The Rumors of CRE’s Demise Have Been Greatly Exaggerated
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, debt markets are functioning again, and U.S. commercial real estate...
2026 U.S. Commercial Real Estate Outlook and 2025 Year in Review
In 2025, U.S. commercial real estate continued its uneven recovery, with momentum improving but outcomes still highly dispersed. Transaction activity strengthened and pricing stabilized, yet liquidity remained constrained and fundraising headwinds persisted,...
Demographic Oriented Real Estate and the Virtus Real Estate Strategy 2025
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 this two-decade-long whitepaper series, we revisit and update our long-standing focus on...
Private Markets Asset Classes Performance – Reality Versus Rhetoric
Private markets offer diversification and long-term performance potential, but opacity, illiquidity, and inflated marks can distort the picture. Reported gains don’t always equal realized value. Virtus’ analysis emphasizes the importance of focusing on realized IRR...