Uncovering value at the top of the real estate cycle Part 3: Owner-operated hotels
With the majority of commercial real estate sectors at their peak globally, especially in gateway cities, Schroders Real Estate has been hunting for specific segments which are not just attractive today but, in the context of our ‘mega-theme’ framework, have structural support reasons which should mean they will sustain their value in future and offer upside potential.
The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.