Real Assets: Fundamentals
2025 Real Estate CIO Roundtable Webcast Replay
May 14, 2025 45 Minute Watch

Welcome to the replay of our latest webcast, where we delve into the pressing issues and opportunities shaping the current real estate landscape. In this session, our experts provide a comprehensive market outlook, explaining why we anticipate a prolonged "higher-for-longer" scenario, contrasting sharply with the V-shaped recovery seen during the Global Financial Crisis (GFC).
We also explore strategic investment decisions in the face of persistently high interest rates. Should you invest in real estate now, or adopt a "wait and see" approach? Our panel offers valuable insights to help you navigate this complex environment.
Discover potential opportunities across the U.S., EMEA, and APAC regions, as our experts highlight where to look for promising investments. Additionally, we discuss the state of the office and retail markets, examining whether the office sector has reached its lowest point and if retail has fully rebounded.
Finally, we address liquidity and valuation concerns, identifying where opportunities exist to provide liquidity under current market conditions and offering perspectives on today's private real estate valuations. This webcast is essential viewing for anyone looking to stay informed and make informed decisions in today's dynamic real estate market.