How global private real estate is turning a corner (opens original article in a new tab)

Global private real estate is showing renewed opportunities with positive returns, particularly in healthcare, senior housing, and grocery-anchored retail sectors, while US markets and real estate debt present compelling investment prospects. Australian investors are increasing their private real estate allocations, reflecting growing confidence in the sector.

• MSCI reports 48 of 49 global country and property-type combinations had positive returns in the past year
• Healthcare and medical outpatient real estate shows structural growth due to aging population and lower-cost treatment shift
• Real estate debt opportunities increase with $1 trillion of US commercial property loans maturing by 2028
• Australian investors plan to maintain or grow private real estate allocation, ahead of global peers
• Nuveen highlights US as strongest market due to pricing, supply constraints, and market depth