For players with capital, the continued dislocation and volatility in the macroeconomy is creating attractive buying opportunities in sectors less correlated to the overall economy, such as medical office, senior housing, student housing and light industrial, according to Al Rabil, CEO of Kayne Anderson and CEO and co-founder of Kayne Anderson Real Estate, in an interview, “‘The more noise, the better’: Volatility is creating a buying opportunity in alternative real estate sectors.” Published in the July/August issue of Institutional Real Estate Americas, the interview explores the implications of the current market conditions, including the threat of tariffs, for investment in demographically driven property sectors. “Tariffs or the threat of them have caused dramatic uncertainty today, and probably for an extended period, in terms of pricing for a significant number of items — copper, aluminum, lumber — which makes planning very difficult,” says Rabil.
