Technology

The rapid rise of AI is changing not only where data centers are built, but also how investors need to assess risk and value across the sector, says PGIM’s Morgan Laughlin.

Rising construction costs are forcing developers to balance project viability with what students can realistically afford.

PBSA continues to see resilient demand throughout the region, say Juan Manuel Acosta and Matteo Minardi.

Sustained demand and strong returns have cemented PBSA as one of the most attractive real estate asset classes.

As PBSA has evolved into a mainstream institutional asset class, the drivers of outperformance have become more nuanced.

Asia-Pacific’s leading premium integrated commercial properties located in the region’s gateway CBDs are supported by structural supply constraints and resilient occupier demand, says Hongkong Land’s Michael Smith.

Core real estate investors are looking beyond the traditional sector menu to new asset types capable of delivering resilient, long-term income.

As core strategies adjust to a new market cycle, managers and investors emphasize resilient cashflows, operational execution and structural demand as the foundations of outperformance.

From income durability to active management to broadening sector definitions, these shifts are reshaping what qualifies as core and core-plus real estate in 2026.

Investors are placing greater emphasis on operational capabilities, data infrastructure and AI-enabled execution as key drivers of long-term performance, says Cortland’s Scott Moore.