Whilst no part of the economy or capital markets remains untouched by the pandemic, some real estate sectors are more affected than others, whether that be through the normal course of the business cycle, the idiosyncrasies of social-distancing measures that weaken occupancy, or a shift in investor sentiment towards long-term prospects that undermines valuations.
We firmly believe that rental housing will continue to prove an ‘all-weather’ asset class, given the non-discretionary nature of housing (people need a roof over their heads), well-established secular trends support occupancy (demographics, chronic undersupply) and positive investor sentiment that supports valuations.
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