House View

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Q3 2023 Real Estate and Infrastructure Outlooks

Explore our collection of six in-depth updates on real assets investments.

This content is exclusively for investors with the goal of providing valuable insights and analysis in this rapidly changing environment. Each report in this series delves into the unique factors shaping the real estate and infrastructure landscapes around the globe.

We invite you to explore the five Real Estate Outlooks across the globe, along with a sector spotlight on Infrastructure. Our Q3 2023 highlights include:

  • High conviction in the residential sector globally with a strong underweight to office
  • Prefer U.S. residential and logistics sectors
  • Highest returns expected in European industrial and residential
  • Strong unlevered total returns for APAC logistics and residential
  • Advances in generative AI create demand for digital infrastructure

Watch our Q3 House View highlights

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