E-commerce has brought about a rapid transformation in the European logistics sector, swelling investor and occupier demand to unheard-of volumes, says Robert Dobrzycki, CEO of Panattoni Europe.
6 min read · 01 February 2019
Macquarie Capital Real Estate Investments’ Eric Wurtzebach tells PERE why he thinks logistics is a good opportunity through the cycle.
7 min read · 01 February 2019
Realterm’s director of research, Nathan Kane, explains the cyclical performance of general industrial and high flow-through, and why the latter could offer better return prospects.
6 min read · 01 February 2019
In a late-cycle environment with growing uncertainty surrounding macro events like the US-China trade war, real estate managers are thinking about how to make their strategies resilient ahead of a potential downturn
10 min read · 30 November 2018
Investment strategies focused on long-term structural themes and defensive cashflows are set to outperform across cycles, write Rod Cornish and David Roberts of Macquarie Capital
5 min read · 01 November 2018
CPPIB’s Guy Fulton speaks with Michael Chan of Macquarie Capital Real Estate Investments about its current investment strategy in China. Mark Cooper listens in
6 min read · 01 November 2018
Brett Robson and Jelte Bakker of Macquarie Capital explain to Jonathan Brasse why the firm’s move into real estate principal investing was an opportunity to be embraced.
6 min read · 01 November 2018
Erin Ledger-Beaupre talks with CPPIB about its real estate portfolio growth in a mature cycle and why partnering with specialist managers is critical, especially in niche sectors.
6 min read · 01 November 2018
Macquarie Capital Real Estate Investments’ Zahar Mejanni seeks insights from PFA’s Michael Bruhn on how to construct a worldwide investment strategy in a rapidly evolving market.
6 min read · 01 November 2018
