Weekly Market Review
In this recap, we summarize market performance and market moving news from the prior week.
Global repricing is happening quickly across the board and it is still playing out, making benchmark-driven investing difficult. Many of the opportunities we identify in this report are contingent on this reset of global real estate values continuing, taking pricing to levels that make sense in order for returns to compete for capital against other financial asset classes. Aside from secure senior debt plays that offer a high degree of capital protection through the cycle, timing will be key to successfully executing structural and cyclical investment strategies.
According to our forecasts, global real estate returns will be under pressure over the next 12 months or so – and many investors will be on the sidelines until the repricing runs its course.
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