Mike Acton

Mike Acton, Head of Research and Strategy for North America at AEW, shares invaluable insights into the commercial real estate landscape. He explains how current valuations are driven by supply dynamics rather than recession fears, presenting a prime investment opportunity. Acton urges smaller investors to reconsider their portfolios, as leading institutional players are heavily invested in real estate. He also discusses potential M&A activity in distressed sectors, emphasizing the need for a focus on income growth amidst elevated tech valuations.