The investment landscape is shifting from regional-specific strategies to a global investment perspective, driven by persistent policy uncertainty worldwide and varying economic outlooks across markets. Investors face a critical choice: pursue the potential upside of a real estate recovery or prioritize resilient income and downside protection. A globally diversified portfolio allows for the pursuit of both.
This collection of insights explores the specific, actionable opportunities that arise from this complex environment. Our analysis demonstrates that successful investment now depends on a granular understanding of individual countries, capital sources, sectors, and submarkets.
UNITED STATES
- Where Are the Best Last-Mile Industrial Opportunities?
- Is There Market-level Mispricing in the Apartment Sector?
EUROPE
- Has Logistics Space Demand Fallen Too Far for Further Real Rental Growth?
- Can Rent Regulation Hold Back Rental Growth in the Residential Sector?
ASIA PACIFIC
- Can Yield Spreads Help Identify Investment Opportunities in Japan?
- What Do Cash-on-Cash Returns Tell Us About the Investment Outlook?
MEXICO
- Is Mexico Gaining Share of Advanced Manufacturing?
- Are Industrial Tenants Looking Past Uncertainty?
PRIVATE CREDIT
- How Will Lender Competition Shape the Private CRE Credit Landscape?
- Does Germany’s Rising NPLs Signal an Opportunity for Investors?
For financial professional use only. Not for use with the public.
The views expressed herein are those of PGIM Real Estate investment professionals at the time the comments were made and may not be reflective of their current opinions and are subject to change without notice. Neither the information contained herein nor any opinion expressed shall be construed to constitute an offer to sell or a solicitation to buy any security.
Certain information in this commentary has been obtained from sources believed to be reliable as of the date presented; however, we cannot guarantee the accuracy of such information, assure its completeness, or warrant such information will not be changed. The information contained herein is current as of the date of issuance (or such earlier date as referenced herein) and is subject to change without notice. The manager has no obligation to update any or all such information, nor do we make any express or implied warranties or representations as to the completeness or accuracy. Any projections or forecasts presented herein are subject to change without notice. Actual data will vary and may not be reflected here. Projections and forecasts are subject to high levels of uncertainty. Accordingly, any projections or forecasts should be viewed as merely representative of a broad range of possible outcomes. Projections or forecasts are estimated, based on assumptions, subject to significant revision, and may change materially as economic and market conditions change.
This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment advice and is not a recommendation. Clients seeking information regarding their particular investment needs should contact their financial professional.
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