Judi Seebus

A growing cohort of institutional investors are turning to real estate secondaries as global buyers look for exposure to in-demand asset classes.

The strong growth of continuation vehicles signals that the real estate secondaries market has shed its reputation as a last resort for distress-driven strategies.

Operators and investors are scaling shared housing platforms as demand intensifies in major gateway cities.

The US has led the way with its ‘continuum-of-care’ model, but established operators are positioning themselves to achieve scale and capture long-term growth in Europe.

Demographic changes and supply-demand imbalances are leading investors beyond traditional multifamily into diversified living sectors.

Purpose-built student accommodation offers significant scaling potential across Europe and Asia-Pacific, but operational expertise is becoming critical.

Single-family rental housing is a high-growth sector in the US, but it remains relatively nascent in other markets, despite its long-term institutional potential.

Aging populations are driving a fundamental re-appraisal of senior-focused living subsectors as core investments, underpinned by clear and accelerating demographic trends.

Traditionally the backbone of the US living market, multifamily is gaining traction across Europe and parts of Asia, particularly Australia.

Investors are reassessing industry exposure as automation and technological changes challenge long-term occupier viability.