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Smaller commercial real estate may be more vulnerable to stricter lending after SVB.
Infrastructure, real estate offer predictable revenues relative to traditional cyclical sectors.
Price corrections create attractive entry points for certain sectors.
Many infrastructure assets protect cash flows with pricing indexed to inflation.
Emerging trends provide insight on potential demand, portfolio manager says.
Real estate, infrastructure offer predictable revenues relative to traditional cyclical businesses.
Pent-up demand for leisure travel has driven rebound in some markets.
Infrastructure and real estate have potential in a high inflationary environment.
PM says Class A office space in major markets will remain essential to businesses.
Attractive valuations make real estate and infrastructure more appealing.