Investors agree now is the time to deploy in the asset class, but most are at their real estate allocation limits, says Morgan Stanley Real Estate Investing’s European co-head.
Tim Breitenstein emphasized that while appetite for the asset class remains strong, many investors lack the ammunition to increase exposure further.
The comments reflect a broader market sentiment in which capital is ready to deploy but constrained by existing portfolio ceilings.
MSREI’s perspective underscores the tension between investor demand for more real estate and the practical limits many face.
Source: Real Estate Investor · Summarized by HeadlinesBriefing