Insights and Research
CIM White Paper
Core Real Estate Now: A Strategic Entry Point
The core real estate market has seen significant improvement in recent years, driven by stabilizing economic factors and strong real estate fundamentals. Several recent developments, including interest rate cuts and slowing inflation, may position core real estate as a more attractive sector for investors.
CIM White Paper
Capitalizing on Data Center Expansion: The Evolving Risk Profile
Data centers are experiencing a build boom supercharged by AI and 5G technologies. As more opportunities emerge in the data center landscape, we believe it’s imperative for private investors to grasp the evolving risk profiles and return potential of data center investments.
CIM White Paper
Changing Dynamics in Commercial Real Estate Lending: Understanding Today’s Private CRE Credit Opportunity
The private credit market’s rapid expansion can be both an opportunity and a challenge for investors. This asset class offers potentially higher current income and portfolio diversification, but it’s important to understand the nuances of private credit and the specific dynamics at play.
CIM White Paper
Uncovering Value: Advantages of a Multi-Strategy Approach to Alternatives
Unlike traditional single-strategy funds that focus on just one style or asset class, multi-strategy funds like CIM Real Assets & Credit Fund (RACR) are designed to have multiple points of possible alpha generation. With an investment strategy that includes multiple asset classes, fund managers also have more flexibility to pivot allocations based on market conditions.
CIM White Paper
From Businesses to Buildings: Comparing Corporate and Commercial Real Estate Private Credit
Private credit has played an increasingly important role in commercial real estate financing, but not all private credit is created equal. Discover how private corporate credit and private commercial real estate (CRE) credit compare and how each may enhance an overall investment strategy.
CIM Market Insight
Industrial Real Estate
Prior to COVID-19, the growth of ecommerce was fueling an industrial real estate boom. The pandemic and lockdowns only accelerated those trends as consumers turned to online shopping for food, clothing, exercise equipment and other goods. Various drivers reveal the industrial sector will continue to play a key role in fostering socioeconomic resilience.
CIM Market Insight
Waste and Wastewater Management
As U.S. population growth and economic activity continue, effective waste and wastewater management remain critical to public health. Bolstered by the trajectory of economic growth and public policy, this essential sector may present investment opportunities worth considering.
CIM Market Insight
Social Infrastructure
While financing social infrastructure assets is generally considered a public sector responsibility, private capital often supplements financing needs. Several market factors point to the expansion of private investment opportunities in healthcare, education and transportation infrastructure designed to support communities.
CIM Market Insight
Energy Transition
A revolutionary opportunity is taking shape in the energy industry as energy producers pursue a transition to renewable sources. Renewable energy promises to transform power generation, transportation, infrastructure and more as overwhelming government and business support fuels demand.
CIM White Paper
Urban Real Estate: Holding its Advantage Over the Suburbs
Certain gateway markets have experienced outmigration to suburban markets due to dislocation caused by COVID-19. However, many secondary cities have benefited from population and job growth during this time. We believe that thriving urban markets will continue to present investment opportunities in the years to come.
