Falling rates: A salve for real estate? – Goldman Sachs Exchanges

Mentioned

Bullish

RETAIL— Retail real estate is favored due to its exposure to the strength of US consumers, indicating potential for growth in this sector.
LOGISTICS— The logistics sector continues to see strong demand and positive signals, suggesting ongoing growth potential in this area of real estate.
REALESTATE— The real estate market is expected to benefit from falling interest rates, creating a more favorable environment for investment.
NEWOFFICE— New, well-located office buildings are seeing increased momentum and rising rents, indicating strength in this specific segment of the office market.
HOTELS— Hotels have shown strong performance relative to other property types in the commercial real estate sector.

Bearish

OLDOFFICE— Older office buildings, especially in secondary and tertiary locations, face significant challenges due to oversupply and chronic underinvestment.

Not investment advice.