Events

MIPIM 2023: Rates dampen an otherwise hopeful mood

While the emerging banking crisis split opinion, interest rates were a unanimous concern among delegates at this year’s MIPIM event.

Investors paint a mixed picture on China

While long-term confidence in China remains, multiple organizations are uncertain or opposed to investing in the country at this time.

Asian investors prioritize excess return over diversification

Multiple organizations believe they have a limited window to generate higher returns but more time to meet geographical allocation targets.

How long-term investors are managing short-term disruptions

Institutions vary in how much they prioritize their long-term strategies when considering shorter term risks and opportunities.

The challenge of prioritizing ESG against short-term crises

Some managers fear private real estate is losing sight of ESG requirements as more immediate issues move to the top of the priority list.

Exit yields ‘are the biggest challenge we have at the moment’

The difficulty of predicting exit cap rates has been a widely discussed topic among private real estate participants in recent weeks.

Beware the ‘carbon bubble’ in real estate

A ‘brown discount’ needs to be applied to real estate assets that are not on the right path to net zero, says Schroders’ van Oosterom.

Real estate managers address pullback from money center banks

Industry participants are now feeling the impact of the banks’ overexposure to the asset class on the ability to get deals priced.

The good, the bad and the ugly of an oncoming recession

Delegates at the PERE America Summit 2022 this week offered reasons to both welcome and dread an economic slowdown.

Is the real estate slowdown headed for a hard or soft landing?

Speakers at the PERE America Summit 2022 have differing perspectives on how much pain is in store for the industry.