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April 21, 2020 update
In our report on the impact of COVID-19 on North American real estate markets, we describe our approach to forecasting growth, outline several scenarios to consider, provide an update on capital markets signals, and predict expected relative impacts by tenant industry, property type, and geography.
Download the report

May 15, 2025
ISA Briefing: The trade war, relatively speaking: Tariffs and real estate fair value
The future “steady state” of trade policy remains unknowable because it rests on a host of complex factors.