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Building into the Future: The Case for U.S. Industrial Development

Clarion Partners examines the convergence of long-term structural drivers and emerging cyclical tailwinds supporting U.S. industrial development. The report makes the case for new logistics supply as demand normalizes.

Industrial & LogisticsU.S. National
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Clarion Partners reviews the permanent extension of the Opportunity Zones program and its implications for real estate capital formation. The brief assesses how the structure shapes long-term investment.

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U.S. Quarterly Market Update: 4Q 2025

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A Golden Opportunity for Senior Housing

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The U.S. Commercial Real Estate Investable Universe

Clarion Partners sizes the U.S. commercial real estate investable universe across property types and strategies. The report quantifies the opportunity set available to institutional investors.

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U.S. Quarterly Market Update: 3Q 2025

Clarion's third quarter 2025 update tracks stabilizing values and income-driven performance across U.S. property. The firm believes the market is embarking on a new cycle following a peak-to-trough value decline of 18.7 percent.

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