# Bain Capital’s head of real estate uses this strategy to counter the economy’s ‘cocktail of disruption’

- URL: https://talkfuse.com/story/bain-capitals-head-of-real-estate-uses-this-strategy-to-counter-the-economys-cocktail-of-disruption/
- Published: 2026-11-12T17:50:59+00:00
- Updated: 2026-11-12T21:12:24+00:00
- Original publisher: CNBC (publisher lean: Centre)
- Original article: https://www.cnbc.com/2026/11/12/bain-capitals-head-of-real-estate-on-the-cocktail-of-disruption.html
- Topics: Business, Economy

## Key points

- Bain’s real estate chief favours long-term investment.
- Hangars and marinas are among his preferred sectors.
- Traditional property’s share of global assets has fallen to 82%.

## Summary

Bain Capital real estate chief Ryan Cotton says repeated economic shocks, oversupply and changing demand are making property values and transactions harder to judge. He argues that investors should look beyond short-term market swings and focus on long-term demand, as artificial intelligence and shifting wealth patterns reshape how property is used.

Cotton oversees $18 billion in real estate assets and assesses opportunities over a ten-year horizon. Bain is steering away from offices, malls and some oversupplied or shrinking multifamily markets towards alternatives such as senior, student and self-storage housing, as well as private aircraft hangars and marinas. He says scarce supply and rising demand could support double-digit net operating income growth in hangars and marinas; meanwhile, the share of global real estate in the four traditional sectors has fallen from 93% to 82% in a decade.

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Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.