Chestnut Viewpoints
Insights on Real Estate and Economic Trends
Interest rates and the lending market for commercial real estate
Q4 2024 We discuss how rising interest rates, stricter lending standards, and impending loan maturities pose challenges to the commercial real estate market, while strong property performance offers a stabilizing factor amidst uncertainty.
Why Middle Market Medical Outpatient Buildings with Operating Partners
Q2 2024 We discuss how Chestnut Funds capitalizes on market inefficiencies in middle market real estate to offer investors attractive opportunities by partnering with specialized operators and leveraging strategic asset aggregation.
Examining the MOB Sector in Light of the Broader CRE Environment
Q1 2024 We discuss and analyze current market conditions and their impact on the MOB sector, while also examining the structural demand drivers that we believe support MOB investment.
Telehealth: Impacts on Outpatient Healthcare Services and Facilities
Q4 2023 We discuss how telehealth may have the potential to impact the quality, accessibility, efficiency, and cost of outpatient healthcare services and its implications for the demand for medical outpatient buildings (MOBs) and other healthcare real estate properties.
Impact of Higher Interest Rates, Tighter Lending Standards, and Work-From-Home on Commercial Real Estate Valuations
Q3 2023 We explore how the convergence of higher interest rates, tighter lending standards, and the growing trend of remote work are impacting the commercial real estate markets.
Topics of Interest in the Current Investing Environment
Q3 2022 We discuss macro-economic factors that we monitor as we evaluate investments and manage our current portfolio.
Borrowing Rates & Commercial Real Estate
Q2 2022 We share our thoughts on the impact of higher borrowing rates on private commercial real estate.
How Real Estate May Serve as a Hedge Against Inflation
Q1 2022 We share our thoughts on the causes of the current inflationary environment, how real estate may act as an inflation hedge, and how Chestnut’s investment strategy is influenced by this.
Data Centers: Demand and the Middle Market Investment Opportunity
Q4 2021 We outline our focus in the industrial sector- data centers, its demand story, and how we intend to continue to access investment opportunities related to this property type.
Shopping Shifts: Perspectives on Retail Properties in the Current Context
Q3 2021 We share our thoughts on the retail sector, the challenges it faces, opportunities that may exist, and how our current investment strategy is informed by these factors.
Back to the Office: Work from Home and the Impact on the Office Market
Q2 2021 We analyze the cases for remote work and hybrid models and explore their potential impact on the office sector.
Why Medical Outpatient Buildings
Q1 2021 We outline reasons why we invest in medical outpatient buildings and share our view of what the future might hold for this property type.