Real Estate Reckoning

BY JOHN MURRAY, Managing Director Global Private Real Estate,  FRANÇOIS TRAUSCH, CEO and CIO PIMCO Prime Real Estate

• Our long-term outlook for commercial real estate investing argues for a flexible, long-term approach to seize opportunities in debt and equity investments across the real estate landscape.
• We see the best opportunities in originating new loans and purchasing existing loans, adopting a broad approach to debt and targeting stressed assets in turbulent markets.
• In our view, investors should take advantage of opportunities in private credit and special situations emerging from market volatility.
• We see opportunities with concentrated investments in promising sectors like residential, logistics, and data centers across the U.S., Europe, and Asia-Pacific, adapting to regional trends for maximum success.