Nuveen CIO Saira Malik and the Global Investment Committee highlight how private real estate is gaining momentum as public market uncertainty persists amid a U.S. government shutdown and tariff disputes.
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Macroeconomic Headwinds: Data disruptions and political gridlock weigh on sentiment, while inflation remains above the Fed’s 2% target.
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Turning Point for Real Assets: Global private real estate has seen five consecutive quarters of positive returns, driven by rebounding valuations and reduced new supply.
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Sector Focus: Health care and neighborhood retail stand out, with strong demand for medical offices and resilient grocery-anchored retail centers.
Discover how selective exposure to private real assets can add resilience and diversification to multi-asset portfolios in the full commentary.
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