Real Assets After Repricing: Where Capital Finds Durable Demand

Financing costs, demographic shifts, and digitization are reshaping real assets investing. As energy, data, and real estate converge, boundaries dividing property and infrastructure blur, and access to power shares the same value as location. AI’s growth depends on underlying physical assets, making land, energy, and connectivity increasingly strategic while transforming demand across data centers, logistics, and housing. Investors seek durable demand in these sectors, alongside hospitality and health care, while repricing and refinancing pressures create selective opportunities in office and retail. In the Middle East, development projects and tourism are reshaping investment opportunities; in Africa, urbanization and housing shortages underpin longer-term demand. Which sectors and markets offer the strongest fundamentals? Where has repricing created compelling value? And how can investors identify assets that will enable economic productivity while distinguishing cyclical disruption from structural decline?