Real Estate Sector Insights
Real Estate Sector Insights
There are interesting opportunities across all sectors and risk profiles today. We believe the living and logistics sectors have much stronger tailwinds than the other sectors, so we’ve been a lot more focused on these two, particularly for the core-plus fund.
We do a lot of work with our research team to determine where we expect to see stronger rental growth during the next five years. It’s certainly in the living and logistics sectors, but we are also feeling a bit more positive now about retail than we were maybe 12 or 24 months ago.
According to Hines research, the retail sector is forecast to be one of the best-performing sectors during the next five years. There are still some downside risks, particularly when you look at forecasts for e-commerce growth and online spending, but it’s certainly the sector where we’ve seen the biggest correction, both in terms of capital markets and rental correction.
Read the full interview with Jorge Duarte on the current conditions in the European real estate market.
Operating expertise essential for delivering core-plus returns in European real estate
Read the full interview in IREI Americas