Hot properties: Small-bay industrial and single-family rentals appear especially strong
by Chris Fiscelli
Although institutional real estate has generated strong historical returns, sector return variations have always been present, have increased in recent years, and will continue to diverge in the future. Therefore, sector selection in today’s environment will be critical to future returns. Rather than simply analyzing historical vacancy rates, for example, thinking thematically involves examining demographics, the forces shaping new settlement patterns, living and workplace preferences, technological innovations and lifestyle trends.