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In this podcast, AllianceBernstein’s Clark Coffee says valuing assets is becoming more challenging, making it more important for equity investors to pick the winners. But credit lenders just need to avoid the losers.

Asia’s economic tailwinds are creating particularly compelling opportunities for alternative lenders, say Ares’ Edwin Wong and Dinesh Goel.

Zoning limits and logistics demand are reshaping the industrial landscape, setting the stage for long-term outperformance in select property types, says Nathan Kane, head of research at Realterm.

Trade, defense and energy spending are reshaping industrial demand as supply remains tight, explain Dream Industrial’s Alexander Sannikov, Bruce Traversy and Sjoerd Barmentloo.

With demand far outstripping supply, a structural shortage is fueling rental growth well above the European average, according to IPUT’s Niall Gaffney.

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.

While the sector remains difficult for institutional investors to navigate, outsized returns are attracting attention, say Kayne Anderson’s Al Rabil and Nishant Bakaya.

Policies aimed at shoring up crucial regional supply chains will boost demand and returns for investors in the sector, says Aberdeen’s Craig Wright.

Multi-tenant infill industrial offers resilience, stability and rent growth across market cycles, according to Lincoln Property Company’s Gary Kobus and Tom Kuhlmann.

Structural demand drivers and focus on supply-chain resilience are reinforcing investor confidence for modern logistics assets in core locations, says Mapletree’s Ralph van der Beek.