Q2 2022 PitchBook Analyst Note: Private Markets Real Estate Fundamentals

Analyzing real estate investment strategies, property sectors and industry dynamics in the private markets

Real estate attracts increased attention from private investors’ markets during periods of inflation, and this recent bout has been no different.

Terminology, industry dynamics, investment strategies and other factors may appear opaque or difficult to tie together for investors looking to move into the real estate space, and many are still attempting to glean the finer points of how to approach the asset class. Meanwhile, for those pursuing real estate investments for their inflation-hedging abilities, a second look may be merited.

Our primer provides a clear and comprehensive picture of private markets real estate investing strategies, sectors and economic drivers.

Topics discussed

  • Real estate as an inflation hedge
  • Private real estate fund types and access points
  • Risk-return profile, leverage usage and drivers of investment demand and returns for various strategies
  • ESG and Impact investing in real estate

Table of Contents

Introduction 1
Real estate as an inflation hedge 2
Private real estate fund types and access points 3
Real estate investment strategies 4
Real estate sectors and subsectors 12
ESG and Impact investing in real estate 22
Key players 24