MetLife Investment Management -Thu, 10/12/2023 - 13:35

Fall 2023 Real Estate Outlook - Is This What a Soft Landing Looks Like?

Executive Summary

The path to an economic soft landing has widened.
The most important update in real estate capital market conditions over the past few months is early signals that transaction activity is thawing.
We believe capital markets disruption has created opportunities for higher-yielding real estate debt and preferred equity.
Fundamentals generally remain healthy outside the office sector, which could see vacancies rise further next year.

Economic Overview

The first half of 2023 was a whipsaw of economic and real estate data that turned from gloomy to bright and back again, seemingly by the day. As the fog lifts from this noisy backdrop, we believe the case for a soft landing has become more pronounced. The most notable change over the past few months has been meaningful progress on inflation.Read More From MetLife Here

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Contacts

With more than 150 years of heritage, we deliver stability, disciplined risk oversight, and aligned investment strategies purpose-built for insurers. Our conviction-led, specialized teams span public and private markets, targeting dependable income and long-term total return. Recognized by Pensions & Investments as one of the world's Top 10 third-party insurance asset managers, we combine scale and expertise to help insurers address increasingly complex investment challenges. From strategic asset allocation to innovative, capital-efficient portfolio construction, our dedicated insurance specialists design solutions around each insurer’s unique objectives. Backed by on-the-ground expertise in 19 countries, we navigate regulatory and capital constraints with confidence across life, health, P&C and reinsurance.

MetLife Investment Management
One MetLife Way
Whippany, NJ 07981

Madhavi Chugh, CFA
Global Co-Head of Insurance Solutions
madhavi.chugh@metlife.com
(609) 216-6691

Jeannine Heal, CFA
Global Co-Head of Insurance Solutions
jeannine.heal@pinebridge.com
(732) 778-4734

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