Real estate sectors and geographies typically behave differently because of varied fundamentals, but this year higher interest rates made for greater, disparate investment environments.
Private equity real estate is still navigating its winter season, with frozen capital markets waiting to thaw as pricing readjusts and the industry fully adjusts to the impact of higher financing costs. While transaction activity remains muted globally, we believe opportunities should arise from distressed sales that could more than double in 2024, and likely peak in 2025.
Our report goes much deeper with views directly from our Global Chief Investment Officer David Steinbach on the market impacts we faced and what opportunities lie ahead. Also, our Head of Global Research Josh Scoville shares his trend analysis and gleans green shoots from the performance data of past cycles.
You can now read the full whitepaper at the link below
