Sectors

High rates driving ‘record dispersion’ in US real estate performance

Elevated capital costs and government policy shifts have brought historic variance in rent and NOI growth, Davidson Kempner notes in a white paper.

The hidden driver behind the convergence of real assets

On-site power generation is pushing real estate and infrastructure teams together.

Starwood’s Sternlicht on ESR privatization: ‘Our goal here is to clean it up’

Starwood Capital’s chairman and CEO anticipates the transaction will ‘create very high returns’ for the mega-manager’s Fund XII.

Mapletree: India is becoming a compelling case for global investment

Quek Kwang Meng, Mapletree’s regional chief executive officer for India, explains how the country has strengthened its footing as a high-return, low-volatility investment destination.

India has global capital pursuing opportunities across asset classes

Foreign investors are looking at data center space as corporates migrate to the cloud and developers focus on industrial and logistics assets.

Australia and New Zealand have foreign investors gravitating to lower pricing

Investor activity remains mostly concentrated in the industrial and living sectors, with Sydney and Brisbane drawing attention.

Macquarie: Focus shifts to local living and logistics sectors

James Kemp, Macquarie Asset Management’s head of APAC real estate, explains why structural trends in Asia-Pacific real estate markets still matter.

Phoenix: Investors target developed markets for accretive returns

Samuel Chu, co-founder of Phoenix Property Investors, notes global change and demographic trends are reshaping APAC investment strategies.

APAC real estate sees activity rebound, despite fundraising dip

So far this year, 23 vehicles targeting APAC markets have closed with a capital raising total of $28.78bn, nearly double the totals from this time last year.

South Korea investors look to living sectors as Seoul’s office cycle matures

The government has begun to encourage the creation of institutional rental housing, leading to a new niche that major international players are moving to fill.