Global public real estate (REITs) present significant opportunities in the year ahead, according to Hazelview Investments’ 2025 Global Public Real Estate Outlook Report. Despite shifting global economics, global REITs hold robust market fundamentals and attractive valuations.
As central banks cut policy rates and investors’ sentiments improved, global REITs were reinvigorated in second half 2024. However, the Federal Reserve slowed this sentiment by indicating we well see a slower pace of rate cuts in 2025. Regardless, REITs ended the year with positive returns. Data centers, senior housing and healthcare specifically saw outperformance in 2024, due to heightened demand and limited supply. The demand for data centers is expected to boom in 2025, elevated by digital transformation and artificial intelligence.
The senior housing market is expected to strengthen, as the U.S. population ages. This growth in the senior demographic is a foundation of the sustain
