As fundamentals strengthen and liquidity gradually returns, institutional investors appear ready to reengage. The next 12 months may mark the transition from resilience to renewed growth across the U.S. real estate landscape.
“Astute investors are less focused on chasing yield and more focused on durability associated with quality assets, strategic markets, experienced operators, and sectors with structural demand drivers,” says Mike Gordon, global CIO – real estate at Harrison Street Asset Management.
Real estate performance varies within sectors. Office is a clear example, with class A space performing well while class B and class C properties struggle. Retail — particularly grocery-anchored centers — remains strong, residential has fully rebounded post-COVID, and industrial is stabilizing despite past tariff-related headwinds.
“You can go sect
