Wheels down, elevation up
Falling global interest rates have provided relief for rate-sensitive sectors, particularly real estate. With valuations significantly adjusted, the asset class now presents an attractive entry point for investors seeking exposure.
Alternative sub-sectors offer unique demand drivers and the potential to outperform core real estate sectors.
Global real estate returns turned positive in the second quarter following two years of cumulative losses, suggesting a budding recovery in the asset class.
Fourth in impact fixed income range