Technology

Surviving an AI bubble: Goodwin Gaw’s private real estate resilience plan

In this episode of The PERE Podcast, Goodwin Gaw, co-founder of Gaw Capital, shares his insights on how real estate investors can capture the upside of AI-led growth, while staying defensive against its risks.

Advanced manufacturing needs are recalibrating industrial real estate

New technological advancements are enabling expanding geographies in industrial site selection as US employment levels fall.

Six themes shaping industrial real estate’s second act

Managers are confronting uneven vacancy patterns, constrained development pipelines and shifts in global trade as capital migrates into more operationally intensive, infrastructure-adjacent assets.

Macquarie on logistics real estate’s transition as global markets reset

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.

BKM Capital Partners on how smaller industrial spaces offer bigger returns

A surge in small-bay demand is reshaping industrial real estate and pushing capital toward operationally intensive platforms, says BKM’s Brian Malliet.

MARK Capital on future-proofing last-mile logistics

Asset granularity is key for investors seeking returns in European logistics markets, explain Crossbay’s Marco Riva, Marcus Meijer and Michelle Doran.

Chasing an attainable social dividend in green housing

As demand for affordable housing surges, managers are betting sustainable construction and fixtures can cut energy costs and emissions.

Three forces that are redefining sustainable real estate investing

Sustainability is playing a role in value creation and reshaping deals as technology plots a path for decarbonization.

BREEAM: Data is rewriting real estate’s sustainability playbook

BREEAM’s Breana Wheeler and Tom Wilson say investors are demanding proof over promises as whole-life carbon, granular performance data and brown-to-green strategies reshape risk.