Sector Watch – EastAlliance

Economics, Hotel, Sector Watch 2023-03-03

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 ...

Multifamily, Sector Watch 2023-02-16

EastAlliance Sector Watch: Multifamily Snapshot

The increased cost of home ownership, strong renter occupancy rates, and steady rental rate growth continued to make the multifamily sector attractive to investors through the end of 2022 – and we do not see that changing much as we ...

Economics, Sector Watch, Student Housing 2023-02-12

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 ...

Multifamily, Opinion, Sector Watch, Student Housing 2021-06-21

EastAlliance Sector Watch: The State of Student Housing

As you know, our Sector Watch Reports are designed to share our observations about relevant investment news, the state of real estate markets, and the global economy. Most recently, we shared some insights on what we found in the office sector, especially given ...

Economics, Office, Opinion, Sector Watch 2021-04-07

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 ...

Debt, General, Hotel, Logistics, Multifamily, Office, Opinion, Retail, Sector Watch, Student Housing 2021-01-22

EastAlliance Sector Watch: Things To Watch In 2021

By now, you are now familiar with our Sector Watch reports in which we share our thoughts and perspectives on investment news, real estate markets, and the global economy. Considering what we collectively experienced in 2020, there was no shortage ...

General, Office, Opinion, Sector Watch 2020-10-28

EastAlliance Sector Watch: Disruption Can Unlock Opportunity; Lessen Competition Across All Sectors

In previous Sector Watch Reports, we have focused our attention on assessing opportunities and risks in various property types or general observations on what we’ve seen in the marketplace or through our reading and research. For example, we’ve unpacked our take ...

Office, Opinion, Sector Watch 2020-09-01

EastAlliance Sector Watch: Perspective On Designing an Office Investment Strategy in 2021

While the pandemic has created some uncertainty in some property types in the US, interesting patterns, new ideas, and potential opportunities are emerging in others. As we continue to research the long term effects of the pandemic on the economy ...

Economics, Office, Opinion, Sector Watch 2020-07-29

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 ...

Consumer Behavior, Economics, Logistics, Opinion, Retail, Sector Watch, Supply Chain 2020-07-11

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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