North America

As capital flows into niche real estate, the yield premium that once compensated for asymmetric information and limited transaction history continues to narrow, according to Omar Eltorai, senior director of research, and Alexander Jaffe, regional lead of valuation advisory, at Altus Group.

Inside: Building resilience – how private real estate is mitigating AI bubble risk; Highlights and key takeaways from the PERE Network Asia Summit in Singapore; And much more…

Real estate managers accept that NOI growth is critical to investment performance, and now innovators in the sector are capturing a greater share of the operational upside.

With easy gains fading, investors must rely on asset insight and integrated data to identify true performers, say UBS Asset Management’s Larissa Belova and Matt Johnson.

Uncertainty is elevating property insurance from protective necessity to asset value driver.

Real estate asset management is undergoing a structural transformation as data, technology and AI shape how value is created.

Developing a disciplined ESG approach is emerging as a key competitive advantage in managing properties and unlocking real value.

Capital raised for value-add real estate strategies has remained steady in recent years, PERE data shows, but investors shifted a larger share of commitments toward data centers and retail assets over the past 12 months.

Investors and managers are preparing their private real estate portfolios for the risks – and the opportunities – inherent in a potential shock to AI’s steep growth trajectory.

From offices to student housing and healthcare, AI’s advance is changing the outlook for various property sectors.