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.

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.

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.

Q3 2022 We discuss macro-economic factors that we monitor as we evaluate investments and manage our current portfolio.

Q2 2022 We share our thoughts on the impact of higher borrowing rates on private commercial real estate.

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.

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.

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.

Q2 2021 We analyze the cases for remote work and hybrid models and explore their potential impact on the office sector.

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.

Q4 2020 We share reasons we manage real estate investment funds that invest in middle market real estate alongside operating partners in properties where the value exceeds the cost.