Intelligent Investment
Evolving Investor Sentiment: Navigating Uncertainty
March 26, 2025 6 Minute Watch
Summary
Join the Conversation
Head of Investor Client Care, U.S. & Canada
Vice President, Head of U.S. Capital Markets Research, CBRE
- Investors Approach Uncertainty with Discipline
Investor sentiment has evolved, but investors have maintained a disciplined approach as higher interest rates and bond market volatility have made them more cautious. Investors are often deploying capital gradually. Multifamily and industrial sectors remain favorites, while retail continues to gain traction. - Key Takeaways from the Symposium
- Recapitalizations are a big opportunity for investors and it’s a sign that new equity partners are needed to tackle capital needs.
- Succession in the industry is resetting relationships, offering opportunities to build new partnerships.
- Legacy portfolios remain complex and even if fundamentals look good, executing a trade is challenging.
- Differing Views
We are seeing some mixed opinions on industrial, with some investors wary of potential shifts in fundamentals. Others believe that there is substantial upside in prime industrial locations with sufficient power. Investors are hyper-focused on submarkets, especially in the office sector, and are recognizing that micro-markets present unique opportunities. Investors are also thinking about insurance risks and are examining exposure to various markets. - Windows of Opportunity
Alternatives remain an interesting place to look for opportunities. Life sciences is an area to watch as venture capital funding rebounds to spur biotech innovations. In the traditional sectors, don’t bet against office. Investors are reengaging, with some office assets garnering notable interest.
Related
- Service
Capital Markets
Gain insights and strategies to unlock value, drive returns and enhance outcomes for real estate investments in all geographies and across all asset classes.
- Service
Retail
With integrated solutions, unique insight, and unmatched experience, we deliver successful outcomes for retailers, restaurateurs, investors, owners and developers.
- Service
Multifamily
Unlock the potential of your residential real estate with expert investment, financing, valuation, due diligence and design strategies.
- Service
Industrial & Logistics Services
We represent the largest industrial real estate platform in the world, offering an integrated suite of services for occupiers and investors.