Chart of the Month Archives - Bluerock

10-year rolling private real estate returns have been generally consistent

Bluerock — Thu, 29 May 2025 21:45:28 +0000

1 min read – Private real estate, through the many economic ups and downs since it has been officially measured in 1978, has never experienced a 10-year annualized return below 4%...

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Current Inflation-Adjusted Institutional Real Estate Values are Back to Near GFC Levels

Bluerock — Tue, 29 Apr 2025 20:50:43 +0000

1 min read – After a substantial value decline in U.S. institutional real estate due to rising interest rates, capital values have now reached 2010 levels, after adjusting for inflation...

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Higher Credit Quality in Broadly Syndicated Loans vs Traditional Private Credit a Key Differentiator

Bluerock — Thu, 27 Mar 2025 21:03:44 +0000

1 min read – Traditional private credit loans (loans to smaller sized companies) have substantially higher exposure to low rated, CCC (highly speculative) loans than pools of more liquid, broadly syndicated loans (BSLs)...

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SunBelt Growth Projections Could Foretell Favorable Commercial Real Estate Performance

Bluerock — Wed, 26 Feb 2025 20:15:22 +0000

1 min read – Location’s critical role in the success of all real estate endeavors is widely acknowledged. One way to define a good location is the population growth of a region or metro. Illustrated in the chart, the U.S. Sunbelt population grew more than 3.5 times the growth rate of non-Sunbelt regions from 2014-2023...

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Negative Real Yields for Traditional 60/40 Portfolios Highlight the Need for Alternatives

Bluerock — Wed, 22 Jan 2025 22:21:50 +0000

1 min read – Real yields, deducting the annual inflation rate from nominal yields of a 60/40 stock/bond portfolio, have been negative since 2020.

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Not All Corporate Loans are Equal: Larger Companies have been Better Performers

Bluerock — Fri, 20 Dec 2024 15:57:46 +0000

1 min read – The private credit market has experienced rapid growth in recent years, but investors should carefully consider the underlying loans in the portfolios they invest.

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The Industrial Sector Rent Growth Opportunity

Bluerock — Tue, 26 Nov 2024 15:55:32 +0000

1 min read – Intense industrial sector demand growth over the last several years has created a rent and value growth opportunity as average U.S. industrial rents 5 years ago are approximately 27% below today’s market.

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Individual Investors are the Fastest Growing Slice of Alternatives’ Expanding Pie

Bluerock — Mon, 21 Oct 2024 15:15:57 +0000

1 min read – Estimates call for global alternative investments to grow from $25 trillion in 2023 to $60 trillion in 2032, driven in part by individual investors’ increasing allocations to alternatives solutions.

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Institutional Real Estate Values, Net of the Office Sector, Turn Positive in Q2 2024

Bluerock — Tue, 17 Sep 2024 20:37:51 +0000

1 min read – Institutional real estate values, represented by the NCREIF ODCE, have commenced a turnaround from their nearly 2-year decline, similar to many other commercial real estate indices. Despite a struggling office sector which posted negative returns in Q2 2024, all other subsectors generated a combined positive return with the industrial sector leading the way.

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Industrial Sector Projected to Outperform All Property Types Through 2028

Bluerock — Mon, 26 Aug 2024 12:28:40 +0000

While it appears that overall commercial real estate values are near their low point in Q3 2024, projections for value appreciation among major property types through 2028 vary significantly. Industrial sector values are projected to increase well above the overall average driven by new demand for industrial space stemming from the continued growth of e-commerce.

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