Sectors

Lazard: Investor optimism underpins fundraising recovery

With investor sentiment improving last year, the picture for capital flows in 2026 looks brighter, writes James Jacobs, head of real assets for Lazard’s private capital advisory group.

Realterm on deconstructing IOS investments

Zoning limits and logistics demand are reshaping the industrial landscape, setting the stage for long-term outperformance in select property types, says Nathan Kane, head of research at Realterm.

Dream Industrial on powering industrial real estate’s next demand cycle

Trade, defense and energy spending are reshaping industrial demand as supply remains tight, explain Dream Industrial’s Alexander Sannikov, Bruce Traversy and Sjoerd Barmentloo.

IPUT: Dublin’s warehouse supply crunch is under way

With demand far outstripping supply, a structural shortage is fueling rental growth well above the European average, according to IPUT’s Niall Gaffney.

Macquarie on logistics real estate’s transition as global markets reset

Vacancy shifts, land scarcity and automation pressures are reshaping markets around the world, say Macquarie Asset Management’s Julia Huang, James Bechely-Crundall and James Besson.

Kayne Anderson on how light industrial’s transformation is taking shape

While the sector remains difficult for institutional investors to navigate, outsized returns are attracting attention, say Kayne Anderson’s Al Rabil and Nishant Bakaya.

Aberdeen Investments: Resilience drives European industrial demand

Policies aimed at shoring up crucial regional supply chains will boost demand and returns for investors in the sector, says Aberdeen’s Craig Wright.

Lincoln Property Company: Small-bay tenants are industrial’s unseen engine

Multi-tenant infill industrial offers resilience, stability and rent growth across market cycles, according to Lincoln Property Company’s Gary Kobus and Tom Kuhlmann.

Mapletree on how European logistics is gaining momentum

Structural demand drivers and focus on supply-chain resilience are reinforcing investor confidence for modern logistics assets in core locations, says Mapletree’s Ralph van der Beek.

DNE Group on how times are changing for Chinese logistics

Asia’s largest logistics market has had a rough ride, but with development pipelines declining and demand rebounding, premium assets are there for the taking, says DNE Group’s Keaton Yu.