Technology

Digital Realty’s fundraise further demonstrates a new kind of contender

The data center giant’s $3.25bn debut fund adds to a growing cohort of listed specialists making significant inroads in private real estate capital markets.

Five forces redefining value-add investing in private real estate

The new reality of value creation and asset management reflects a broader shift away from passive ownership and toward hands-on management as the main driver of returns.

ESR on where logistics is creating value for investors today

As logistics real estate matures across Asia-Pacific, performance is increasingly driven by operational execution rather than market momentum, explains ESR’s Phil Pearce.

Entering the next era of operational alpha in private real estate

Real estate managers accept that NOI growth is critical to investment performance, and now innovators in the sector are capturing a greater share of the operational upside.

UBS Asset Management on designing an alpha-focused investment strategy for the next era

With easy gains fading, investors must rely on asset insight and integrated data to identify true performers, say UBS Asset Management’s Larissa Belova and Matt Johnson.

The data-led approach to value creation

Real estate asset management is undergoing a structural transformation as data, technology and AI shape how value is created.

Energy playbooks pay off big for real estate value creation

Developing a disciplined ESG approach is emerging as a key competitive advantage in managing properties and unlocking real value.

Arrow Global on how active management is the edge in Europe’s fragmented real estate markets

As liquidity tightens and pockets of distress emerge, managers are turning to sharper underwriting, disciplined capex and tighter operational control to drive returns, says Arrow Global’s Jay Patel.

How private real estate is building resilience against an AI bubble

Investors and managers are preparing their private real estate portfolios for the risks – and the opportunities – inherent in a potential shock to AI’s steep growth trajectory.

DNE Group on market reset creating new value in China’s real estate playbook

With demand imbalances and capital dynamics reshaping property markets across China, managers with operational expertise and fund management capability are finding new pathways to value creation, says DNE Group’s Martin Chen.