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Evolving landscape: The case for value-added real estate strategy amid macroeconomic and geographical uncertainty
- May 1, 2025: Vol. 37, Number 5

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Evolving landscape: The case for value-added real estate strategy amid macroeconomic and geographical uncertainty

by Charles Haase

Diversification remains the primary rationale for allocating to real estate. However, macroeconomic and geopolitical risks pose significant concerns for global investors in 2025, as highlighted by the ANREV/INREV/PREA Investment Intentions Survey 2025. This is unsurprising given ongoing conflicts across various regions, which contribute to instability. In addition, potential shifts in U.S. policy could influence the global economic outlook, affecting growth, inflation, supply chains and financial markets.

The Year of the Wood Snake symbolizes transformation, reflecting these evolving policy shifts. Concurrently, it also represents growth and renewal. It will be interesting how real estate investors navigate these changes to generate returns through their allocation strategies. The survey highlights an evolving investment landscape, with a strong focus on sustainability, diversification and strategic positioning.

Global allocations reinforce real estate

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