Ross Perot, Jr.

Global Real Estate Outlook: A More Attractive Asset?

Barry Sternlicht, Eric Adler, Rick Caruso, R. Donahue Peebles, Ross Perot, Jr., Sam Zell

Prominent real estate executives and financial analysts convened to assess a complex global landscape where U.S. fiscal deficits and tax reforms are poised to drive interest rates higher while specific international markets like Brazil and Mexico present distinct investment opportunities. The panel highlighted divergent sectoral strategies, with some predicting a supply glut in U.S. office and multifamily assets while others champion high-yield industrial logistics and experiential retail driven by e-commerce and labor shortages. Ultimately, despite varying stances on short-term volatility, the consensus leans toward a bullish five-year outlook contingent on fiscal stimulus boosting wage growth and rent increases across key asset classes.