30 Mar 2022

Development offers outsized opportunities in the U.S. housing market

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Development offers outsized opportunities in the U.S. housing market cover image
by Indraneel Karlekar, Ph.D., Senior Managing Director, Global Head of Research and Portfolio Strategies

The U.S. housing market is poised for a substantial uptick in demand as the demographic shape of society intersects with COVID-19 induced shifts. Markets with lower costs of living, higher educated workforces, and exposure to some of the DIGITAL drivers are poised for strong household formation and housing demand. We believe development strategies may offer investors an attractive, risk-adjusted opportunity to harness the potential in this sector and not only provide the potential for excess returns, but also tailored solutions to meet the expanding breadth of evolving ESG and tenant needs.