Sectors

Energy costs bring renewables into sharper focus

With the Iran war exposing the volatility of energy pricing and the fragility of global supply, real estate managers consider how renewable energy can help mitigate the risks.

Brookfield forms ground-lease JV with specialist Safehold

The manager acquired a non-controlling stake in a US portfolio assembled by public REIT Safehold, which has options to reacquire it after seven years.

Trinity Church, one of New York’s biggest landowners, is bullish on RE credit

The endowment is also optimistic about resilient office assets and a market rebound amid renewed leasing momentum.

NPS pivots towards more bespoke vehicles in real estate

The Korean investor is leaning into club deals, SMAs and direct investments to sharpen strategy, cut costs and speed up investments.

Income Insurance to rethink real estate strategy amid macro challenges

The Singaporean insurer is exploring new investment strategies – including credit – to optimize returns in a higher cost environment.

Environmental metrics: Pricing in the green gap

As environmental metrics move beyond branding toward verifiable benchmarks, investors must look to concrete metrics and regulatory certainty to capture value.

Five forces are reshaping global living-sector investment

Institutional capital is redrawing residential strategies as structural shortages, operational intensity and demographic demand reshape the global living sector.

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.

US credit roundtable: Competitive pressures weigh on managers

Rising competition is making it more difficult for US debt fund managers to deploy capital.