Watch our Video Series

The Search for Resilient Real Estate

Watch our video series below to learn about the five recession-resilient alternative real estate sectors (self-storage, student housing, manufactured housing, build-to-rent, healthcare) that have historically navigated various market cycles.
The Great Reallocation

 

This introduction video talks about "The Great Reallocation," which is changing the way investors view the 60/40 stock and bond portfolio allocation model. “The Great Reallocation” is an era of innovation, where financial professionals and investors are realizing portfolio asset allocation requires a multidimensional approach. Resilient portfolios now include a more diversified allocation of 50/30/20 or even a 40/30/30 across stocks, bonds, and alternative investment strategies. 

Resilient Real Estate Sectors

 

In this video, we'll dive into distinct commercial real estate sectors that we believe may be especially suited for navigating challenging economic conditions. We also review the common factors that help explain the potential resilience of these sectors. 

Sector Growth

 

In this video, we will discuss how, throughout the last decade, four real estate sectors have seen continued growth – even amid a global pandemic, economic turbulence, and market uncertainty. 

Demographic Demand Trends

 

In this video, we'll review the demographic trends supporting the increasing demand for self-storage, student housing, build-to-rent, manufactured housing and healthcare. Demographic demand drivers refer to life events that occur irrespective of the economic climate and are not necessarily tethered to the volatility of the broader markets.  

Recession Resilience

 

In this video, we'll review the recession-resilience and inflation hedging characteristics of several real estate sectors we believe are well-positioned to perform during challenging market environments. 

 

This introduction video talks about "The Great Reallocation," which is changing the way investors view the 60/40 stock and bond portfolio allocation model. “The Great Reallocation” is an era of innovation, where financial professionals and investors are realizing portfolio asset allocation requires a multidimensional approach. Resilient portfolios now include a more diversified allocation of 50/30/20 or even a 40/30/30 across stocks, bonds, and alternative investment strategies. 

 

In this video, we'll dive into distinct commercial real estate sectors that we believe may be especially suited for navigating challenging economic conditions. We also review the common factors that help explain the potential resilience of these sectors. 

 

In this video, we will discuss how, throughout the last decade, four real estate sectors have seen continued growth – even amid a global pandemic, economic turbulence, and market uncertainty. 

 

In this video, we'll review the demographic trends supporting the increasing demand for self-storage, student housing, build-to-rent, manufactured housing and healthcare. Demographic demand drivers refer to life events that occur irrespective of the economic climate and are not necessarily tethered to the volatility of the broader markets.  

 

In this video, we'll review the recession-resilience and inflation hedging characteristics of several real estate sectors we believe are well-positioned to perform during challenging market environments. 

Download our Report: The Search for Resilient Real Estate Across Market Cycles

Discover the demand drivers that make these alternative commercial real estate sectors attractive, regardless of the economic environment or market cycle. 

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Education & Resources

Student Housing
Download to discover why we see student housing remaining a compelling long-term real estate strategy.
Commercial Real Estate
Phil McAlister, Head of Research, shares his perspective on the forces shaping the commercial real estate landscape in 2026 and...
Capital Markets
Download this in-depth report which explores the key factors we see positioning commercial real estate well in 2026 and beyond.