A New Dawn: Seizing Real Estate's Moment of Opportunity
As we enter 2025, we remain in the midst of a massive transition in the investment landscape. The momentum of the distant past (where unusually low interest rates helped propel growth, asset appreciation, and easy leverage) has long since faded, replaced by a more challenging, higher-interest-rate environment that requires an increasingly strategic, methodical approach.
But we believe a new era of recovery and opportunity is upon us.
As many central banks begin cutting interest rates, fundamentals have improved, more capital is coming into markets, and global growth has shown signs of strength. From a wide-angle perspective, broader themes such as meaningful global demographic shifts (that are helping to reshape economies, industries, and geographies); the rise of AI and automation (which are transforming industries and workplaces); and a continued global focus on decarbonization are also guiding our increasingly positive forward-looking investment thesis.
These are all reasons that investors should approach the new year with both confidence and optimism.
