The Real-Assets Reset: Time to Revisit Real Estate? – Hines Private Wealth Solutions – 10.14.26

Summary:

Join Hines for an inside look at the trends we see shaping real estate across sectors and regions, and what they could mean for portfolios.

• A focused recovery: Despite renewed macroeconomic uncertainty, real estate’s moderately paced recovery likely continues, with select markets positioned to progress more quickly as conditions evolve.
• A core portfolio pillar: Hines’ research suggests that real estate should be a core pillar of any diversified private markets allocation, representing roughly one-third of a 30% allocation to alternatives, or just under 10% of a total portfolio, with the potential to provide compelling income and long-term returns.
• Emerging opportunities: We see positive signals emerging across all four major real estate sectors and three global regions, including renewed momentum in retail and office alongside apartments and industrial.

Hines is a global real-assets investment manager with real estate at the core of its platform. Drawing on nearly 70 years of experience, Hines combines market data, local insight and investment expertise to help identify where opportunities may be emerging in the next cycle.

Accepted for 1 CFP / IWI / CFA CE Credit

Speaker:

Michael Hudgins is Senior Managing Director – Investment Research & Allocation with Hines. He is a real estate research expert who joined the Hines Proprietary Research Group in 2017. Michael is frequently asked to speak at industry events and has authored white papers and articles for industry publications. His experience has covered the real estate life cycle from construction to investment management. Prior to Hines, Michael worked at Ell Capital Management and JP Morgan Asset Management.