Real Estate Enters the Next Phase of the Cycle
Blackstone's Global Head of Real Estate argues the sector has reached an attractive entry point, with construction down 60%+, debt costs down ~40% since 2023, and valuations only modestly off their trough. Conviction themes include data centers, warehouses, and rental housing.
Published by Blackstone. Global Real Estate Intelligence links to the original source and credits the publisher; all rights remain with them.
Provenance
- Publisher
- Blackstone
- Obtained from
- Blackstone
- Published
- Jan 2, 2026
- Last updated
- Jun 28, 2026 (1 month ago)
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