Test Of Time: How US Real Estate Withstands an Uncertain Investment Market

Rather than reacting impulsively to short-term market fluctuations, institutional investors have the resources (and patience) to recognize the US market as a continued cornerstone of global diversification strategies focused on attractive long-term returns.

Across every real estate cycle, we answer questions about the drivers of capital flows, the drivers of occupier demand, or broader questions about the future of allocations to real estate within a broader investment portfolio.

In addition, the rapidly increasing news cycle has given provenance to headlines that have boldly declared the end of one trend or the beginning of another.

Suburban areas have been in favor and out, retail has been declared dead and re-born, and five years ago many believed no one would ever work in an office building again. Beneath the headlines, there are always layers to a narrative and nuances to the particular trend in question.

Since the start of 2025, trade policy and geopolitical relations have opened new conversations about the relationship between the US and rest of the world. While these conversations are often tied to policy or politics, they often do so at the exclusion of more nuanced perspectives