Industrial real estate healthy, e-commerce tailwinds.
Industrial real estate has slowed from pandemic highs but remains healthy, with tailwinds from e-commerce and a mix of online and in-store shopping supporting ongoing demand.
Multifamily benefits from housing shortage, renters.
Multifamily real estate is a good space because supply growth has slowed, the U.S. has a housing shortage, and high interest rates keep more people renting.