Masters in Business
Cathy Marcus on Commercial Real Estate
Jan 11, 2024
Cathy Marcus, Co-CEO and Global COO of PGIM Real Estate, discusses real estate investments and their impact on wellness, the difference between private and public markets in real estate, the slowdown in transactions and preferences of investors in commercial real estate, the potential impact of geopolitics and elections on commercial real estate, and the global real estate investing and the importance of being a global provider.
01:02:50
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Quick takeaways
- Global investing is now driven by diversification rather than yield premiums, with sophisticated investors seeking to reduce risk and capitalize on growth prospects in different markets.
- Brexit continues to pose challenges for the UK real estate market, with negative economic ramifications persisting and affecting real estate values and market outlook.
Deep dives
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.
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