The Next Horizon: TPG AG’s Outlook on U.S. Real Estate

In our latest issue of The TPG Take, leaders across TPG AG U.S. Real Estate discuss the real estate market following a significant repricing cycle in the U.S. They highlight how moderating valuations, constrained new supply, and improving capital markets conditions are converging to create a disciplined, selective environment for deployment, one that favors investors with deep sector and market expertise. The conversation spans the platform’s positioning across residential, medical outpatient, industrial, and storage real estate, focusing on the demographic and structural tailwinds underpinning each. The team underscores how TPG AG’s longstanding, locally-driven operating partner network remains central to identifying and executing on opportunities at the asset level. :00 TPG AG’s Outlook on U.S. Real Estate 3:51 The State of Housing 4:37 Sector Spotlight: Senior Housing 5:51 Sector Spotlight: Student Housing 7:20 Outlook for Medical Outpatient 9:40 Regional Dynamics’ Impact on Industrial Markets in the U.S. 12:54 Continued Growth of IOS and Self-Storage 15:39 The Impact of AI on Real Estate Investing