Brookfield Perspectives
Special Episode: 2024 Real Estate Investing Outlook with Brian Kingston and Lowell Baron
Jan 10, 2024
Brian Kingston, CEO of Brookfield's Real Estate business, and Lowell Baron, CIO of Brookfield’s Real Estate Group, discuss the cyclical nature of real estate, the impact of distressed debt, the current state of the office space sector, the influence of interest rates, and the outlook for real estate investing in 2024.
23:03
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Quick takeaways
- The combination of favorable operating fundamentals and a stressed capital market creates a promising investing landscape in real estate.
- Demographics, de-globalization, and post-pandemic trends offer compelling themes and opportunities for real estate investing.
Deep dives
Investment Environment in Real Estate
The investment environment in real estate is currently favorable. Despite recent volatility, the next few years are expected to provide attractive investment opportunities. Real estate fundamentals, such as high occupancy rates and rent growth, remain strong. However, some investors who overleveraged or overpaid for real estate may need to sell, which could lead to more attractive pricing. The combination of favorable operating fundamentals and a stressed capital market creates a promising investing landscape.
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