Commerical real estate fundamentals have improved during the first half of 2021, and FS Investments expect to see capital markets activity follow suit in the second half of the year. Sectors that suffered the most acute pandemic impact, including retail and hotels, are seeing the most rapid improvement in their outlook. As the warmer weather coincides with a sunnier outlook for CRE, there remain significant uncertainties around the impact of the pandemic on different geographies and sectors that will both challenge investors and offer opportunities.
Key takeaways
Growth in the U.S. economy has been both incredibly strong and uneven.
Property prices continue to rise, though growth in deal activity has been more gradual.
With current fundamentals and market sentiment on the rise, investors are attempting to separate the durable pandemic trends from the ephemeral ones.
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