Bridge Investment Group

As online sales continue to outpace brick-and-mortar retail, lasting demographic and behavioral shifts, especially among Millennials and Gen Z, are driving durable demand for modern logistics infrastructure. With growing expectations for speed and convenience, investors have an opportunity to capitalize on the evolving logistics landscape. Facilities closer to end consumers with higher throughput are becoming increasingly critical. To read more, click here: https://lnkd.in/dgK5JPF4

America’s industrial surge is accelerating. More than 400 new facilities are planned or breaking ground, backed by over $500B in announced investment. Apple Inc. alone has committed an additional $600B, supporting 450,000+ jobs across all 50 states. Why this matters: We see this surge driving sustained demand for high-power, water-intensive sites, logistics hubs, and supplier parks, which can unlock private credit opportunities in equipment, construction, and essential utilities. See more insights here: https://lnkd.in/ekefXRCj

Inna Khidekel, CFA, Senior Managing Director & Co-Head of Client Solutions Group, will be speaking at the PERE America Forum taking place on 4-5 November in New York. She’ll discuss investing strategies in key global markets and how capital allocations to the asset class are changing. We hope to see you there! https://lnkd.in/es857uQN

We’re honored to serve as the Presenting Steward Sponsor of the Project Access 2025 Keys to Success Celebration on October 11, themed Planting Seeds of Hope. Our partnership with Project Access spans 58 WFAH properties, supporting residents through programs in financial wellness, education, health, and community building. In the past year, 36% of WFAH households engaged with Project Access services. Notably, 94% of participating residents reported stronger relationships with their neighbors as a result. We’re proud to support this impactful work.

U.S. multifamily is moving steadily to an expansion phase of the cycle. Our analysis of the 50 largest markets shows nearly half are already in Early Expansion—occupancy is above historical levels and rent growth momentum is accelerating. By mid 2026, we expect 40 of 50 markets to be in this phase, assuming absorption trends track the 2017–2019 average.

Markets expect the Fed to begin rate cuts next week, but inflation is still above target. While core inflation remains firm, labor market conditions are cooling but stable. If the Fed makes a policy shift within its dual mandate, communication will be key. The Fed must balance easing with the risk of reigniting inflation—especially amid potential signs of stagflation-lite. Read here: https://lnkd.in/eRpz5BnN

Rachel Diller, Co-Head Bridge Multifamily & CIO, Bridge Workforce & Affordable Housing, will be moderating a panel at the Federal Reserve Bank of New York on Monday, September 15 at 4 PM ET. The discussion will explore how institutional capital can support affordable multifamily housing for low- and moderate-income renters. We look forward to welcoming all who are available!

Bridge is excited to embark on the next phase of its growth journey, Powered by Apollo. Read the full press release to learn more about the transaction and the potential we see ahead as part of Apollo: https://lnkd.in/eZCyhyse

We're proud to support the Urban Alliance Property Management Pathway program through our ongoing partnership with the PENSION REAL ESTATE ASSOCIATION (PREA) Foundation. As an owner/operator, Bridge is proud to be able to provide this initiative as part of our commitment to fostering career pathways and creating meaningful opportunities for young talent in the real estate industry.   This year, we've had the privilege of hosting several interns through the program, and their testimonials speak volumes about the impact of this experience. Stay tuned for more on how we’re investing in the future of property management and empowering the next generation of leaders.

On August 27th at 2:00 p.m. ET, Rachel Diller, Senior Managing Director & CIO of Workforce & Affordable Housing at Bridge Investment Group, will join findCRA for a fireside chat on aligning CRA priorities with scalable, impactful housing strategies. Rachel has over 20 years of experience in real estate and finance and has capitalized 120+ real estate projects worth $3.6 billion in 23 states. She will share insights from Bridge’s Workforce & Affordable Housing Strategy, which focuses on preserving affordability and driving measurable community impact.