Ares Head of Real Estate Bets on Industrial and Logistics Boom

The video discusses investment opportunities in industrial real estate and multifamily residential sectors, highlighting the demand for logistics and housing due to e-commerce growth and supply chain shifts. It also examines the impact of remote work on office spaces and the housing supply imbalance in major cities, emphasizing the need for strategic investments.

What factors are contributing to the housing supply imbalance in major cities?

How does the speaker view the future of urban centers in relation to young professionals?

What are the implications of the public sector's reduced role in housing construction?