News & Analysis

The UK private pension scheme is considering further value-add investment opportunities for its domestic and international property portfolio.

Fund managers have largely focused on developing purpose-built single-family properties in recent years rather than buying existing assets.

Heitman and Japan’s SMFL MIRAI are eyeing more investments together in both Japan and the broader Asia-Pacific market.

Clarion Partners CEO David Gilbert sees an opportune moment for investors internationally to rebalance their allocations to the region.

Rava Partners’ Joe Gagnon expects consolidation to move beyond the logistics sector as investors eye opportunities in multifamily and student housing.

Improved fundamentals and a lingering supply shortage are luring investors back into the sector en masse.

As core capital makes its return to the European real estate market, the value-add story will become harder to sell, says Barings’ Nick Pink.

The investor will be especially cautious on new development but is more open to it in alternative sectors, with an eye toward the US.

EQT global head of real estate Henry Steinberg sees more buying opportunities at the top end of the market heading into the new year.