Dealmakers across the global real estate industry are quietly redrawing the boundaries of what constitutes a property portfolio. Artificial intelligence, shifting capital flows, and a renewed push for scale are forcing investors to rethink how value is sourced, underwritten, and sustained in a world where capital is no longer abundant–and certainty is scarce.
A new study from PwC finds that institutional investors are reassessing both strategy and structure as technology, geopolitics, and market fragmentation reshape real-asset markets….
