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.
There are green shoots in the real estate market as signs institutional investors are increasingly returning to the asset class.
With only 5% of investable real estate found in the UK, is it time investors looked abroad as they would with equities and bonds?
With high inflation continuing to weigh on global markets, investors are increasingly considering real estate debt as a source of resilient income.
Liquid vs illiquid markets
Increased alternatives offering
Viktor Dietrich and Rebecca Crocker