Guest Writer
Institutional investors are increasingly focused on sectors that require active management, according to James Jacobs, head of real assets for Lazard’s private capital advisory group.
As refinancing pressures mount and exits remain elusive, investors are turning to recapitalizations to unlock liquidity and extend hold periods in a challenging market, writes Giovanni Legorano.
The strategy is regaining its appeal as other real assets become more vulnerable amid heightened geopolitical tensions, writes Josh Pristaw, president at Clarion Partners, real estate investment manager of Franklin Templeton.
New research from the Multifamily Impact Council and NYU finds multifamily resident services, engagement and sustainability initiatives positively influence NOI, writes Bob Simpson, founder and CEO of the Multifamily Impact Council.
Evolving demographic trends are shaping the assets, neighborhoods and strategies residential investors are targeting for long-term performance, writes Andrew Levison, partner and chief investment officer of the Dermot Company.
As the real assets industry grows, investors’ sustainability strategies and priorities are diverging along multiple lines.
Higher borrowing costs are changing underwriting across Japan, but surging domestic capital and strong rental growth continue to keep pricing surprisingly resilient across assets, writes James Alker.
Andrew Allen, head of investment strategy for Newmark’s debt, equity and structured finance group, on why investors are taking a hybrid approach to the nascent sector.
Non-alts buyers are stepping into the breach as large, publicly traded investment managers take a breather, according to Drew Murphy, partner and head of the private markets advisory practice at Berkshire Global Advisors.
Mission-critical assets and niche sectors gain traction as geopolitical uncertainty clouds near-term dealmaking for global net lease investors. By Joanna Hodgson