Real Estate

The allure of specialty sectors in real estate investing

Room with full of servers

Real estate investments have historically coalesced around four broadly defined property types: multifamily, industrial, office and retail. But, after the corona shock of 2020, it may make sense for investors to reconsider specialty property sectors – for a more tailored approach to the post-COVID world.

We analyze four specialty real estate sectors, notably: data centers, infrastructure, single family rentals and health care/life science, which could be solid plays for investors in the years to come. We show what these sectors stand to gain from long-term structural changes as well as from the economic situation post-pandemic. While the focus of our analysis in on the US, we believe that the main findings apply to other regions as well.