David J. Lynn, Ph.D.

Articles by David J. Lynn, Ph.D.

Two of the Top Ten Issues Affecting Commercial Real Estate

Each year, the Counselors of Real Estate produces their annual Top 10 Issues Affecting Real Estate.

Why Invest in Global Gateway Industrial Markets?

When combined with access to a strong population base, reasonable barriers to entry that keep supply in check and an efficient transportation and infrastructure network, distribution facilities in global gateway ports may present a compelling opportunity.

An Economic Perspective on Sovereign Debt Overhang, Budget Cuts and Growth

Debt overhang leads to lower growth and inefficient allocations and decisions for a myriad of reasons. Cautionary parallels can be drawn between firm and sovereign financial distress.

Revisiting My Top Ten Challenges for 2011: Did I Get it Right?

I’m often asked for an ex-post review of my prognostications. I can’t disagree because, after all, it would be rather disingenuous to provide forecasts without any degree of back testing. So how accurate was I in 2011? Where did I get it wrong? We’ll see below.

Demographics and Real Estate Demand

Demography is a critical driver of real estate demand. Population growth in the world rapidly accelerated in the 20th century and is still increasing. While the growth may be leveling off in some industrialized countries, it is still robust in most countries.

Portfolio Strategies in an Uncertain World

The investment world is still characterized by a significant amount of risk aversion.

Five Surprises in a Backdrop of Economic Malaise

Economy will remain in slow growth mode for another three to four years.

The Student Housing Opportunity

Opportunities for investment in student housing are growing.

The Early Phase of Real Estate Recovery

Clarion Partners' David Lynn comments on the early phase of the real estate recovery.

A Positive Start to 2012, But Caution Remains

The U.S. economy expanded less than forecast in the fourth quarter as consumers curbed spending and government agencies cut back. Real GDP climbed 2.8 percent on an annual rate, up from 1.8 percent in the third quarter.