Cedrik Lachance, Director of Research at Green Street, dives into the dynamic world of REITs and commercial real estate. He discusses the promising capital deployment opportunities in sectors such as data centers, healthcare, and self-storage, driven by recent market premiums. Lachance highlights the strong rent growth potential in data centers while noting that the office sector may also see a resurgence. He explores the impact of public-private valuation gaps and investment trends in both the U.S. and Europe, revealing unique challenges and opportunities.
