Biggest Bang for your Core and Value Add Real Estate Buck - Lauren Hochfelder, Brian Niles, Toru Bando & Tony Charles, MSREI | Brendan Maton, IPE
– Around the world in search of the best risk-adjusted returns in commercial real estate –
The global economy is in the early stages of a sharp recovery. Inflation is a new hot topic and interest rates are on the rise. How will these macroeconomic trends impact real estate fundamentals and pricing across different regions? That’s just the cyclical side. Work-from-home, suburbanization, eCommerce, zoom, shifting shopping behaviors. How permanent are these secular shifts that we have witnessed over the past 12-18 months and what will be the impacts on each real estate sector and region?
The combination of a strong economic recovery, some potential re-pricing in some sectors and markets, and shifting demand patterns resulting from structural changes emanating out of COVID should provide a really interesting set of core and value-add real estate investment opportunities.
Presented by:
– Lauren Hochfelder, Deputy Chief Investment Officer of Morgan Stanley Real Estate Investing (MSREI) and Head of MSREI Americas
– Toru Bando, Co-Head of North Haven Real Estate Funds (NHREF) and Head of MSREI Asia
– Brian Niles, Co-Head of NHREF and Head of MSREI Europe
Moderator: Tony Charles, Head of Global Research and Strategy of MSREI