US core real estate 'historically' attractive
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US core real estate 'historically' attractive
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According to Sara Cassidy, Head of Portfolio Management for AEW’s North American Business, it is potentially the best entry point for US core real estate in years. Sara says that property valuations have absorbed higher interest rates and declined materially and today valuations are beginning to grow again with total returns expected to be higher.
Listen to the full podcast where Sara talks to Louise Watson about:
- Why US core real estate looks “really attractive” right now
- The opportunity in seniors housing
- The risks and opportunities in data centres
- The role warehouses and industrial play in US core real estate
- How politics and ESG are currently impacting US real estate investing.
This podcast was recorded on Friday, 13 February 2026. DR 77362.
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