Tariffs

Last mile quickly becomes logistics investors’ first choice

As logistics markets recalibrate, last-mile assets stand out with rent growth supported by supply pressures, e-commerce and consumer expectations.

On the minds of industrial and logistics real estate experts

Industrial and logistics capital is turning more selective as pricing resets, supply tightens and long-term demand drivers reassert themselves, setting the stage for targeted opportunities.

Resilience is the watchword as a new cycle begins for industrial and logistics real estate

Logistics investors anticipate abundant opportunities in a market that has reset, with demand being fueled by occupiers fortifying their supply chains against further disruption.

US hospitality real estate investors stay through tough times

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

US debt roundtable: Opportunity and uncertainty collide in debt markets

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

Macquarie: Focus shifts to local living and logistics sectors

James Kemp, Macquarie Asset Management’s head of APAC real estate, explains why structural trends in Asia-Pacific real estate markets still matter.

Phoenix: Investors target developed markets for accretive returns

Samuel Chu, co-founder of Phoenix Property Investors, notes global change and demographic trends are reshaping APAC investment strategies.

Real estate managers pivot strategies in the tariff era

Higher interest rates, inflation and an unpredictable trade war are ushering in an ever-changing set of obstacles.

UBS: Optimism on residential strategies is little dented by tariffs

Uncertainty has shaken the global economy to its core, though from a real estate perspective, residential looks the most resilient, say UBS’s Tiffany Gherlone and Fergus Hicks.

The US is starting to lose its luster for real estate investors

Tariffs are driving investors away from the world’s largest property market – which has been a boon for managers targeting other regions.