Alicia Villegas
As the era of cheap debt fades, investors are relying on income growth, stronger asset selection and more disciplined capital management to drive returns.
Investors in the strategy are digging deeper into tenant health checks and real estate quality amid rising costs and market uncertainty.
With the 2026 maturity wall looming, sponsors are turning to increased capex to unlock debt, protect income and drive value creation.
As logistics markets recalibrate, last-mile assets stand out with rent growth supported by supply pressures, e-commerce and consumer expectations.
Driven by aging populations and the shift toward outpatient, specialty and community-based care, the sector is expanding rapidly.
Increased capital flows, evolving strategies and specialized funds have transformed logistics real estate into a mainstream institutional asset class.
Despite recent headwinds, sale-leasebacks remain a compelling tool for investors and corporates, offering predictable returns and strategic financing advantages.
Beyond providing liquidity, continuation funds are becoming a key tool to extend ownership duration, enhance platform value and expand portfolios.
Hyperscalers’ growth is outpacing in-house delivery capabilities, with third-party providers set to capitalize on bespoke data center demand.
Discounted pricing combined with rental growth prospects for high-quality assets are creating ideal market conditions for value-add strategies to flourish.