No area of real estate has been under more pressure than the office sector.  We won’t belabor the headwinds – flexible work, tech downsizing, debt maturities, etc. – in today’s report, but there is a niche section of office space benefiting from robust demand drivers.  Historically, we referred to this group as Medical Office Buildings […]

Although healthcare was thrown for a loop during the pandemic, Senior Housing (SH) is experiencing some of the strongest fundamentals we have seen in a long time.  Rebounding occupancy, stronger rental rates, and moderating labor headwinds are generating double digit Net Operating Income (NOI) growth.  Occupancy is still below prior peaks, but we believe demographic […]