The U.S. housing crisis has reached a breaking point. A nationwide shortage of more than 4.5 million homes, an aging housing stock and a rising cost of living have added pressure on American families looking to secure stable housing.

European life sciences real estate is increasingly recognised as a reliable source of long-term, secure income. Many top global managers are pursuing core strategies within this growing sector, underpinned by robust tenant demand and longer-than-average lease lengths. When asked to compare life sciences real estate to more traditional sectors such as CBD office — in terms of stability of income — Maarten Frouws, European portfolio manager at Fidelity International responded: “We believe the income is equally stable, and on average has the potential to deliver higher rental growth.”

India, Indonesia, Malaysia and Vietnam all look attractive right now, market watchers say. All those markets benefit from multinationals keen to deploy a China Plus One strategy of expansion. Opportunistic investors may find attractive options in all four.