The New Economy: Real Estate Investing in 2025

Mar 31, 2024

Ares makes the case that today presents an important opportunity to rebuild allocations to core commercial real estate, focusing on 'New Economy' sectors aligned with digitization and supply-chain transformation. Published via AccessAres, the thought-leadership arm of Ares Wealth Management Solutions.

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Real Estate Outlook: The Recovery Gains Momentum

Ares argues real estate is entering a new phase, with liquidity returning and values stabilizing across key sectors. Structural trends from AI-driven infrastructure to evolving housing demand are creating entry points for investors at an inflection point.

Industrial & LogisticsMultifamilyData CentersGlobal6 months agoRead

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Has Private Credit Been Tested?

Part of the 'Demystifying Private Credit' series, this piece argues that across the Global Financial Crisis and the COVID pandemic, direct lending was less volatile than equities and other debt sectors and outperformed on a risk-return basis. It frames private credit's counter-cyclical lending as a component of economic resilience.

Debt & FinancingAlternativesU.S. National7 months agoRead

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Private Credit Outlook 2026: Growth and Maturity

Ares forecasts private credit could hit new milestones in 2026 amid expansion beyond core corporate lending and rising interest from private wealth investors. Larger deal sizes, new asset classes and individual-investor participation are positioning private credit as a mainstream asset class.

Debt & FinancingAlternativesGlobalEurope8 months agoRead

Ares Management

Liquidity Solutions: The Growth Drivers of the Credit Secondaries Asset Class

Ares examines the growth drivers behind the emerging credit secondaries asset class and its role in providing liquidity solutions to credit investors. The analysis details how the market has expanded as private credit has scaled.

Debt & FinancingAlternativesCapital MarketsGlobal1 year agoRead

Ares Management

Ares Global Credit Monitor - Fourth Quarter 2025

Ares' quarterly credit monitor reviews a year of resilience and divergence across global credit markets shaped by geopolitics, AI and shifting tariff policy. It advises investors to maintain focus on valuations and credit quality as opportunities broaden across public and private markets.

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Ares Management

The Evolving Real Estate Environment

Julie Solomon, Head of Real Estate at Ares, discusses how a dramatic repricing of high-quality assets has created an attractive entry point. She notes slowing construction is reducing supply, which she expects to drive further rent growth.

MultifamilyDebt & FinancingGlobalRead