IPE: Global real estate perspectives: repricing and opportunity across cycles
In this feature from IPE Real Assets, BGO Co-Presidents Amy and Toby share their insights on how repricing, liquidity constraints, and shifting investor sentiment are reshaping the real estate landscape across North America and Europe. Both leaders emphasize disciplined investing, strategic asset selection, and a focus on resilient sectors such as logistics, housing, and data infrastructure. As markets recalibrate to higher interest rates and evolving fundamentals, BGO identifies compelling entry points driven by durable tenant demand, limited new supply, and opportunities in structured credit.
Looking ahead, Amy and Toby highlight that patience, data-driven strategy, and asset quality will define performance in 2025 and beyond. In the U.S., selective deployment into repriced sectors offers strong risk-adjusted returns, while in Europe, reduced competition and accretive debt create an attractive environment for long-term investors. As capital adapts to higher-rate conditions, BGO remains committed to a disciplined approach rooted in deep local knowledge and a global perspective on where fundamentals endure and opportunity converges.
