Given a resilient but soggy economy, structural rather than cyclical themes remain the most appealing for investors. Clearly, the investment and adoption of Artificial Intelligence (AI) remains one of the top themes. For the third year in a row, AI hyperscaler companies have contributed over half of U.S. equity’s double-digit returns.

With rents stabilizing, affordability improving, and valuations still down, BCE highlights why now may be the most attractive multifamily buying window in years.