Disruptor Series

Real Estate’s Present & Future, Part 2—the Residential Market

 

Real Estate’s Present & Future, Part 2—the Residential Market

Monday, September 25, 2023
Presented by  Rick BrinkCem InalMichael Canter and Jess Dvorak

Real estate is the original asset: a distinct combination of investment potential and utility for businesses and households. That’s why the COVID-19 pandemic, and its impact on inflation and interest rates, had remarkable effects on the market. Home prices soared, hotels and shopping malls emptied, and office buildings faced a cloudy future.

As the economy and markets adapt to a reshaped landscape, how should investors approach the commercial real estate arena?

 
 

Topics Covered

  1. The Current State in a Post-COVID World: household formation, how growth may (or may not) affect defaults, and the role of policy changes in the post-GFC era.

  2. Investment Implications of the Road Ahead: the widespread existing and developing opportunities in residential real estate.

  3. The Future of Residential Real Estate: What will the road look like beyond the nearer-term horizon? How many homes will be needed, and what will they look like? What’s the future of the American Dream—can it still be bought or only rented?

 
 

Sign Up

Receive updates on our quarterly Disruptor Series events 

 
 

More For You

Private Credit: The Future of Lending

AB CarVal's Managing Director—US Residential Loan Portfolios, Jess Dvorak, explores how private credit may fill the void across the spectrum for consumers.

Is the Dream of Home Ownership Over?

AB's Chief Investment Officer - Securitized Assets, Michael Canter, PhD, discusses the challenges and opportunities in the pursuit of home ownership in America.

Real Estate's Present and Future: The Residential Market

The latest content from AB experts - now on your favorite podcast platform.

Lines in an empty parking lot appear as markings on a ruler.
Commercial Real Estate: Gauging the Market Impact
10 August 2023 / 4 min read
Richard Brink

In our most recent AB Disruptor Series webcast, we explored the commercial real estate arena. What are its implications for markets?

 

Past Topics

Oil prices have been volatile for the past few years, and Russia’s invasion of Ukraine upended the entire supply/demand framework.

Matthew Scott , Richard Brink , Adriaan duToit , Eric Winograd

At the center of the debate two key questions emerge: How much debt is actually too much? And what happens when a country reaches that point?

David Wheeler , Luke Pryor , Jody Gunderson , Richard Brink

The renewable energy transition won't be linear, and it won't be smooth—reinventing a global energy system in just 20 to 30 years is a monumental task.