Investment Management

Real Estate


Clarion 2Q2016 Market Commentary

Real estate shares were positive for the quarter and are positive year-to- date as investors seek above average yield underpinned by stable earnings growth. Real estate companies out-performed broad equities and bonds during the Q2 and year-to-date.


Clarion 1Q2016 Market Commentary

Real estate shares rebounded sharply in March, recovering from February lows, as investor sentiment turned decidedly positive in what was a mercurial macro-driven quarter.


Clarion Q42015 Market Commentary

Despite improved fundamentals and solid earnings growth, real estate stock prices did not increase commensurately as fears of rising interest rates, geopolitical concerns, and slowing global economic growth weighed on investors’ confidence. on concerns that global economic growth may be lower than previously expected, but on a relative basis materially outperformed broad equities.