Bridge Investment Group

Brandon Flickinger recently spoke at the Blue Vault Alts Summit 2025 in Dallas, discussing Bridge's approach to our Net Lease strategy. It's been great getting out and meeting with everyone on the road. We look forward to seeing everyone at future events this year!

Bridge Investment Group has agreed to be acquired by Apollo Global Management, Inc. to operate as a platform within Apollo’s asset management business, upon closing. This agreement aligns with our objective of expanding our profile as a leading real estate owner-operator, while providing Apollo with immediate scale in real estate equity. We are excited for Bridge’s future with Apollo, continuing our focus on driving meaningful value for our investors and communities. Learn more about today’s announcement here: https://lnkd.in/eDPxTiau

Housing affordability for US renters has deteriorated, reversing gains from the previous business cycle. The market continues to struggle in delivering enough workforce housing while preserving existing affordable stock. Since 2019, the number of cost-burdened renter households has grown by over two million, with nearly half of all renters now spending more than 30% of their income on housing. Read more here: https://hubs.la/Q037z8dJ0

Yesterday, Brandon Flickinger, Senior Managing Director and Co-CIO of our Bridge Net Lease strategy, was featured as a panelist at the InterFace Conference Group Net Lease West conference in Los Angeles. We look forward to seeing everyone at future events this year.

Last week’s Fed meeting brought no surprises, with policymakers holding rates steady as expected. Unlike central banks easing in response to economic strain, the Fed remains in wait-and-see mode—keeping future rate cuts contingent on further inflation progress or labor market softening. Read more here: https://hubs.la/Q035C1X60

We are delighted to announce the promotions to Senior Managing Director and Managing Director for 2025. We are proud to acknowledge the exceptional contributions and pivotal roles these individuals have played in the growth of Bridge, as well as their dedication to the culture we have built. To read the full press release, click here: https://hubs.la/Q035kFbx0

What does the investment landscape look like as we head into 2025? Our Chief Economist and Head of Research, Jack Robinson, shares his views alongside our senior leaders in the latest 2025 Outlook Webinar. Watch the replay here: https://hubs.la/Q034Kg6f0

Couldn't attend our 2025 Outlook Webinar live? The replay, featuring Bridge senior leaders discussing key investment themes and the 2025 landscape, is now available on our website. Check it out here: https://hubs.la/Q034pjnC0

In December, Inna Khidekel, CFA, Co-Head of our Client Solutions Group, shared her perspectives on the U.S. housing shortage at the Global Property Markets Conference, offering her insights and outlook on this complex issue. https://lnkd.in/e6DzQAFJ

Register for our 2025 US Market Outlook Here: https://hubs.la/Q033MlWL0 As we refine our remarks for our 2025 Outlook webinar on January 27th, we scrutinize every data point and projection, adjusting where necessary. Working first with credible projections makes that work easier and our assertions more durable. At the foundation of our Outlook are projections for global and domestic growth—what do the next few years have in store for the US economy and others? One of our preferred sources, the IMF released its first World Economic Outlook (“WEO”) of the year, offering valuable insights into the projected path of the global economy. Since the previous WEO released in October 2024, the IMF revised global growth projections slightly upward, with much of the gain attributed to the US. Read more here: https://hubs.la/Q033MpCN0