Brighter Days: A turn in investor sentiment

28/10/2024 38 min Temporada 5 Episodio 40
Brighter Days: A turn in investor sentiment

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Episode Synopsis

Clarion Partners’ Drew Fung and CBRE’s James Millon discuss the improvement in market sentiment and a pickup in investment activity amid a brightening interest rate outlook.Share these insights from this week’s episode: The Federal Reserve’s initial rate cut improved market psychology and increased liquidity in the marketplace.While banks remain a critical capital source, private debt funds have stepped up their lending at a time when many banks have pulled back.3.    Harnessing data and predictive analytics is essential for navigating market complexities and optimizing returns.4.    Investors are primarily focused on multifamily, industrial and alternative asset classes, with data centers emerging as a particularly attractive investment opportunity.5.    The next 18 months are expected to see a gradual normalization of transaction volumes, with opportunities in both traditional and alternative real estate sectors.