Technology

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.

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

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

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.

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.

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.

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.

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

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

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.