多元策略寻求穿越周期，险资加码不动产投资

Core Viewpoint - Insurance capital is increasingly entering the real estate sector, as evidenced by Lujiazui Guotai Life Insurance's recent agreement to purchase the Qiantan Hui N5 property for its headquarters, reflecting a trend in the industry towards stable cash flow investments [1] Group 1: Investment Trends - Insurance capital is accelerating its investment in real estate this year, indicating a strategic shift in asset allocation [1] - Real estate projects are typically large-scale and long-term, providing relatively stable cash flows that align with the investment needs of insurance capital [1] - The low correlation of real estate with stocks and bonds helps insurance capital optimize their investment portfolios [1]