Download the presentation here: Top Ten 2014 Presentation NYCREW
Politically important insights into commercial real estate outlook for the next 2 years. Commercial Real Estate already experiencing radical recovery even as economy goes slower than predicted.
Download the presentation here: dennis_yeskey_nycrew_2011 (2).pptx
This is a continuation of our recurring series of reports looking at major trends in the capital markets. Following on our October 2011 report “October Surprises” this year we look at what events have been “Big Surprises” and “No Surprise” so far in 2012 as well as looking forward to the “Next Surprises” that may be on tap as we prepare to move into 2013.
Download the presentation here: October Surprises 2012
This year’s Top Ten Preview — the 11th Edition of Dennis Yeskey’s annual analyis — is different. We have a very unconventional pick for top factor influencing CRE: Government Intervention.
Download the presentation here: Top Ten Preview
The purpose of this brief is to compare expectations published in our May 31st report with realities that have transpired as of mid-October. In particular, we want to highlight the impact of the “August collapse/September meltdown” of the stock market, which weakened the economy and caused consumer and investor sentiment to darken (Exhibit 1). This update focuses on key issues impacting commercial real estate, with a particular focus on how the economy, government, fundamentals, equity and REITs, and debt markets have performed against our predictions and the conventional wisdom that prevailed earlier in 2011. While some of the drivers have behaved in line with our spring forecast, others moved in unexpected directions that shed light on the outlook for 2H11 and into 2012.
Download the report here: October Surprises 2011
Commercial real estate is a investment that is rising in the capital markets arena.The outlook is positive despite and because of massive uncertainity in the stock market,the economy,regulatory changes,and the political enviroment.The forecast for the second half of 2011 is based on economic drivers (slowing down and less than predicted by most forecastors), the residential recovery (which is not happening), new regulatory rules (which will not be as offensive as convential wisdom indicates), improving CRE fundamentals (which are tracking historic norms but slighly slower), along with the equity markets (still strong) and the debt markets (improving but relying too much on a dysfunctional CMBS industry).What is hot– multifamily, hotels, selected CBD offices especially NYC, infill retail in urban areas especially luxury oriented brands. Watch REITS including global reits.
Powerpoint presentation for the 22nd Annual Winter Leadership Conference in December of 2010. Presented by Dennis Yeskey for Alix Partners.
Download the presentation here: abi_deck_2010_10_v12.pptx