Taking to the Financial Review Property Summit stage to the new wave hit The Future’s So Bright, I Gotta Wear Shades was more than a homage to 1980s one-hit wonders. Morgan Stanley’s Tim Church was artistically reflecting the sentiment of commercial property investors who – after a bleak few years – finally having something to smile about.
Interest rates are coming down, asset prices are up, and everyone’s talking about a so-called inflection. While there’s consensus offshore capital is interested again, we shouldn’t ignore the fact foreign investors still have plenty of choice when it comes to diversification – even as geopolitical tides drag US exceptionalism slowly out to sea.
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