The Weekly Take from CBRE Alternative: On Deploying Capital in Today’s Real Estate Market
16 snips
Mar 31, 2025 Jessica Harrison leads Transactions and Capital Markets at Manulife, transforming it into a private equity investor, while Kevin Aussef heads CBRE's investment properties in the U.S. They discuss the increasing momentum in real estate capital markets and the narrowing gap between buyer and seller expectations. Key focus areas include the lift in alternative asset classes like affordable housing and industrial storage, along with the impact of AI on investment decisions. They share insights on achieving higher returns in a recalibrated market landscape.
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Capital Markets Momentum
- Real estate capital markets are gaining momentum, with renewed interest from investors.
- Opportunities exist in alternative asset classes like affordable housing, cold storage, and industrial outdoor storage.
Market Reset and Repricing
- The real estate market is currently resetting and repricing.
- Investors are seeking higher returns, even for lower-risk assets, leading to a more attractive market.
Blended Returns and Higher Expectations
- Investors now expect higher returns (14-16%) even for core-plus investments, blurring traditional risk-return categories.
- This presents unique opportunities to achieve higher yields with lower risk profiles.