Lauren Ferry, Head of Portfolio Strategy and Solutions at Nuveen, Donald Hall Head of Research for the Americas and Nikita Rao Managing Director, Portfolio Manager, Housing, Americas, Nuveen Real Estate provide a real estate market update and discuss allocation strategies for navigating today’s challenging environment.
Historically, an allocation to real estate has delivered protection against inflation, diversification benefits, and steady income. Over the last two decades, the private real estate sector has produced more consistent returns than the U.S. equity markets, demonstrating the potential of private strategies to reduce overall portfolio volatility.
From a macro perspective, tight vacancies in most major markets across industrial, apartment, and retail sectors reflect a healthy U.S. real estate market. Although real estate prices have risen in substantially in the last few years, a record level of dry powder, a recovering office sector, and increased demand in industries like healthcare and biotech present strong future opportunities for investors.
For more insights on this topic, register & watch Nuveen’s webcast: Building more stable portfolios with real estate.
It has been a challenging year for investors, and many of the headwinds from the beginning of the year still remain: high levels of inflation, slowing growth, rising rates and central bank uncertainty. While there were few places to hide in 2022, we continue to see opportunities to protect portfolios from market volatility and generate real income with private real estate.
Hear from our real estate experts and lead portfolio strategist as they discuss the current state of the real estate market through the lens of asset allocation.
Topics covered will include:
- How are inflation, the economy, and real estate linked?
- Balanced discussion of the portfolio considerations.
- Overview of current performance in real estate with sector-by-sector views.
- The state of the housing sector.
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