ISA Outlook 2024: North America

Against a volatile macroeconomic backdrop and with growth
expected to slow, we believe that in 2024 it will be the
trajectory of interest rates that will have the greatest impact
on real estate values in the US and Canada.


As investors continue to adapt to cooler conditions, this chapter
of ISA Outlook 2024 examines the current landscape and
looks ahead to the coming year, including where we see select
opportunities emerging, as well as variation between the two
markets. We conclude with three broad strategic themes and
recommended strategies where investors may consider deploying
their capital.





Contributors:


Richard Kleinman


Americas Head of Research and Strategy


Chris Langstaff


Canada Head of Research and Strategy