For the past few years, Artificial Intelligence has undoubtedly been the dominant conversation among investors globally. And while adoption and investment in this area may continue to dictate overall sentiment in the short term, it’s important that investors don’t lose sight of some of the “less loved” pockets of the market. One area that certainly fits that description is real estate. As central banks globally continue to lower interest rates, investors may find opportunities, attractive entry points, and diversification in an asset class that is less sensitive to what’s been dominating the recent news. Here to talk about real estate markets, where he’s finding opportunities, and a new strategy that combines both private and public real estate, is Fidelity Alternative Real Estate Trust Portfolio Manager Don Newman.
Recorded on November 25, 2025.
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