Alternatives accounted for over £16.3 billion of transactions in 2018, an increase from 2017's £15.7 billion figure. This survey by JLL's research team sets out what investors can expect for 2019 - a few headline points are:
- Institutional investors now account for 40% of respondents to the survey
- 79% of respondents have exposure in more than one sector and 51% also invest in alternatives indirect
- Student housing is the most popular choice, closely followed by leased hotels and developing multifamily / retirement living sectors
- The latter two sectors are expected to grow noticeably in 2019
- Common theme across all alternatives is the opportunity that the shortfall in supply offers compared to demand, specifically institutional quality, modern, purpose-built assets. This remains the core reason for investors targeting alternatives