Value-Add

The new reality of value creation and asset management reflects a broader shift away from passive ownership and toward hands-on management as the main driver of returns.

As logistics real estate matures across Asia-Pacific, performance is increasingly driven by operational execution rather than market momentum, explains ESR’s Phil Pearce.

Real estate managers accept that NOI growth is critical to investment performance, and now innovators in the sector are capturing a greater share of the operational upside.

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.

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

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

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

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

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

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