Following a volatile period marked by rising rates and falling values, real estate is regaining momentum—but the playbook has changed. Investors are moving away from traditional office assets and toward sectors with stronger pricing power, from luxury hotels to residential and data centers. Charles Favard of UBS's private funds group and Saul Goldstein, founder and CEO of ActivumSG, join the conversation to explore how stabilizing rates, shifting capital flows and rising global wealth are reshaping opportunity across markets, particularly in Europe.


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