To be concrete, in which country and in which sorts of assets do they think that returns will be greatest? Those perceptions and attitudes can be well-founded, or out of line with reality for a number of years. At times, they can shift quickly.
For example, apartment rents have turned up in the past year, and vacancy rates on multifamily rental properties have dropped noticeably. The relative strength of the rental market reflects increased demand as families who are unable or unwilling to purchase homes because of tight mortgage conditions or income uncertainty are renting properties instead.