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Leveraged Breakdowns

Bryce Webster

Sector Series: Industrial

Executive Summary / “TLDR” Industrial is a core sector within commercial real estate and is a popular sector for real estate private equity firms to invest in. Industrial’s main purpose is to store goods and facilitate the distribution of goods from manufacturers to retailers and direct to consumers. The industrial sector was favorably impacted by […]

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Sector Series: Data Centers

Executive Summary / “TLDR” Data centers, or large buildings that house racks of servers to store data, serve an important role in the increasingly digital world. While the data center sector is not dominated by traditional real estate private equity firms, it is worthwhile to have a baseline knowledge of the sector. This overview reviews

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Sector Series: Single-Family Rental

Executive Summary / “TLDR” The single-family rental sector is still in its early days, having emerged following the 2008-09 financial crisis and collapse in U.S. housing prices. The sector is well positioned going forward, with demand for single-family rental homes outpacing supply. Demand is supported by both demographic tailwinds (millenials entering prime family-formation years) and

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