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UK roundtable: The country’s private real estate market is pricing in uncertainty

The PERE roundtable assesses how political volatility, shifting capital flows and higher financing costs are changing the outlook for UK real estate – and where value can still be found.

Hongkong Land on how APAC gateway cities are the shining star for global real estate

Asia-Pacific’s leading premium integrated commercial properties located in the region’s gateway CBDs are supported by structural supply constraints and resilient occupier demand, says Hongkong Land’s Michael Smith.

Manulife Investment Management on finding an attractive vintage for core and core-plus investing

Core real estate has become more challenging in a higher-rate environment, but today’s market offers one of the strongest buying opportunities for selective investors, say Manulife Investment Management’s Marc Feliciano and Maggie Coleman.

Cortland on the operational evolution of core investing

Investors are placing greater emphasis on operational capabilities, data infrastructure and AI-enabled execution as key drivers of long-term performance, says Cortland’s Scott Moore.

LaSalle Investment Management on core real estate being back on investors’ agendas

After a significant repricing cycle, LaSalle Investment Management’s Matthew Sgrizzi and Jim Garvey say core equity is offering income yields that institutional investors have not seen in a decade, though risks remain.

Dexus on core real estate entering a new era of active management

Australia’s population, stability and constrained supply continue to draw international capital, but success in today’s core market depends less on allocating to the right sectors and instead selecting the right assets, say Dexus’s Brad Collier and Andrew Jeffs.

PIMCO Prime Real Estate on core real estate no longer being for passive investors

In a turbulent market, a clearly defined strategy and active management are essential, says PIMCO Prime Real Estate’s Annette Kröger.

Harrison Street Asset Management on how alternatives are redefining core real estate

Alternative sectors have moved from niche allocations to mainstream portfolios as investors emphasize demand resilience and long-term demographics, say Christopher Merrill and Joey Lansing of Harrison Street Asset Management.

StepStone Real Estate on addressing the great valuation divide

As redemption queues linger, investors with dry powder are capitalizing on repriced assets, explain StepStone Real Estate’s Margaret McKnight, Jennifer Jones and Andrew Mitro.

ESR on building core logistics real estate that endures

Rising construction costs, limited supply of prime space and growing rents are helping logistics outperform other income-focused real estate strategies across Asia-Pacific, says ESR’s Phil Pearce.