Global Real Estate Rebound: UGA Targets Niche Growth and Resilient Yield

UBS Asset Management’s UGA – Real Estate Q3 2025 interview with David Kozlicki highlights how global diversification, tailored access, and thematic investing are driving renewed interest in private real estate.

• Strategic deployment: UGA is selectively investing in sectors with long-term tailwinds—such as manufactured housing, data centers, and logistics—while navigating tariff-related risks and capital constraints.

• Global access advantage: With over 250 lifetime investments and 11 markets covered, UGA offers co-investments, secondaries, and bespoke mandates with superior terms and institutional rigor.

• Sustainability integration: ESG is core to due diligence, driven by rising physical climate risk and growing green premiums across high-quality assets.

How can a globally diversified, niche-focused strategy support resilience through market volatility? Read the full interview for insights into positioning, partnerships, and forward-looking themes.