Value-Add

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.

Redevco on how high-street assets need reprogramming

From retail monuments to mixed-use hubs, Europe’s high streets are not in decline but may be constrained by outdated formats, says Redevco’s Séverine Maumy.

DNE Group on market reset creating new value in China’s real estate playbook

With demand imbalances and capital dynamics reshaping property markets across China, managers with operational expertise and fund management capability are finding new pathways to value creation, says DNE Group’s Martin Chen.

Adaptive reuse moves to the forefront of value creation

With transactions subdued and development limited, the industry is turning to conversions, retrofits and repositioning strategies to drive income and unlock value, reports Giovanni Legorano.

Japan’s Norinchukin Bank eyes more value-add investments

The Japanese investor is allocating up to $200m to overseas real estate in 2026, with a focus on value-add diversified funds.