Real Estate Looks Brighter After Rate Hit

Summary

• The outlook for real estate is brightening as values start to stabilize and mega forces stoke demand. We key on important nuances by region and sector.
• Chinese onshore shares shot to their largest weekly gains since 2008 last week on stimulus expectations. U.S. stocks hit new record highs.
• U.S. nonfarm payrolls for September are out this week. We think the Fed faces a trade-off between inflation and growth once immigration’s boost to labor fades.

Richard Drury

Transcript

The outlook for the beaten-down $13 trillion-dollar real estate market is brightening in some key sectors and regions, globally.

There is no one-size-fits-all story – a feature of the new investment regime.

1) Why real estate matters