★ Daily Intelligence Briefings (DIBs)FinanceMonetary PolicyReal Estate & Construction Pummeling of European Commercial Property Markets May Worsen as Inflation Remains Entrenched Dealmaking and valuations in European commercial real estate (CRE) continue to weaken amid high interest rates and slowing growth. There seems…McAlinden Research PartnersJuly 11, 2023
★ Daily Intelligence Briefings (DIBs)Monetary PolicyReal Estate & Construction Bets Against Commercial Real Estate Broaden as Banks Could Face More Risks From Resurgent Rates Mounting evidence shows commercial real estate coming under continual pressure from rising rates, which could create another major headwind for the…McAlinden Research PartnersMay 2, 2023
★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology Data Center Construction Continues Apace, But Some See REITs Threatened by Public Cloud Partners Despite a drawdown in the share prices of data center REITs, spending on facilities is booming this year. Several key…McAlinden Research PartnersJuly 20, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsMarketsServices Amazon’s Slowing Growth Weighs on eCommerce Space, Warehouse Operators Could be Victims of Contagion Amazon's recent earnings miss sent the company's shares tumbling by more than 10% and spawned a wave of fear that swept…McAlinden Research PartnersMay 3, 2022
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction The Retail Apocalypse Pair Trade: Long Warehouse REITs / Short Retail REITs The rise of digital retail, bargain shopping, and apparel rental have permanently changed the future of retail in the United…McAlinden Research PartnersSeptember 26, 2019