In a sponsored interview published in the September issues of Institutional Real Estate Asia Pacific and Institutional Real Estate Americas, Principal Asset Management’s Kevin Yam, managing director, portfolio management, and Jim Halliwell, managing director, head of housing and alternatives, discuss the evolution of the U.S. housing market, the long-term drivers of rentership, and why Principal believes today’s environment presents a compelling opportunity for a diversified living strategy.
“What makes this especially attractive from an investment perspective is that these drivers are largely structural rather than cyclical. We are not talking about a short-term demand trend tied to a particular point in the economic cycle. Rather, we are seeing long-term changes in how Americans live and access housing. As a result, we believe rentership will remain a durable and growing feature of the housing market, creating a sustainable foundation for demand acro
