Clarion Partners Insights

Clarion Parters believes overseas investors remain keen on European logistics and expect global interest to build further in 2026.

Clarion believes that the US commercial real estate market is embarking on a new, more nuanced cycle where differentiated performance will be driven by property type and geography.

Clarion believes investors who align portfolios with evolving logistics occupier requirements should be best positioned to benefit from a recovery and secure superior long-term returns.

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.