Real Estate: Up And Never Coming?
Real Estate performance is contingent upon the Fed rate-cutting cycle. Yet, we worry about a hawkish Fed surprise and are closing our overweight in the sector. We also recommend a granular approach to subsector selection.
Interested in reading this report?
To access the full BCA Research report, request a complimentary copy
BCA Research | US Equity Strategy
Offers a unique sector and style allocation framework that blends macroeconomic, fundamental, and technical analysis to provide clients with actionable investment recommendations.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.