Live from the NYSE

Podcast: Alternative Allocations with Tony Davidow · Franklin Templeton

Opublikowano: 2025-06-17

In this special feature episode live from the NYSE, Tony and Jeb engage in a discussion focused on the current state and future outlook of private real estate, focusing on a positive overall outlook as declining valuations made asset values more attractive. They highlighted favorable sectors such as industrial, multifamily, and life sciences, while the office sector faced challenges. Jeb explains how the industrial sector showed resilience due to shifting trade patterns and long-term fundamentals, including e-commerce growth, the persistent housing shortage, and the trend of near-shoring and on-shoring. Jeb Belford, Managing Director, is the Chief Investment O...