Real Estate Has Been Upended by Covid-19 and Technology. How One Fund Capitalized. – Barron’s

Rick Romano has been investing in public real estate markets for nearly three decades and oversees more than $4 billion in assets. So when he describes the current real estate environment as the most dynamic he’s ever seen, that’s saying something.

Covid-19 spurred a mass migration out of offices to remote work, but that isn’t the only disruptive force at play. Technology is shrinking retail footprints and driving up demand for last-mile warehouses and data centers—and it is revolutionizing how real estate companies develop,…


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