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Lauren Hochfelder, Head of Global Real Estate Assets at Morgan Stanley Investment Management, joined Bloomberg Surveillance radio to highlight several high‑conviction real estate opportunities driven by long‑term structural demand. She pointed to industrial as a core strategy, benefiting from logistics needs and the accelerating impact of AI. Senior housing remains a key focus, supported by rising demand from an aging population. Lauren also stressed that quality matters more than ever in office, with top‑tier assets positioned to outperform while lower‑quality stock is increasingly converted to higher‑and‑better uses. Across sectors, limited new supply and durable cash flows underpin a compelling investment case.
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