David J. Lynn, Ph.D.

David J.
Lynn, Ph.D.
CEO,
Everest High Income Property

David Lynn, Ph.D., is CEO of Everest High Income Property in San Francisco. 

Articles
Looking Backward, Looking Forward: The Evolution of Commercial Real Estate  1
Major shifts have taken place in the commercial real estate industry, which is transforming from a highly localized, deal-driven business to an international market characterized by lower transactions costs, abundant information, lower risk premiums and increasing sophistication.
China: A Wide-Awake and Hungry Giant 
I was recently in China and, like so many people, I was impressed by its growth, progress, wealth creation, real estate markets—and even, believe it or not, its political governance.
Seniors Housing: Another False Dawn? 
In the late 1990s, there was much fervor around seniors housing, resulting in significant development, over-supply and disappointing returns.
Commercial Real Estate in a Slow-Growth Recovery  1
GDP growth of around 3 percent may fall short of the 4 percent to 5 percent growth seen in past recoveries. This has implications for commercial real estate (CRE): like most investments, CRE typically performs better when the economy’s wind is at its back.
Five Predictions for 2014 2
As 2014 gets underway, David Lynn, Ph.D., executive vice president and chief investment strategist at Cole Real Estate Investments Inc., takes the opportunity to make five bold predictions for the year.
A Look at the Macroeconomic Picture  1
David Lynn checks in on the macroeconomic picture as 2013 winds to a close.
Supply Anxiety? Try This Strategy 
Commercial real estate has posted three-and-a-half years of robust total returns, attracting significant inflows of investment capital. At this point we may want to begin to fear our own good fortune, as there is nothing worse than free-flowing capital to encourage over-development which tends to kill the party.
Retail Resurgence 
Retail real estate has demonstrated its staying power in the years since the financial crisis and has the opportunity to continue to perform well based on market fundamentals.
A Requiem for Commercial Real Estate?
Has the income which had been the investors guiding light for five years, suddenly become an oncoming train? Does this spell the death-knell for commercial real estate? I don’t think so.
Market and Sector Beta Strategy
Prices for real estate, like any other economic good, are a function of supply and demand. Since each market has different underlying demand drivers and supply constraint characteristics, investment returns vary.
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.
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