Our Insights

Dislocation Drives Opportunity: The Case for Opportunistic Real Estate

After years of sporadic opportunities, the market is entering a far more robust investing environment due to the ramifications
of higher rates following a prolonged period of rates near zero. While this cycle is likely to feature opportunities across a wide
range of industries and asset classes, real estate could be a particularly active asset class given its upcoming maturity profile and liquidity constraints.

Specifically, we believe opportunistic real estate presents a target-rich environment at this time. Even as rates reverse course and the longer-term outlook improves, market volatility will likely continue—and continue to create advantageous entry points for distressed and special situations real estate assets.

Our latest white paper explores the key forces driving compelling opportunities within this space.

White Paper October 2024