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CEO Perspectives
Update from Jon Gray: A New Cycle for Real Estate
Jon Gray clearly announced that the 3.5-year-long winter for commercial real estate is over, and "a new cycle for real estate has begun." Borrowing costs have dropped significantly, coupled with a cliff-edge drop in new supply for logistics and residential properties. Capital has become cheaper, yet high-quality new homes cannot be built fast enough. This extremely rare and extreme supply-demand mismatch will massively drive up the capital value of existing high-quality/core assets over the next few years.
Growing with your country: Thoughts from a long-term optimist
In his 2026 Chairman's Letter to Investors, Larry Fink explores how long-term investing can help more people share in their country's growth as geopolitical change and AI are reshaping the global economy.
Tokenization could transform finance, write Larry Fink & Rob Goldstein
Larry Fink and Rob Goldstein write in The Economist on why they see tokenization as a bridge between traditional and digital markets that can make capital move faster, safer, and more broadly.