The writer doesn't specify where the real estate dollars are being allocated. I would assume the US as real estate is catching a bid especially the builders. In Canada the real estate sector and more specifically the alternative lenders have been a no go zone for a while unless you are shorting. No surprise to those who watch the market where real estate in this country is heading. The rest of the article are generalities and no earth shaking news. Very shallow reporting. If anyone wants to know where the funds are putting their money there are many sites devoted to it since they all have to disclose.