David J. Lynn, Ph.D.

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

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

How We Learned to Love the Core Real Estate Asset Pricing Bubble
In the main global gateway markets—New York, London, Tokyo, San Francisco, etc.—metrics save average spreads indicate that the assets in these markets may be overpriced and headed into bubble territory.
A Few Thoughts on Commercial Real Estate in 2015 1
With most institutions, not to mention high net worth investors, still under-allocating their capital to real estate, combined with the strong performance of both NCREIF and NAREIT, we can expect more investment capital to come into commercial real estate.
Investing in Emerging Market Real Estate for the Long Term
Increasing global economic integration makes the opportunities in international real estate investment more compelling than ever before.
Whither Active Private Real Estate Portfolio Management?
In active portfolio management, mispriced market segments and properties are worth seeking out.
Five ‘Whys’ for Commercial Real Estate Investing  2
Commercial real estate is a unique asset class that warrants consideration by investors given the many benefits.
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.

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