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Sector Updates
Health Care & Lab Space 12-02-2016
Industrial 11-11-2016
Lodging 11-18-2016
Mall 11-30-2016
Net Lease 12-09-2016
Office 12-05-2016
Residential 11-11-2016
Self Storage 12-08-2016
Strip Center 12-06-2016
Tech 11-29-2016

2017 U.S. Mall Outlook

Published 01/24/2017

High occupancy and virtually no new retail supply should provide solace for investors in mall real estate. However, ecommerce, department store struggles and retailer store rationalization continues to weigh on mall fundamentals. The U.S. Mall Outlook provides a deep dive into supply and demand, growth forecasts and valuation estimates by market, and includes 3-page market “tear sheets” for the top 50 U.S. metros.


View Excerpt


2017 U.S. Industrial Outlook

Published 01/20/2017

The U.S. Industrial Outlook report takes an in-depth look at the industrial sector, including national and market-level forecasts for 2017-2021. Eric Frankel refers to the industrial sector as “the belle of the commercial real estate ball." While demand outpaced rising supply in ’16 by roughly 40 million square feet, supply and demand should mostly match in coming years, keeping occupancy at its current level of over 91%. This report provides a thorough analysis of supply and demand, growth forecasts and valuation estimates by market, and includes 3-page market “tear sheets” for the top 50 U.S. metros and proprietary submarket grades for over 400 submarkets.

View Excerpt


Video: Transportation Revolution Will Impact Property Sectors

Published 12/08/2016



In this recent interview, Dave Bragg discusses the transportation revolution and its expected impacts on real estate. He provides added color through real world examples and highlights other disrupters that are key focus areas for Green Street. For further details, recall our special report earlier this year, Transportation Revolution: The Impact of Ride-Hailing and Driverless Vehicles on Real Estate.


Property Prices Drift Sideways

Published 12/06/2016

Property price appreciation has cooled this year. Prices have been stable over the past three months and are up a modest 3% this year.


Download This Month's CPPI


Why Are REIT Values Below The Private Market?

Published 11/23/2016


 
Green Street's Jim Sullivan and Craig Leupold talk about trends in commercial property valuations in a recent GlobeSt article.The public market is a bit more concerned about rising interest rates and what might be happening to fundamentals in gateway markets like New York and San Francisco than the private market is.

Read GlobeSt Article


Real Estate Disrupters Will Create Opportunities

Published 06/15/2016


Analyst Joi Mar explained why long-term disrupters like driverless cars and online education are not currently being reflected in operating fundamentals and values. Similar to the evolution of eCommerce, “real estate disrupters will create winners and losers, and that creates investment opportunities.”


Dirk Aulabaugh Sees More M&A likely for REITs

Published 06/08/2016


Dirk Aulabaugh, Managing Director of Green Street’s Advisory & Consulting group, listed the Cousins - Parkway Properties and Colony Capital - Northstar mergers, as well as the JBG reverse merger in the past few weeks as evidence of the elevation in M&A activity. Moving forward, Aulabaugh sees the possibility of more M&A in the residential, mall, and office sectors.


Retail Discussion at ICSC 2016 with DJ Busch

Published 06/06/2016


Senior analyst DJ Busch was one of twenty retail experts interviewed at the annual International Council of Shopping Centers (ICSC) RECon convention in Las Vegas. This engaging 15-minute video provides insight on Green Street’s mall quality grades, trends in the industry and how players are adapting to the evolving, omnichannel environment.


How Green Street Advisors determines a REIT’s valuation

Published 04/01/2015

Download Green Street's updated REIT Valuation guide based on its NAV-based pricing model for the general public. The model has been pivotal behind the firm’s superb twenty-year recommendation track record. The guide provides the nuts and bolts of an NAV-based analysis, the factors that impact the premiums at which REITs should trade (franchise value, balance sheet risk, corporate governance, and overhead), and Green Street's relative valuation approach for identifying the most/least attractively valued REITs.

Download Green Street's Methodology




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