Having determined they are largely unscathed by the Russia-Ukraine conflict, institutional real estate managers and investors returning to Cannes spent the week looking beyond to the wider implications.
3 min read · 17 March 2022
Inflation hedging depends on the ability to grow rents and, in turn, income, says Brad Gries, co-head and co-CIO, Americas at LaSalle Investment Management.
2 min read · 16 March 2022
Residential real estate is traditionally resilient in times of high inflation, making it an attractive asset class to institutional investors, says James Jacobs, head of real estate for Lazard’s private capital advisory group
2 min read · 23 February 2022
An increase in exit cap rates and cost of debt – as well as operating costs rising faster than rental rates – were among potential inflation-driven challenges cited by managers.
3 min read · 22 February 2022
The topic is top of mind for the region’s investors and has raised concerns that property markets abroad may have become too expensive.
3 min read · 19 November 2021
While rising prices are a top concern for global investors, the asset class is well insulated from inflation’s negative effects.
3 min read · 20 May 2021
Historically, real estate has performed well when prices rise, but the pandemic era raises unique questions and challenges.
3 min read · 19 May 2021
Inflation fears are back but mitigating forces should not be underestimated, says Jose Luis Pellicer, head of investment strategy and research at M&G Real Estate.
5 min read · 10 May 2021
Henning Eckermann, the Swiss alternatives manager’s chief economist, warned investors gathered at the Infrastructure Investor: Europe 2010 forum that developed markets face 75% chance of inflation in the range of 5% to 7%. As a hedge, he recommended they increase their exposure to real assets.
2 min read · 24 January 2013
The $119bn pension’s new ‘absolute return’ asset class will include infrastructure investments and could lead to a search for a manager to run the investment programme. The move is part of a wider asset allocation shift to be unveiled at its August meeting after CalSTRS saw its portfolio value tumble 25 percent over the last year.
3 min read · 21 January 2013
