2023 Real Assets Market Overview
Each year our Real Assets team publishes the Real Assets Market Overview, a comprehensive look at the trends, challenges and opportunities shaping that asset class today. What key themes have we been tracking in Infrastructure and Real Estate?
We've noticed an interesting trend over the last five years in our infrastructure deal funnel. Among the main subsectors of infrastructure that we track, environmental is the fastest-growing category by number of deals. Learn about the three characteristics that make them attractive in today's uncertain economic environment.
The current real estate market environment is unlike what we have seen before; a gameshow-esque, true poetic juxtaposition across sectors. We explore the challenges and opportunities found in today’s real estate market.
Headline valuations associated with infrastructure transactions have, for years, been subject to mockery, skepticism or a more subtle roll of the eyes, with airports, data centers and towers considered usual suspects. So, what do we make of infrastructure valuations in today’s environment?