Asia-Pacific

Barings to acquire Moorabbin Airport with Aware and Rest for A$1.5bn

The property has been considered a real estate asset since current owner Goodman Group purchased it in 2010.

Alyssa Partners: Japan multifamily enters new growth cycle

Middle-class rental apartments in Japan continue to deliver the most attractive risk-adjusted returns and scalability prospects, says Alyssa Partners’ Chedli Boujellabia.

LaSalle Investment Management: Discipline replaces tailwinds in Japan’s real estate market

Higher rates and shifting capital dynamics are forcing a rethink of how returns are generated, says LaSalle’s Steve Hyung Kim.

Seven Seas Advisors: Inflation shift widens divide in real estate returns

Rising rates and stronger pricing are reshaping Japan’s property market, pushing capital toward higher-yielding strategies, say Minoru Yonekura and Kenya Shimono with Seven Seas Advisors.

Why separate accounts are not what they used to be

Investors are finding ways to maintain control over investments even while granting more discretion to managers.

The PERE 100 returns to growth as the PERE 200 stalls

The top tier of capital raisers added $52bn to their collective fundraising total in the past year, but the second tier has struggled for momentum.

There’s a new second place on the PERE 100

The manager that has unseated Brookfield shares its fundraising scale, but that is where the similarities end.

Japan tests real estate pricing assumptions

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.

Japan enters an execution-driven era

Investors are being forced to reconsider how returns are generated in a market long defined by stability, as the country’s real estate sector undergoes one of its most significant transitions in decades.

Macquarie Asset Management on how housing pressure is pushing capital into niche strategies

Real estate investors are pivoting to specialist residential sectors as supply, demographics and rates reshape risk-return dynamics across markets, say Macquarie Asset Management’s Erin Ledger-Beaupre, Brendan Jones and Justin Ayre.