Cyclical and secular shifts are creating investment opportunities in real estate, and we think allocating across both private and listed will be critical. Cohen & Steers Head of Real Estate Strategy & Research Rich Hill spoke with the heads of our listed and private investment teams Jason Yablon and Jim Corl in addition to allocator Lauren Sertich to gain perspective on what’s ahead.
Session
Watch the session to learn about…
- Real estate repricing: Listed real estate is down meaningfully this year, while we expect private real estate values to decline amid decelerating growth, higher financing costs and tighter availability of financing.
- Setting up for strong vintage returns: Listed real estate tends to be a leading indicator for private, and we believe this indicates an opportunity for strong returns across both asset classes once the reset occurs.
- Secular winners and losers: We also see some notable opportunities emerging amid secular shifts in the real estate landscape, including next-generation real estate, offices and housing in the Sunbelt and “surban communities,” and disrupted and stressed properties.
Panelists:
- Jason Yablon, Head of U.S. Real Estate
- Jim Corl, Head of Private Real Estate
- Lauren Sertich, SVP, Real Assets Consulting, Callan
- Moderator: Rich Hill, Head of Real Estate Strategy & Research
← Real assets and alternative income in a changing landscape overview
INSIGHTS
Jason A. Yablon
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