Allocation Strategy

The topic is top of mind for the region’s investors and has raised concerns that property markets abroad may have become too expensive.

The firm has added medical, life sciences and research-related real estate assets to its latest flagship fund strategy.

The New York-based firm’s Asia value-add series, known for its strategic evolution, is shifting into non-traditional property types.

The gap between target and actual allocations to the asset class is wider than ever, according to the firm’s annual investor survey.

PERE’s 2021 ranking of real estate’s top capital allocators sees ADIA unseated from the top spot and Europe-based investors taking a regional lead. View our downloadable presentation for more key takeaways from the GI 100.

Rod Cornish, managing director, and David Roberts, associate director, Macquarie Asset Management on the key themes defining the current real estate investment landscape

Sustainability is now high on investors’ and managers’ agendas, with both having an increased desire to allocate capital to resilient, affordable housing, say Macquarie Asset Management’s Erin Ledger-Beaupre and Dana Gibson.

The future looks bright, given the favorable structural tailwinds, say Macquarie Asset Management’s Christian Goebel and Eric Wurtzebach.

The firm has just made its first investment in China through a fund and is reviewing a logistics investment in South Korea.

With ARA bringing close to $80bn of non-new economy assets, the new platform is evaluating its portfolio and will seek to divest any non-core assets.