Below you'll find our roundup of the best news and developments across the web, covering everything from real estate highlights to climate change, city developments, and urban planning. 

FIN FRONTIERS

120cd020-dd37-4c48-8775-d2c2e1e8dc17

Economic Symphony: Growth's Encore and What's in Store

In Q4, the US economy danced to a 3.3% growth beat, defying recession predictions. Consumer spending's upbeat tempo suggests a first-quarter encore. Will this economic rhythm sustain the show?  Read more.
ee966e5f-c558-4ff4-ba0e-c02e635ff674

Taylor's Tale: Inflation's Sail or Political Gale?

The Taylor rule suggests a looming Fed rate cut, but conflicting views at Davos raise a crucial question: Will 2024 be shaped by economic fundamentals or political factors? Supply-side uncertainties and geopolitical tensions add complexity. Are markets underestimating the risk? Read more.

REAL ESTATE HIGHLIGHTS

0f2e5b1a-bedc-44d2-910c-6f2d0ca4a13b

Blackstone's Tricon Tonic: Homes in Harmonic

In a housing market freeze, Blackstone's $3.5 billion buyout of Tricon Residential signals an awakening. History repeats as institutional giants stir, but will 2024 see a consolidation thaw? Read more.

0412f329-1f45-45e6-b414-31d3f75fda92

Homes and Loans: A Tale of 2023 Woes, Prices in Rows

In 2023, soaring prices, mortgage rates, and scant inventory froze the US housing scene. With the lowest sales since 1995 and dwindling affordability, can the market thaw in 2024? Read more.

CRE CORNER

b6dbaed0-f79e-4d84-a663-8801fad4deb7

Alternative Assets Ascend: A Rhyme in Real Estate Chime

Specialized real estate assets like self-storage and life sciences gain favor as traditional office values decline. Q3 2023 saw $18.3B invested in alternatives, comprising 15% of total, hinting at a portfolio shift. Will these unique properties prove the investment lift in 2024? Read more.

6bacd412-e52f-4682-a91b-75f51ac4c179

Blackstone's Real Estate Fate, Making Deals, Not Awaits

Blackstone, with over $1 trillion in assets, predicts a bottom for the struggling commercial real estate market. President Jonathan Gray reveals proactive strategies, making major transactions and eyeing opportunities, citing past success during uncertainty. Will their bold moves pay off? Read more.

METROPOLITAN MATTERS

2a877932-d4c1-4c4a-8782-b864976c113f

California Forever: A City's Endeavor, Where Urban Dreams Take Surrender. 

Tech billionaires plan a new California city, sparking skepticism due to secretive land purchases. Urban planner Gabriel Metcalf aims to tackle housing crises with a walkable, climate-friendly city, but can his vision overcome challenges? Voters decide in 2024. Will the "California dream" prevail? Read more.

0f7dab7e-d500-42ee-9ed2-5f46942b4f20

Twinning Cities, Future Ditties: Digital Oracles in Urban Kitties 

Barcelona's digital twin and global counterparts, from Ukraine's heritage to Pompeii's past, transcend time. Can these oracles predict urban complexities or echo enigmatic kitties, posing a rhythmic urban riddle?  Read more.

CLIMATE CHRONICLES

992d4e21-d17a-43d4-8ef0-334bc4e98a7f

Green Tax Bliss: Clean-Energy Credit Market Hits, Unleashing Billions Amid Climate Shifts

A $9 billion surge in clean-energy tax deals defies expectations, with companies selling credits to accelerate the green transition. Buyers like JPMorgan and Fiserv profit from tax breaks, signaling a game changer for renewable projects. Will this reshape the climate investment landscape in 2024? Read more.

25256947-19a5-4a40-b1d8-cd1830186cbc

Climate Change's Dance: A Chance for Advance or a Hasty Glance?

As the world heats faster than expected, the article explores urgent climate challenges and the elusive 1.5°C threshold. Amid barriers, opportunities arise for equitable climate solutions, focusing on urban resilience and nature-based strategies. Can history guide transformative change? Read more.

ALTERNATIVE AVENUES

9af33023-b633-4bf4-8511-0bfc81b9ebdc

Credit Beyond Banks: Private Stakes and Business Breaks

Small businesses in the U.S. are turning to private credit, a non-bank lending option witnessing a surge from $400 billion to $1 trillion in assets in the past decade. Critics call for regulation, but is it needed for this vital resource? Read more.

da0e1ac2-2f93-47df-9b55-a42aa47e6516

Wealth's Stealth: Family Offices Chart a Path of Math

In 2024's unpredictable market, family offices, custodians of vast wealth, are quietly steering away from market tumult. Learn their patient capital approach, strategic foresight, and resist the herd mentality for lasting stability and growth. Can their wisdom guide your financial voyage? Read more.

INSPIRATION ALLEY

e7751773-e778-426d-9e76-6e58bc69042a

 

Building Power: From Elevators to Electrified Cement, Structures Shape Energy's Next Event

As lithium-ion faces criticism, buildings step up as energy reservoirs. Elevators transform into storage units, electrified cement becomes a supercapacitor, and bricks, rocks, and sand emerge as energy houses. Can buildings revolutionize energy storage and lead us to a decentralized, resilient future? Read more.

CAUSE WE SUPPORT

The Global Fund

The Global Fund is a worldwide movement to defeat HIV, TB, and malaria and ensure a healthier, safer, more equitable future for all. This year, the Global Fund is calling on the world to Fight For What Counts and save 20 million lives.

Learn more.

HAVE A GREAT WEEKEND!

To invest and read more about the Sortis Funds, visit our website, or find us on Linkedin. We are happy to answer any questions you may have at dutton.elske@sortis.com.

Some of the content in featured in the newsletter may be behind a paywall and require a subscription to read.