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
