American Realty Advisors

Happy Labor Day to the hardworking men and women that make up the United States labor force. Thank you!

AI is a great tool for helping us analyze even more data – Sabrina Unger and Stanley Iezman discuss in our latest In Conversation: https://lnkd.in/gYyVkwCc

ARA is pleased to share that Brian Greene has joined the firm as Senior Vice President, Investor Relations. Brian will be based in our New York office and will lead business development initiatives in the Eastern United States.

Sabrina Unger and Stanley Iezman talk about how real estate investment managers are thinking about AI in our latest In Conversation – watch it here: https://lnkd.in/gYyVkwCc.

The current supply wave and softer fundamentals combined with higher financing costs are prompting a pullback in construction starts that is expected to serve as the basis for a mid-cycle improvement of fundamentals. Click through to see our outlook for real estate sectors. Read our full Midyear House View here. https://lnkd.in/gTx32h2q Sabrina Unger Britteni Lupe

With our outlook for interest rates staying “higher for longer,” we believe sector, subsector, market, and submarket selection is going to matter even more in the next cycle. As you can see, varied returns and dispersion of rent growth forecasts show that choosing the right sectors and geographies can make a big impact on performance. Read more about our outlook for property markets in our Midyear House View. https://lnkd.in/gTx32h2q Sabrina Unger Britteni Lupe

There are many elements that go into portfolio construction – sector selection, location selection, and asset selection. While sector selection was notable in the last cycle due to the extreme outperformance of industrial and residential properties, as we look to the next cycle, we believe a spotlight will be shined on the importance of location selection – at both a market and submarket level.

Short on time but not on content, our Midyear House View video covers our outlook for inflation, employment, capital markets, and their impacts on real estate investment – all in six minutes. Click through to view our Midyear House View video. https://lnkd.in/gTx32h2q Sabrina Unger

ARA’s JP Perona and Sophia H. were excited to be a part of the recent BMO Thrive Academy Open House, where they met with talented local Los Angeles high school students looking to attend top colleges and universities and thrive in their future careers. ARA is proud to be a long-time supporter of Thrive Scholars and their mission to help high-achieving, underrepresented students get into and graduate from top colleges.

Is the tide turning on real estate sentiment? More than 60% of investors anticipate ramping up their real estate activity this year, and 90% of U.S. investors are signaling an expectation that they’ll either maintain or increase their allocations to the sector this year. Read more about our outlook for real estate in the coming months in our Midyear House View https://lnkd.in/gTx32h2q. Sabrina Unger Britteni Lupe