Institutional investors are re-entering the real estate market as denominator-effect pressures ease and portfolio allocations begin to normalize. According to Cottonwood Group CIO Mark Green, in an interview with IREI, the most meaningful capital today is gravitating toward structured and opportunistic strategies, where complexity is rewarded and underwriting is grounded in operational realities. Investors are prioritizing execution, scale and essential-demand themes — such as housing affordability, healthcare, logistics and digital infrastructure — while favoring deeper partnerships over traditional fund commitments. In a market defined by selective liquidity and narrower bid-ask spreads, the ability to structure risk thoughtfully and deliver on business plans is b
