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Economics, Hotel, Sector Watch

EastAlliance Sector Watch: Hotel Snapshot

While the hotel sector was seen as largely doomed during the early stages of the pandemic, as the world emerged from lockdowns, we have seen the hospitality sector provide some unique opportunities and entry points.  Among all the bad headlines ...
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Economics, Sector Watch, Student Housing

EastAlliance Sector Watch: Student Housing Snapshot

Despite increased interest rates, well-located student housing continues to be viewed favorably as a resilient property sector, registering record highs in 2022.  According to data provided by Yardi, the 2022 academic year began with record leasing rates (96.6%) within its ...
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Economics, Multifamily, Office, Student Housing

Economic Outlook Snapshot

As 2022 ended, it proved to be another quarter of economic uncertainty, and there is no shortage of opinions on the state of the US economy and where it is headed. As of the date of writing this, there seems to ...
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Economics, Office, Opinion, Sector Watch

EastAlliance Sector Watch: Return To Work And Its Implications On Our Office Market Strategy

Typically, our Sector Watch reports are designed to share our observations about investment news, real estate markets, and the global economy. However, for this installment, we want to unpack the latest on how some firms are addressing the return of ...
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Economics, Office, Opinion, Sector Watch

EastAlliance Sector Watch: How COVID-19 Is Shaping Opportunities, Risks, and Perceptions in the Office Sector

As we have noted in previous sector watch reports, no area of commercial real estate has not been deeply affected by the global pandemic.  And while we have previously shared our perspective with you on the logistics and the retail ...
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Consumer Behavior, Economics, Logistics, Opinion, Retail, Sector Watch, Supply Chain

EastAlliance Sector Watch: Potential Post COVID Shopping Trends & Their Impact on Retail and Warehouse Space

In a Sector Watch Report we shared earlier this year titled “Shifts in Consumer Behavior and Their Impact on Logistics & Retail Space”, we offered a hypothesis:  If one wanted to understand how the distribution and logistics ...
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Consumer Behavior, Economics, Logistics, Retail, Sector Watch, Supply Chain

EastAlliance Sector Watch: Shifts in Consumer Behavior and Their Impact on Logistics & Retail Space

As you know from previous posts or having worked with us in the past, we are constantly researching trends that extend beyond the traditional focus on interest rates, housing statistics, the stock market, jobs numbers, broad economic data. etc. Of ...
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Economics, Finance

Understand The Past To Understand The Future

Given the times in which we find ourselves, it is safe to say uncertainty will be here for a while longer. The disruption and pain caused by this pandemic has far-reaching implications to every nation and certainly brought the entire ...
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Economics, Infrastructure, Innovation, Logistics, Medical, Opinion, Supply Chain, Sustainability

Near Term Questions For A Long Term Strategy

We find ourselves cloaked in uncertainty sparked by a pandemic, and it is too early to know when the global family will graduate into this post-”now” world.  But what we do know is that the disruption to society, commerce, and ...
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