Core

Japanese real estate investors raise return targets amid rising rates

The country’s institutions are recalibrating their core-heavy strategies to focus more on value-add opportunities.

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.

The residential underwriting reset

As the era of cheap debt fades, investors are relying on income growth, stronger asset selection and more disciplined capital management to drive returns.

Proptech becomes core for multifamily investors

As AI, IoT and connected-building systems become embedded across residential real estate, multifamily owners and operators are increasingly treating proptech as essential infrastructure.

Barings to acquire Moorabbin Airport with Aware and Rest for A$1.5bn

The property has been considered a real estate asset since current owner Goodman Group purchased it in 2010.

Alyssa Partners: Japan multifamily enters new growth cycle

Middle-class rental apartments in Japan continue to deliver the most attractive risk-adjusted returns and scalability prospects, says Alyssa Partners’ Chedli Boujellabia.

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.

Bain Capital on how flex living is going mainstream

Leveraging a flex living strategy can help address supply-demand imbalances and acute affordability issues across major gateway cities, say Bain Capital’s Ali Haroon and Rafael Coste Campos.

Japan enters an execution-driven era

Investors are being forced to reconsider how returns are generated in a market long defined by stability, as the country’s real estate sector undergoes one of its most significant transitions in decades.

CapMan Real Estate on Nordic supply crunch fueling rental growth

An ongoing supply-demand imbalance in the Nordics’ residential sector is set to sustain upward pressure on rents, says CapMan Real Estate’s Mikael Hjorth.