Global Investing and Diversification Trends in Real Estate

Global investing is now driven by diversification rather than yield premiums. Sophisticated investors are allocating globally to reduce risk and capitalize on growth prospects in different markets. Non-developing mature markets no longer offer substantial risk premiums. Instead, investors seek diversification across countries and regions. This trend is here to stay, as being a global player requires a global presence. Europe remains an attractive market for investment, despite ongoing economic challenges. Demographics, digitalization, and decarbonization are key themes driving opportunities in the real estate sector, with a focus on affordable housing and seniors housing crisis.