2025 Mid-Year Global Investment Outlook: Alternative Sectors

2025 Mid-Year Global Investment Outlook: Alternative Sectors

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The Alternative Sectors

Medical office, single-family rentals (SFR), purpose-built student accommodation (PBSA) (particularly in Europe but also in select U.S. markets), self-storage, and data centers each have compelling demand-side drivers. Given the slowdown in new construction across sectors, fundamentals are generally healthy or on an upward trajectory in each. Medical office should benefit from the aging of the population, not only in the U.S., but across developed markets globally. SFR provide an alternative to expensive for-sale housing while catering to the millennials who are increasingly aging into their child-rearing years. 

Key Takeaway:

Given the slowdown in new construction across sectors, fundamentals are generally healthy or on an upward trajectory

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The Opportunity:
Purpose-built student accommodation offers compelling investment themes

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Student housing in Europe, long a magnet for international students, may receive a boost from Asian and Canadian students who otherwise may have studied in the U.S. in previous years. 

Finally, data centers have been supercharged by the AI boom, but there’s concern that a reduction in capex by hyperscalers may slow the industry. However, given the emergence of new sectors such as driverless cars, the demand for data processing is likely to have quite a long runway.

Disclaimer


The content herein and in the report is provided for informational purposes only. Nothing above or in the report constitutes investment, legal, or tax advice or recommendations. Such content should not be relied upon as a basis for making an investment decision and is not an offer of advisory services or an offer to invest in any product or asset class. It should not be assumed that any investment in an asset class described herein will be profitable. Any projections, estimates, forecasts, targets, prospects and/or opinions expressed in these materials are subject to change without notice. Opinions or beliefs expressed in these materials may differ or be contrary to opinions expressed by others. Certain information above and in the report has been obtained from third-party sources. Hines has not independently verified such information.