Pension Plans’ Varied Real Estate Bets Leave Funds Facing Uneven Recession Risk

Pensions & Investments, April 21, 2026-Larry Rothman
With the economy showing signs of stress, including a weakening labor market and stubbornly high inflation, and the Iran war adding economic instability (e.g., the Fed remaining on pause, higher long-term Treasury yields), pension plans’ real estate returns could come under further pressure should economic growth slow significantly.
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