Real Estate's Reset: Where Almanac Sees Stress And Opportunity
Source: SeekingAlpha
2026-02-12 10:05:00 ET
By David K. Haltiner, Managing Director
Real estate has gone through a painful reset—higher rates, lower values, and slower deal activity have pressured fundraising, distributions, and exit timelines. But for investors who provide flexible, platform-level capital, dislocation can create attractive entry points. Meanwhile, AI and data centers are reshaping demand, housing affordability remains a structural challenge, and the office segment is still under strain....
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Real Estate's Reset: Where Almanac Sees Stress And Opportunity
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