The document discusses the strategic outlook for U.S. commercial real estate, highlighting market allocations and fundamentals. It emphasizes a preference for large coastal gateway markets like Boston and Los Angeles due to stronger rent and price appreciation. The document also notes caution towards markets with weaker fundamentals such as San Francisco and New York. It provides an analysis of regional markets, favoring smaller coastal cities with natural supply barriers. The document reports strong U.S. commercial real estate fundamentals with high occupancy levels and NOI growth as of the second quarter of 2016.
doj/DataSet10/EFTA01388960.pdf
{"title":"U.S. Real Estate Strategic Outlook","document_date":"September 2016","document_type":"other","key_locations":["Boston","Los Angeles","San Francisco","New York","Washington D.C.","Portland","Oakland","Orange County","San Diego","Fort Lauderdale","Seattle","Miami","Charlotte","Austin","Houston","Atlanta","Phoenix"],"key_organizations":["NPI","NCREIF"],"reference_numbers":["DB-SDNY-0092996","SDNY_GM_00239180","EFTA01388960"]}