Macquarie Asse… - Fri, 11/03/2023 - 17:40

Market Perspectives - US real estate: Opportunity amid the volatility

With bond yields rising recently, interest rates remain a headwind for private real assets, including real estate. But this dislocation is creating opportunities as property pricing adjusts, including in sectors with solid fundamentals where development pipelines are under pressure.

Register now to hear Macquarie Asset Management’s panel of experts discuss the outlook for US real estate, how it compares with other markets, and where opportunities may be emerging.

Topics will include:

  • Rental housing and adjacent sectors where the demand drivers remain solid and supply remains in check
  • Logistics sector opportunities amid shifting demand drivers, pullback in construction starts, and higher cap rates
  • General US office market dynamics and comparisons with key global cities
  • Recapitalizations, privatizations, and debt opportunities as the economic cycle plays out

You will have the opportunity to submit a question for our panelists when you register, and a replay will be available shortly after the webinar concludes.


Register Now

For investment professional and institutional investor use only. Not for use with the public.
Investing involves risk, including the possible loss of principal.
Past performance does not guarantee future results.
This webinar is for informational purposes only. Please see the registration page for additional information and risk disclosures.
The views expressed represent the investment team’s assessment of the market environment as of the date indicated and should not be considered a recommendation to buy, hold, or sell any security, and should not be relied on as research or investment advice.
Macquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM is a full-service asset manager offering a diverse range of products across public and private markets including fixed income, equities, multi-asset solutions, private credit, infrastructure, renewables, natural assets, real estate, and asset finance. The Public Investments business is a part of MAM and includes the following investment advisers: Macquarie Investment Management Business Trust (MIMBT), Macquarie Funds Management Hong Kong Limited, Macquarie Investment Management Austria Kapitalanlage AG, Macquarie Investment Management Global Limited, Macquarie Investment Management Europe Limited, and Macquarie Investment Management Europe S.A.
Other than Macquarie Bank Limited ABN 46 008 583 542 (“Macquarie Bank”), any Macquarie Group entity noted in this document is not an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these other Macquarie Group entities do not represent deposits or other liabilities of Macquarie Bank. Macquarie Bank does not guarantee or otherwise provide assurance in respect of the obligations of these other Macquarie Group entities. In addition, if this document relates to an investment, (a) the investor is subject to investment risk including possible delays in repayment and loss of income and principal invested and (b) none of Macquarie Bank or any other Macquarie Group entity guarantees any particular rate of return on or the performance of the investment, nor do they guarantee repayment of capital in respect of the investment.
© 2023 Macquarie Group Limited

[3166974 ] 11/2023

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