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Perspectives on today’s real estate market

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Our real estate team believes that the current market offers opportunity for strategic allocation of real estate for long-term investment benefit. We also see themes taking shape that will impact the opportunity throughout 2021:

Sector themes

  • Alternative sectors are set to outperform traditional sectors
  • Selectivity is key in traditional sectors

Rethinking urban centers and suburban life

  • Strong conviction: U.S. sees demographic shifts in favor of suburbia, sunbelt cities and home working
  • Subtle changes in Europe as culture, language, planning and transport support urban locations and Northern European living
  • Large coastal U.S. cities are most at risk from home working; demographically older commuter cities are more exposed in Europe, while we are convinced that the office is unlikely to lose allure in Asian cities

Capital flows convictions

  • Global central banks policies will remain very supportive for real estate flows and values
  • We are set to see a sector rotation in the U.S., Europe and Asia

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Wendy Pryce
Wendy Pryce
Real Estate Product Specialist