The carry trade is dead, and capital is moving to whoever can manufacture cash flow. Takeaways from a day with more than 250 investors and operators in emerging real estate.
Private wealth has passed the institutional market, and most sponsors have no idea how to reach it. A workshop on raising from family offices and RIAs.
Demographics and real estate demand. Thesis Driven covers fertility decline and household formation, domestic and international migration and why net migration figures mislead, aging and the senior cohort, family formation and the child-free city, generational preference shifts, and what each of these does to demand across asset classes over a holding period.
Falling birth rates, shifting migration, and an aging population are already reshaping demand across real estate, faster than most of the market has priced in
Supply, prices, rate lock-in, and migration — ten charts on the US housing market and what each trendline means for operators making decisions right now.
