Off-Market Sourcing

https://sers.pa.gov/pdf/Investments/Investment%20Materials/09-22-2022-Oak%20Street%20Real%20Estate%20Capital%20Fund-Presentation.pdf

Relative Expected Risk Return Profile

 

https://sers.pa.gov/pdf/Investments/2022-Q2-RealEstate%20Performance-Update.pdf

National Median Home Price

https://cdn.nar.realtor/sites/default/files/documents/2022-12-01-market-update-and-outlook-lawrence-yun-presentation-slides-2022-realtor-party-training-conference-12-05-2022.pdf

Average Mortgage Payment as % Median Household Income

https://www.advisorperspectives.com/pdfs/2022/12-6-2022%20DoubleLine%20Total%20Return%20Webcast%20-%20Slides.pdf

Home Price Crashing Coming?

https://cdn.nar.realtor/sites/default/files/documents/2022-12-13-nar-real-estate-forecast-summit-the-year-ahead-lawrence-yun-presentation-slides-12-13-2022.pdf

Private Real Estate returns slow

https://www.lasalle.com/wp-content/uploads/2022/12/ncreif_report_2q2022.pdf

Core Target Considerations

https://www.lacera.com/sites/default/files/assets/documents/board/2022/BOI/2022-12-14_real_assets_agnd.pdf

San Francisco office vacancy rates continue to climb

https://www.jetro.go.jp/ext_images/biz/seminar/2022/407e70dc6909d6a9/1207Webinar_en.pdf

The region's tech employers are experiencing slow revenue growth

https://www.jetro.go.jp/ext_images/biz/seminar/2022/407e70dc6909d6a9/1207Webinar_en.pdf

Housing Affordability

https://www.advisorperspectives.com/pdfs/2022/12-6-2022%20DoubleLine%20Total%20Return%20Webcast%20-%20Slides.pdf

Buying at distressed levels and making strategic "value-add" entitlements bolsters opportunity

https://irp-cdn.multiscreensite.com/966daf03/files/uploaded/RockspringFund_Info_Investor%20Presentation.pdf

Typical Appreciation of Land

https://irp-cdn.multiscreensite.com/966daf03/files/uploaded/RockspringFund_Info_Investor%20Presentation.pdf

Digitization Index and Market Growth

https://www.builddata.se/wp-content/uploads/2022/10/Redeye-141022.pdf

Real estate: where is the capital heading?

https://www.frontieradvisors.com.au/wp-content/uploads/2022/10/Market-Insights-RAT-quarterly-Q3-2022-Fundraising.pdf

Drought and fires

https://www.blackrock.com/us/individual/literature/presentation/uneven-impact.pdf

Population MSA

https://www.nielsen.com/wp-content/uploads/sites/2/2022/10/Radio-Market-Populations-Fall-2022.pdf

Even centuries-old monumental Amsterdam Canal houses can be 'future-proofed' and transformed into state-of-the-art 21st century

https://assets.kpmg/content/dam/kpmg/es/pdf/2022/10/real-estate-innovations-overview-2022-markets.pdf

H1 2022 Proptech VC Funding

https://static1.squarespace.com/static/5f28b4c22bb03130610cf298/t/62cceebef243187befd4d197/1657597632153/H1+2022+Proptech+Venture+Capital+Midyear+Report.pdf

Investor demand could deteriorate quickly as rates rise

https://www.kpmg.us/content/dam/global/pdfs/2022/bad-news-sells-data-tells.pdf

Macro themes impacting real estate markets

https://www.capman.com/wp-content/uploads/2022/09/CapMan-CMD-2022-presentations.pdf

U.S. Residential Housing, Representing $43T in Assets, Is Going South After a 12-Year Run

https://www.blackpeakcapital.com.au/wp-content/uploads/2022/09/AGCs-Fall-Tech-Capital-Markets-Update.pdf

US Property: Vacancy Rate

https://mysfers.org/wp-content/uploads/2022/07/072022-06-RA-Board-Presentation-July-2022.pdf

Q2 2022 PropTech Market Update

http://cdn.hl.com/pdf/2022/proptech-1h-2022-review-.pdf

SF Bay Area Home Price Appreciation & Market Cycles since 1990

https://www.compass.com/marketing-center/editor/v2/flipbook/74bdb81b-4a6f-4346-a9b1-cac9f073ef54

Residential real estate

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-the-markets/mi-guide-to-the-markets-us.pdf

Shifting Macro Landscape Requires More Discerning Investment Strategy

https://www.morganstanley.com/im/publication/insights/articles/article_2022globalrealestateoutlookrevisited_us.pdf

Private Real Estate Performance

https://ipers.org/sites/default/files/2022-06/Board%20Meeting%20Materials_06162022.pdf

Combined Market Statistics and Rankings

https://www.colliers.com/-/media/files/unitedstates/national/2022/2022_life_science_spring_snapshotcolliers_research_report.ashx?la=en&bid=01f63eefd306441397dd29754b688e3d

U.S. real estate: Residential

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-alternatives/mi-guide-to-alternatives.pdf

Surplus (Shortfall) of US Home Completions, Relative to Historical Average

https://pws.blackstone.com/wp-content/uploads/sites/5/2022/04/2022Q2_Getting-Ready-for-the-New-Normal.pdf

Private Real Estate - Fundraising Activity

https://www.dallaserf.org/sites/default/files/2022-05/Public%20Viewing%20Board%20Packet%20May%2010th.pdf

Work from Home and Arbitrage

https://www.aei.org/wp-content/uploads/2022/05/HMI-Briefing-Presentation-5.3.22-FINAL-1.pdf?x91208

Housing: Sales Dip After Surge

https://www.svb.com/globalassets/trendsandinsights/reports/qer-q1-2022/sam-1q22-ecobook.pdf

More than half of global AUM is in vehicles targeting North American investments

https://www.mckinsey.com/us/~/media/mckinsey/industries/private%20equity%20and%20principal%20investors/our%20insights/mckinseys%20private%20markets%20annual%20review/2022/mckinseys-private-markets-annual-review-private-markets-rally-to-new-heights-vf.pdf

Global real estate outlook

https://documents.nuveen.com/Documents/Nuveen/Default.aspx?uniqueId=a01ef6fd-cc06-46a5-b660-0f1b5d33a1c5

Worst States for Housing

https://beaconecon.com/wp-content/uploads/2022/02/2022.01.26_ColliersThornberg.pdf

Bubble Alert? Not Yet.

https://beaconecon.com/wp-content/uploads/2022/02/2022.01.26_ColliersThornberg.pdf

Flexible Rental Marketplaces

https://lntb2cassets.blob.core.windows.net/$web/assets/Marketing/Evolution%20of%20Online%20Marketplaces%20vS3

Economics of Zillow Offers

https://lntb2cassets.blob.core.windows.net/$web/assets/Marketing/Evolution%20of%20Online%20Marketplaces%20vS3

Supply Shortage Remains Low while Active Listing Price Continues to Drop

http://www.housecanary.com/wp-content/uploads/2022/01/Market-Pulse-Report-39.pdf

Price-to-Income Ratio and Homeownership Rate in 2020

https://www.aei.org/wp-content/uploads/2022/01/HMI-Briefing-Presentation-1.4.22-FINAL-v2-1.pdf?x91208

Bay Area Counties Assessed Value (AV) 2021-2022

https://www.sccassessor.org/edocman/AnnualReport2021-2022.pdf

What will be the primary value drivers for companies to maintain a future physical office footprint?

https://knowledge.uli.org/-/media/files/emerging-trends/2022/emerging-trends-in-real-estate-united-states-and-canada---2022.pdf

Inside Real Estate 2022

https://www.josepauloecon.com/wp-content/uploads/2021/11/Principal-2022-Inside-Real-Estate.pdf?x58954

Mortgage Market Monitor

https://www.blackknightinc.com/wp-content/uploads/2021/12/BKI_DR_OMM_Nov2021_Report.pdf

Where the world's unicorns and $1B+ exits are based.

https://albaniatech.org/wp-content/uploads/2021/12/Dealroom-Sifted-Startup-cities-in-the-entrepreneurial-age_compressed-1.pdf

Premium/Discount to asset value by sector as of Sep 21

https://documents.nuveen.com/Documents/Nuveen/Default.aspx?uniqueId=A01EF6FD-CC06-46A5-B660-0F1B5D33A1C5

Direct real estate/S&P 500 correlation

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-alternatives/mi-guide-to-alternatives.pdf

Work From Home Trend Continues in Top Metros

https://www.aei.org/wp-content/uploads/2021/11/HMI-Briefing-Presentation-11.1.21-FINAL.pdf?x91208

Commercial Outlook

https://cdn.nar.realtor/sites/default/files/documents/2021-11-12-commercial-economic-issues-and-trends-forum-lawrence-yun-presentation-slides-11-12-2021.pdf