Three Legs of the Commercial Real Estate Stool - Leg 3: Flow of Capital

August 26, 2025

In commercial real estate, the market stands on three legs: supply, demand and the flow of capital.

In the final part of our three-part series, we look at demand, and the signals are strong.

After years of dislocation, we’re finally seeing momentum.

  • CRE lending activity is up 90% year-over-year
  • Redemptions are being rescinded
  • New institutional capital is entering the space
  • Valuations are down ~25%, offering a compelling entry point

The capital spigot isn’t fully open yet, but the early innings are underway. History tells us this inflection point can turn quickly, especially when supply is tight and demand is strong.

Watch the full video to explore how all three leg, supply, demand, and capital, are influencing our outlook for commercial real estate. Find it now on our YouTube channel or visit https://hubs.li/Q03Dnc870 to learn more.

Note: Investing involves risk and principal loss is possible. Distributed by Foreside Funds Distributors LLC. For important information about the Fund, please click here.

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Categories: Real Assets, Infrastructure, Real Estate
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