Markets have been volatile amid concerns about rising rates, inflationary pressures and geopolitical developments, leaving many investors wondering about the implications for real estate.

Six Key Takeaways:

1. Real estate is well positioned for inflation.

2. Rising rates aren't always negative for real estate.

3. The strength of the rental real estate market can persist thanks to longer-term tailwinds.

4. We see opportunities in alternative property types.

5. Opportunities are emerging in real estate debt.

6. Industrial demand remains robust, but valuations require discipline.