Value Add

UBS Asset Management on designing an alpha-focused investment strategy for the next era

With easy gains fading, investors must rely on asset insight and integrated data to identify true performers, say UBS Asset Management’s Larissa Belova and Matt Johnson.

Property insurance has become part of value-add strategies

Uncertainty is elevating property insurance from protective necessity to asset value driver.

The data-led approach to value creation

Real estate asset management is undergoing a structural transformation as data, technology and AI shape how value is created.

On the minds of private real estate’s value-add experts

As fundraising remains muted across the value-add strategy, managers and investors emphasize execution, pricing and selectivity as key performance drivers globally.

Capital expenditures can ease real estate’s refinancing squeeze

With the 2026 maturity wall looming, sponsors are turning to increased capex to unlock debt, protect income and drive value creation.

QIC on how resilient income in Australian convenience retail creates value

Australian supermarket-anchored neighborhood shopping centers offer defensive cashflows, with operational levers for value creation, according to QIC’s Chris Forbes.

Energy playbooks pay off big for real estate value creation

Developing a disciplined ESG approach is emerging as a key competitive advantage in managing properties and unlocking real value.

Arrow Global on how active management is the edge in Europe’s fragmented real estate markets

As liquidity tightens and pockets of distress emerge, managers are turning to sharper underwriting, disciplined capex and tighter operational control to drive returns, says Arrow Global’s Jay Patel.

Value-add fundraising loses share to opportunistic strategies in 2025

Capital raised for value-add real estate strategies has remained steady in recent years, PERE data shows, but investors shifted a larger share of commitments toward data centers and retail assets over the past 12 months.

PIMCO Prime Real Estate on how understanding micro-locations drives real estate value

Generating alpha in today’s market means rolling up your sleeves and focusing on local considerations, says PIMCO Prime Real Estate’s Donato Saponara.