In PGIM Real Estate’s latest Investment Research paper, Global Outlook: Striking the Right Balance, the company identifies themes and assesses opportunities in an environment where the prospect of a downturn almost appears to have been factored in as an inevitability, and sentiment is under pressure from weaker news on global economic growth, including:
- Late cycle growth opportunities, that are primarily linked to ongoing cyclical momentum and low supply growth.
- Structural trends, including demographic shifts that support demand in the low volatility residential sector and boost income growth potential in sectors such as senior housing.
- Debt strategies that offer downside protection and are benefiting from a growing opportunity set, notably in Europe and the United States