Private Real Estate Emerges as a Bright Spot Amid Market Volatility

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.

• Macroeconomic Headwinds: Data disruptions and political gridlock weigh on sentiment, while inflation remains above the Fed’s 2% target.

• 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.

• 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.