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Insights are comprehensive reports and white papers that provide in-depth analysis of a particular issue or asset class we believe may impact our clients. 

  • July 2021 Insight – Healthcare

    Inflation is currently the topic de jour for investors. The easing of COVID-19 lockdowns has pushed inflation (as measured by CPI) to levels not seen since 2008.

  • June 2021 Insight – U.S. Legislative Agenda

    Since the beginning of the COVID-19 crisis, Congress has provided for more than $5 trillion in incremental spending and tax relief. That represents more aid than we saw over the last five U.S. recessions combined. Moreover, recent Biden administration proposals suggest we could see additional stimulus later this year.

  • Healthcare Update | December 2020

    The COVID-19 crisis was a one-two punch for the notfor-profit healthcare sector. Instability in capital markets wreaked havoc on healthcare balance sheets, particularly investment portfolios and overall liquidity.


    Seven months into this COVID-19 crisis, we have a good sense of how real estate is weathering this storm, and how it will perform over the next cycle.

  • Highland Associates – MOODY’S COVID-19 WEBINAR NOTES

    On April 30, 2020, Moody’s hosted a webinar titled “COVID-19 and Not-for-Profit Healthcare Ratings.” The webinar was hosted as an opportunity for participants to gain a better understanding of how Moody’s is managing ratings during the COVID-19 crisis.