Three Themes Creating Opportunities in Global Real Estate

This report outlines three key themes that are driving opportunities in the global real estate market. It discusses how uncertain market conditions, characterized by high interest rates and inflation, can create attractive investment opportunities for nimble investors. The report emphasizes that despite negative sentiment, the fundamentals for high-quality real estate remain strong, with demand outpacing supply in several sectors. The themes identified include demographics and affordability, changing consumer preferences, and deglobalization. It details how these factors contribute to a growing need for housing and other real estate assets. The report also highlights the challenges in the market, such as rising construction costs and limited supply, which are exacerbated by zoning constraints and a lack of financing. Furthermore, it presents insights into sector-specific opportunities, including multifamily housing, logistics, and senior living, indicating a significant demand for institutional quality housing in various regions, including the U.S., Europe, and Asia Pacific.