Housing signals: Using public market insights to inform private real estate strategy
As capital moves between public and private real estate markets, signals often emerge before pricing adjusts. Recognizing and acting on these insights can shape investment strategy. Integrating public and private expertise can generate insights that neither discipline could achieve alone and do so earlier in the cycle.
Public markets reprice daily, offering real-time indicators of valuation, capital flows and sentiment. Private markets move more gradually, smoothing volatility, but often lag in recognizing fundamental shifts. Connecting these perspectives accelerates signal interpretation and validates investment convictions sooner, particularly for acquisition and disposition timing.
Operating across public and…
