Outlook for Real Estate Investments:
There's significant bifurcation in commercial real estate, with certain sectors like office Space facing challenges, while others like logistics, student housing, and data centers showing strength. The outlook for real estate is positively influenced by the slowing rate of new supply in various markets, and the perception that the risk of interest rates going much higher is now reduced. Current active area of investment is European real estate, especially logistics, due to negative sentiment providing investment opportunities.