Macroeconomic Outlook<\/strong><\/p>\n\u2022 Bluerock\u2019s 2024 full year outlook of declining inflation and moderating economic growth appears to be taking shape<\/p>\n
\u2022 The Federal Reserve recently recognized its dual mandate and will strive to strike a balance between its 2% annual inflation target and unemployment risks1<\/p>\n
\u2022 A moderating economy is providing cover for the Federal Funds rate to be cut faster than previously expected, which is likely to be disproportionately beneficial to private real estate<\/p>\n
\u2022 The macroeconomic backdrop will create opportunities in alternative credit and private real estate sectors with strong fundamentals<\/p>\n
Private Real Estate Outlook<\/strong><\/p>\n\u2022 Strong fundamentals powering an inflection point in private real estate returns<\/p>\n
\u2022 Conditions may present an attractive entry point as post-decline environments have historically generated outsized performance<\/p>\n
\u2022 Sector and market selection will be key in current market environment<\/p>\n
\u2022 Tax-advantaged investments will continue to be desirable given significant uncertainty in Federal and state income and capital gains tax rates<\/p>\n
Industrial Real Estate Outlook<\/strong><\/p>\n\u2022 Fundamentals for industrial are strong, powered by the continued growth of e-commerce<\/p>\n
\u2022 Demand for industrial space will increase dramatically through 2028<\/p>\n
Single-Family Rental Real Estate Outlook<\/strong><\/p>\n\u2022 Demographic trends driving demand for single-family rentals<\/p>\n
\u2022 Historically low levels of for-sale housing increasing demand for rentals<\/p>\n
\u2022 Renting now significantly more affordable than owning<\/p>\n
Alternative Credit Outlook<\/strong><\/p>\n\u2022 Senior Secured Loans and Collateralized Loan Obligation (pools of Senior Secured Loans) offer attractive yield and low duration vs. other fixed income categories with comparatively low default rates<\/p>\n
\u2022 Upcoming wave of maturing real estate debt may present compelling opportunities amidst need for re-financing<\/p>\n
<\/p>\n
This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. Bluerock is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. All investing is subject to risk, including the possible loss of principal. Bluerock cannot guarantee that the information herein is accurate, complete or timely. Past Performance does not guarantee future results.<\/em><\/p>\nDownload the Mid-Year Outlook Here>><\/a><\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"
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Bluerock Market Compass 2024 Mid-Year Outlook - Blue Vault<\/title>\n\n\n\n\n\n\n\n\n\n\n\n\t\n\t\n\t\n\n\n\n\t\n\t\n\t\n