A Closer Look: Exploring Real Estate, Infrastructure and Credit in the Aftermath of COVID-19
A high-level overview of these three sectors based on the current market, with a thoughtful analysis on where we believe opportunities may lie going forward. While there are many unknowns, our experience through a variety of market conditions and cycles has positioned us to provide insights across the sectors.
Digital Infrastructure
If real asset investors weren’t familiar with the opportunity presented by digital infrastructure prior to the onset of COVID-19, the demand for high-speed broadband to facilitate virtual meetings, remote learning and streaming services has underscored the importance of robust digital infrastructure in daily life.
Urban Real Estate: Holding its Advantage Over the Suburbs
Certain gateway markets have experienced outmigration to suburban markets due to dislocation caused by COVID-19. However, many secondary cities have benefited from population and job growth during this time. We believe that thriving urban markets will continue to present investment opportunities in the years to come.
Hospitality Sector
While the hospitality sector is experiencing challenges in connection with the COVID-19 pandemic, we believe there are opportunities in the short-term and that sector performance will return to pre-pandemic levels once travel becomes the norm once again.
Securities distributed by affiliate broker-dealer: CCO Capital, LLC, member: FINRA / SIPC
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