MACRO VIEW AND INVESTMENT THESIS REDEFINED

REALESTATE

The real estate market’s growth will be aided by stable economic growth forecasted in many developed and developing countries. The effects of the emerging trends of working from home (WFH), and online shopping has been the main narrative for the Residential real-estate industry globally. Largely driven by surging e-commerce, sustained investor demand is widely expected to fuel further cap rate in the Logistics real-estate. While more recently the consumer ‘revenge-spending’, has boosted the retail, Commercial real-estate recovery. And with many organizations adopted remote work policies redirecting attention from the office real-estate sector the growth of the tech-savvy and adaptable digital nomad looking to call anywhere home, merge professional lives with vacation, establishing a new real-estate sector.

REALESTATE

The real estate market’s growth will be aided by stable economic growth forecasted in many developed and developing countries. The effects of the emerging trends of working from home (WFH), and online shopping has been the main narrative for the Residential real-estate industry globally. Largely driven by surging e-commerce, sustained investor demand is widely expected to fuel further cap rate in the Logistics real-estate. While more recently the consumer ‘revenge-spending’, has boosted the retail, Commercial real-estate recovery. And with many organizations adopted remote work policies redirecting attention from the office real-estate sector the growth of the tech-savvy and adaptable digital nomad looking to call anywhere home, merge professional lives with vacation, establishing a new real-estate sector.