Distress), as well as the Development decision, and how and when to pivot between strategies, and we’ll draw from proprietary data sets as well as compilation of existing publicly available data.