The BEAT with Ben featuring Rui de Figueiredo

Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), announced today the acquisition of a newly developed, 1.5 million-square-foot distribution facility in Kansas City, Missouri, for $158.5 million.

A shift is occurring toward a higher nominal growth environment, evolving Fed communication strategies, and implications for both bond and equity markets. Volatility may rise as a result, we discuss how we are managing our asset allocation in this new regime.

The current macroenvironment remains resilient despite elevated volatility and divergence across markets. As inflation and energy prices keep central banks hawkish, real estate continues to offer attractive relative value, supported by a 25% repricing, durable income streams, and constrained supply. In this environment, diversified portfolios and selective asset-level investing remain critical.

Discover how portfolio overlays help investors manage risk, stay aligned with long-term goals and navigate changing market conditions with confidence.