Clarion Partners Insights

Amidst global uncertainty, learn why Clarion Partners believes defensive, income-focused strategies such as European net lease can be particularly appealing to non-European investors seeking stability...

Despite the recent surge in tariffs, Clarion believes the long-term drivers that have shaped the US industrial market over the past 15+ years should continue to drive growth within the industry and pa...

Clarion Partners believes the US economy remains well positioned heading into 2025, despite elevated interest rates and heightened geopolitical threats.

Clarion Partners believes several factors are aligned in creating a fertile environment for corporates to unlock cash from their real estate in the European sale and leaseback market.

Clarion Partners believes that well-located, high-quality rental housing will continue to be a strong performer over the long term due to a variety of macro, demographic, and financial factors.

Clarion believes the European logistics market is at a critical turning point and that to best capitalize on the nascent recovery, investors need to focus on building a modern logistics portfolio.

Clarion Partners suggest there is compelling data for DC plan sponsors to consider including private real estate as an investment option in a multi-asset retirement plan.

Although industrial property values have been impacted by the interest-rate driven correction that began in the second half of 2022, Clarion Partners is optimistic that values will stabilize in the ye...