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Given the structural tailwinds and expected relative outperformance for the logistics and data center sectors over the mid to long term, will any traditional or alternative real estate sectors be able to provide similar risk-adjusted returns going forward? If so, which sectors are the most promising and why? How should investors view and play these sectors in 2023?
These and other questions were addressed in a virtual roundtable with institutional investors, consultants and investment managers held May 31 by Institutional Real Estate, Inc. on traditional versus alternative real estate investment. The in-depth strategy session was moderated by Reno Sio, managing director, Asia Pacific, at IREI.
Key takeaways include the following:
U.S. traditional property: The logistics and residential sectors continue to perform well and are still key sectors of interest. Within the residential sector, rental housing is a focus given demographics (larger cohorts of mill