White Papers

In our latest paper, we examine the widening gap between prevailing economic sentiment and what the hard numbers actually show. Growth has remained above trend, inflation is easing toward target Download the Paper Here …

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The original paper was first penned in 2006 as our “Jerry Maguire” moment of calling for a better way to invest in commercial real estate. Like the prior versions in Now drawing on data from multiple market cycles, including the GFC, COVID-19, and the Great Tightening, this paper examines whether these sectors still offer greater resilience than traditional property Download the Demographic Oriented Real Estate and the Virtus Real Estate Strategy 2025 Paper …

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The U.S. commercial real estate ("CRE") market in 2024 continued its "Divergent" trajectory, with significant variation in performance across property types and regions. Learn more below Download the 2025 …

It has been many years since there has been a more dramatic change in commercial real estate ("CRE") markets.  The unprecedented interest rate increases from the Great Tightening have had …

Virtus Presents: The 2023 U.S. Real Estate Outlook It’s been many years since there has been a more dramatic change in commercial real estate markets.  The unprecedented…

Recent years have seen immense investment interest in rapidly growing markets outside the general Tier-I “Gateway” commercial real estate markets.  However, with a climate of renewed uncertainty and In this whitepaper, Virtus explores the case for a new class of markets that have benefited from patterns in demographic growth, regulatory policy, and technological advancement over a much longer…

The impact of climate change on commercial real estate markets has long been underappreciated due to the pervasiveness and time distance of expected effects. However, that sentiment is beginning to…

Despite challenges in accounting for returns and benchmarking performance, alternative asset classes offer defensive or yield-oriented core strategies associated with large institutions along with lower macroeconomic and real estate…