DWS - Thu, 01/02/2025 - 15:14

U.S. Real Estate Strategic Outlook - Dec 24

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IN A NUTSHELL

  • U.S. real estate turned a corner in 2024 as prices stabilized and fundamentals strengthened.1
  • The November 2024 election sparked debate about its implications for real estate. We believe that the impact will
    be modest, contingent on the scope and timing of prospective policy changes.
  • Assuming a stable macroeconomic environment, we believe that real estate is positioned to perform well,
    underpinned by solid income returns and robust rental growth.
  • We favor sectors and geographies supported by structural drivers. In general, these include industrial, residential,
    and retail properties, and markets in the Sun Belt and Mountain West. 

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Insurance asset management connected globally

As a pioneer in insurance asset management, DWS started working with insurance companies in 1929. Trust, knowledge and customized solutions crafted over time are what we deliver insurers.

Our global platform delivers multi-asset investment programs in an insurance context across active and passive fixed-income, equity, alternatives, cash, and sustainable strategies. It is supported by an understanding of the dynamics and complexities of insurance investing in a constrained environment that is subject to state regulations, solvency requirements, rating agency considerations, reporting and accounting standards.

James D. Richard
Head of Insurance Coverage-Americas
james.d.richard@dws.com

dws.com/InsuranceAM
875 Third Avenue
New York, NY 10022

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