Q1 2025 Quarterly Market Thoughts
We began 2025 with generally positive tones based on continued improvement in transaction volumes, steadying interest rates (likely higher for longer), and an improving capital […]
Q4 2024 Quarterly Market Thoughts
As of year-end 2024 the overall CRE markets were settling into a new normal with higher interest rates and generally lower transactions volumes. Turning the […]
Q3 2024 Quarterly Market Thoughts
The third quarter was rounded out with incessant rhetoric, a bit of vitriol, and little consensus across the aisle within our two-party political system. Thankfully […]
Q1 2024 Quarterly Market Thoughts
Echoing our opening salutations from last year’s 1Q report – We hosted our Annual Investor conference just prior to pressing “send” on this report and […]
Q4 2023 Quarterly Market Thoughts
From where we sit it’s nice to have 2023 in the rearview mirror. This past year was a difficult time in all facets of Commercial […]
Q3 2023 Quarterly Market Thoughts
Once again for the 3rd year in a row our opening remarks in the 3rd quarter have begun with paying a bit of homage to […]
Q2 2023 Quarterly Market Thoughts
It’s been a hot summer across Texas; we hope you’ve been able to travel to higher ground to beat the heat with family and friends. […]
Q1 2023 Quarterly Market Thoughts
Just prior to pressing “send” on this quarterly report, we hosted our Annual Investor conference. Thank you to all that attended, we are grateful for […]
Q4 2022 Quarterly Market Thoughts
2022 provided a tremendous first half, and in the second half we witnessed a steep burn down of the capital markets since Barry Sternlicht’s “sugar […]
Q3 2022 Quarterly Market Thoughts
Looking back at this time last year our ‘Stros had a “fight to the finish” and lost the 2021 World Series (WS) in game seven; […]
Q2 2022 Quarterly Market Thoughts
As the heat wave continues over most of the US, we hope our readers had a relaxing summer and each of you were able to […]
Q1 2022 Quarterly Market Thoughts
We hope this finds our readers excited for the approaching summer break while acknowledging we all should be mindful of those caught up in the […]
Q4 2021 Quarterly Market Thoughts
As we go to publication, the war in Central Europe has begun. We sympathize with all people facing the atrocities of war wherever they may […]
Q3 2021 Quarterly Market Thoughts
The tail-end of the 3Q-2021 for those ‘Stros fans was a fight to the finish. The competition was fierce and fun to watch. Similarly, we’ve […]
Q2 2021 Quarterly Market Thoughts
A little more than half of 2021 is in the books, and thankfully things are looking less uncertain compared to this time last year. With […]
Q1 2021 Real Estate Market Thoughts
What a ride the last year has been. We hope this finds you well and adjusting back into what we all wish to be a […]
Q4 2020 Real Estate Market Thoughts
Once again, we hope this Quarterly Update finds our readers healthy and looking forward to a fresh start to 2021. We continue to be optimistic […]
Q3 2020 Real Estate Market Thoughts
We hope this Quarterly Update finds our readers healthy and “carrying on” during a year that many will never forget. As part of our continued […]
Q2 2020 Real Estate Market Thoughts
Our Market Thoughts this quarter are somewhat lengthy as there is so much to talk about amidst the upheaval of COVID, the recession and gyrating […]
Q1 2020 Real Estate Market Thoughts
The last 60 days has been quite a ride, and it feels more like a year for many of us. We have been flooded daily […]
Q4 2019 Real Estate Market Thoughts
We mentioned in our Q3-2019 market report that many existing and prospective partners ask about the trend towards higher office densities and what the long-term […]
Q3 2019 Real Estate Market Thoughts
After months of anticipation we finally witnessed the exuberance of the private capital markets and an extraordinary “tech” salesman collide with a more skeptical public […]
Q1 2019 Real Estate Market Thoughts
Once this quarterly report is published the Fund III acquisition team will have less than 9 months to invest the remaining committed capital. We are […]
Q2 2019 Real Estate Market Thoughts
Our TEAM continues to turn over many (rolling) stones to find strong investment opportunities in each of our markets, and considering we last referenced our […]
Q4 2018 Real Estate Market Thoughts
The never-ending saga of Washington politics has created an endless news cycle deflecting attention away from what we are all asking ourselves, how much longer […]
Q3 2018 Real Estate Market Thoughts
The yearlong shake down (a.k.a. search) for Amazon’s HQ2 has finally come to an end, and with a bit of a fizzle as Jeff Bezos, […]
Q2 2018 Real Estate Market Thoughts
It has been quite an interesting summer, which is winding down as we write despite the prospect of another month of heat here at HQ. […]
Q1 2018 Real Estate Market Thoughts
Many interesting things have happened in the broader world as well as in our little corner since we last wrote. The US 10 year Treasury […]
Q4 2017 Real Estate Market Thoughts
Our team has been quite busy during the fourth quarter of 2017 and the first two months of 2018. The final closing of Fund III, […]
Q3 2017 Real Estate Market Thoughts
As mentioned last quarter, with the benefit of some time and thoughtful perspective, we are able to reflect on Hurricane Harvey and its impact on […]