Harrison Street Published New Real Estate Strategy
The investment firm released a paper advocating for rigorous asset selection to drive returns in alternative real estate.
Updated on Oct. 5, 2026 in Real Estate — General
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Harrison Street Asset Management has released a new paper emphasizing the importance of specific asset selection and execution over broad market exposure. The firm argues that successful investment requires granular attention to individual properties and local markets.
Why it matters
Broad sector-level metrics often fail to capture the nuanced performance differences found at the individual asset or submarket level. This strategy shifts the focus toward operational quality and local market selection to mitigate risk and improve outcomes.
Harrison Street focuses its investment strategy on three specific alternative sectors: senior housing, student housing, and self-storage. Investors are encouraged to prioritize entry basis, income growth, and operational execution.
The players
Harrison Street Asset Management
This is an investment firm that specializes in alternative real estate assets such as senior housing, student housing, and self-storage.
Mike Gordon
He serves as the global chief investment officer at Harrison Street Asset Management and authored the recently published strategy paper.
The details
The report highlights that real estate results vary significantly across sectors, markets, and capital structures. By moving away from broad sector exposure, the firm aims to prioritize operator quality and site-specific performance metrics for better long-term protection.
Timeline
October 5, 2026: Harrison Street published the paper on real estate strategy.
Culture Shift
This paper reflects a wider transition in global real estate where investors are moving away from broad index-based strategies toward targeted, property-specific selection. This shift acknowledges that passive exposure to entire asset classes no longer provides the same level of downside protection.
This investment philosophy suggests that property owners and operators may face increased scrutiny regarding their operational quality and local management efficiency. For individual investors, it emphasizes that understanding local submarket conditions is essential for making informed purchasing decisions.
The takeaway
The success of modern real estate investments relies on the granular evaluation of individual properties rather than generalized sector performance. Investors should look closely at operational execution and local market dynamics to ensure better risk management and income growth.
Further reading
For broader insights on market shifts, visit our Real Estate — General section.
Source note: This article includes information reported by Institutional Real Estate, Inc..
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Is now a good time to prioritize individual asset selection over broad market trends?
