Inflation

A rising tide for real estate secondaries

As managers seek liquidity without relinquishing prized assets, secondaries are becoming a permanent channel for capital flow.

Newport Capital Partners on the resurgence of everyday essential retail

Capital is once again returning to the retail sector in a big way, say Newport Capital Partners’ Derrick McGavic and Josh Kagan.

Rising confidence fuels secondaries dealflow

A growing cohort of institutional investors are turning to real estate secondaries as global buyers look for exposure to in-demand asset classes.

StepStone Group: Another record year for secondaries

The looming debt maturity wall is one of the factors expected to power manager-led secondary market transactions, says StepStone Group’s Jeff Giller.

Evercore: The natural emergence of continuation vehicles

This emerging style of secondary market solutions is all the rage in 2026, says Evercore’s Jarrett Vitulli.

Affordable housing or returns: The development equation

The need for affordable accommodation is acute, and an increasing volume of private capital is available to the sector, but making development projects ‘pencil’ remains challenging.

Seven Seas Advisors: Inflation shift widens divide in real estate returns

Rising rates and stronger pricing are reshaping Japan’s property market, pushing capital toward higher-yielding strategies, say Minoru Yonekura and Kenya Shimono with Seven Seas Advisors.

Bain Capital on how flex living is going mainstream

Leveraging a flex living strategy can help address supply-demand imbalances and acute affordability issues across major gateway cities, say Bain Capital’s Ali Haroon and Rafael Coste Campos.

Japan tests real estate pricing assumptions

Higher borrowing costs are changing underwriting across Japan, but surging domestic capital and strong rental growth continue to keep pricing surprisingly resilient across assets, writes James Alker.

RMR Group on taking a fresh look at multifamily investing

A domestic housing shortage, home ownership affordability challenges and slowing construction starts are all proving to be tailwinds for investors, explains RMR Group’s Matt Jordan.