A review of the significant developments in 2024 and a look ahead to what 2025 holds in store.
The real assets market entered 2024 with optimism for a more liquid transaction landscape and a long-awaited drop in interest rates. However, as the year unfolded, caution remained the prevailing sentiment among investors. Persistent economic uncertainty and the ripple effects of 2023’s high-rate environment kept many market participants on the sidelines.
Yet, as Q4 draws to a close, we are finally seeing signs of renewed activity. The operational, residential, and alternatives sectors have maintained their appeal, sparking movement in an otherwise measured market. Encouragingly, hopes for modest interest rate reductions, paired with a growing appetite for new-cycle investments, have given businesses the confidence to raise capital again, setting the stage for a more dynamic 2025.
In this year’s edition of Bohillopoly, we reflect on 2024’s most significant developments and share our perspectives on the opportunities and challenges that the coming year might bring. From landmark transactions to shifting investor priorities, we explore the events shaping the future of real assets.