The Weekly Take from CBRE
Alternative: On Deploying Capital in Today’s Real Estate Market
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.
36:36
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Quick takeaways
- The real estate capital markets are gaining momentum as investor sentiment improves, narrowing the gap between buyer and seller expectations.
- Manulife's strategic pivot towards private equity and focus on alternative sectors like affordable housing demonstrate a proactive approach to capitalize on emerging market opportunities.
Deep dives
Capital Markets Gaining Momentum
Recent discussions highlight a renewed optimism in real estate capital markets, with indications that activity is ramping up. Industry experts like Jessica Harrison and Kevin Asaph observe that after a challenging period, there is significant momentum building due to improved sentiment among investors. The consensus is that the market is resetting, with capital needing to flow into real estate assets as conditions improve. Acknowledging the cyclical nature of the market, they suggest that this uptick could lead to a sustained period of growth rather than a prolonged downturn.
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