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Global Real Estate Investors Seek Opportunities Amid Consumer and Trade Uncertainty
ByAinvest
Tuesday, Nov 11, 2025 4:14 pm ET1min read
Ji Zhang, portfolio manager at Cohen & Steers, recommends Acadia Realty Trust, Crown Castle, and Dream Industrial REIT as top picks in the real estate sector. These stocks could benefit from resilient demand and overlooked upside as markets stabilize. Acadia's retail portfolio includes prime assets in affluent areas with strong tenant fundamentals. Crown Castle could benefit from increased network demand driven by AI applications. Dream Industrial REIT may gain once tariff-related uncertainty fades and industrial demand rebounds.
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