In a sponsored report published in the June issue of Institutional Real Estate Americas, Larissa Belova, chief investment officer at UBS Asset Management, and research economist Frances Osei-Bonsu, delineate the persistent advantages commercial real estate holds in comparison to Treasury bonds, how structural shifts present an emerging opportunity for high returns in the sector, and what it will take to achieve them.
“Real estate continues to offer diversification benefits, inflation protection, and asset-backed cash flows at a time when public equities and credit markets appear expensive. Recent underperformance reflects a rare structural reset rather than a permanent impairment of the asset class, as portfolios adjust to shifting behaviors, demographics, and a more digital economy.”
To learn more, access a pdf of the report by clicking here.
