The painful reset of private real estate is nearing completion, and we expect 2025 to be a good vintage for real estate investment. Values have stabilised, total returns for 2024 are positive in most markets, and the dearth of new construction activity bodes well for the medium-term with Real Estate credit looking attractive. The U.S. election will create both headwinds and tailwinds for various sectors and geographies, but the megatrends that underpin our investments will play out over decades.
As a result of this bullish market, we will discuss the eight themes and opportunities that we see for European insurers across global real estate debt markets and sectors for 2025, focusing on a mix of long-term structural tailwinds and bottom-up analysis.
Hear from Nuveen’s senior real estate debt investors, covering key real estate debt markets – the US, EMEA, Australia and New Zealand. For each region we will discuss:
- Expected spreads and yields evolution going into 2025
- Expected rating migration and key credit risks to look out for
- Supply and demand outlook
- Relative value opportunities
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