Everything we do is underpinned by proprietary analytical tools and methodologies – then battletested by an in-house team of research analysts and real estate capital market experts. We believe that this combination provides Amherst Capital with an information advantage and differentiated perspective into the fundamentals driving performance.
U.S. Single-Family Rental: 2020 Institutional Activity
Market Update – March 2021Click Here to Download
Transitional properties offer a nuanced opportunity, from a first-mortgage lender perspective
Institutional Real Estate, Inc. – March 2021Click Here to Download
This interview was conducted by the managing director of Institutional Real Estate Americas, who recently spoke with Gabe Boyar, managing director of Commercial Real Estate Lending at Amherst Capital Management.
2021 Market Outlook – U.S. Real Estate
Market Update – January 2021Click Here to Download
This paper examines real estate market fundamentals and key themes to watch in 2021.
Amherst Market Commentary – COVID-19 Relief Helps Some, Leaves Over Half of Households Vulnerable
Market Update - May 2020Click Here to Download
Amherst Market Commentary - Coronavirus: Don't Forget America's 43.8 Million Renters
Market Update - March 2020Click Here to Download
2020 Market Outlook – U.S. Real Estate
Market Update – December 2019Click Here to Download
This paper examines real estate market fundamentals and key themes to watch in 2020.
U.S. commercial real estate still undervalued compared with U.S. stocks
Institutional Real Estate, Inc. – May 2019Click Here to Download
Recently, Jonathan A. Schein, managing director of global business development at Institutional Real Estate, Inc., spoke with Abbe Franchot Borok, head of originations at Amherst Capital Management, the commercial real estate lending business of Amherst. The following is an excerpt of that conversation.
2019 Market Outlook – U.S. Real Estate
Market Update – December 2018Click Here to Download
This paper examines real estate market fundamentals and key themes to watch in 2019.
Stabilized top tier office most exposed to a potential slowdown in Manhattan
Commentary – October 2018Click Here to Download
o Manhattan and surrounding New York City metro employment is growing and office absorption has been positive – but at a weaker pace than a few years back o Shifting trends in co-working are reducing office space needed per employee and potentially increasing risk to the market o Significant supply on the horizon with the addition of Hudson Yards and other projects may exceed demand o Rents are showing signs of recent declines, and concessions are increasing o With tight cap rates, and less steady demand, equity investments in stabilized top tier office is exposed to a potential slowdown
Home prices growing slowly in high tax East Coast cities - is tax reform to blame?
Commentary – July 2018Click Here to Download
o The 2018 Tax Reform Act passed in Dec 2017 included a cap on the State and Local Income Tax (SALT) deduction of $10k while raising the standard deduction. o This SALT deduction limit marginally disincentives buying-versus-renting for high-priced homes in areas with high taxes as homeowners are less likely to benefit from deducting local property taxes.
1. Provided through a consulting agreement with Amherst Capital