Inflation

With investor sentiment improving last year, the picture for capital flows in 2026 looks brighter, writes James Jacobs, head of real assets for Lazard’s private capital advisory group.

Vacancy shifts, land scarcity and automation pressures are reshaping markets around the world, say Macquarie Asset Management’s Julia Huang, James Bechely-Crundall and James Besson.

Interest rate cuts support gradually improving market dynamics despite ongoing political and trade turbulence, say participants in PERE’s regional roundtable discussion.

Clarion Partners’ Julie Robinson and Indraneel Karlekar see openings in a sector where growing demographics outpace supply by a wide margin.

The economy is growing, but hotel occupancy is remaining stubbornly low across sectors.

Political volatility and economic instability present challenges for US private debt investors, but participants in PERE’s roundtable remain optimistic.

The sector’s safe-haven status still appeals to investors, but uncertain trading conditions are suppressing deal volume.

Despite recent headwinds, sale-leasebacks remain a compelling tool for investors and corporates, offering predictable returns and strategic financing advantages.

Illiquid markets and overleveraged assets have opened a slew of GP-led secondaries deals, says Jeff Giller of StepStone.

The country’s ultra-low bank rate era appears to be coming to an end, raising the specter of potential cap rate expansion in real estate markets.