Guest Writer

Lagging performance indicators in private real estate is an existential problem for the sector, making alpha betting challenging for investors, argues James Corl, head of private real estate, Cohen & Steers.

A market’s depth, breadth and historical trading reveal how quickly it may recover from today’s property crisis, says Tom Leahy, MSCI's head of EMEA real assets research.

The evolving GP-led secondaries market offers much to investors and managers in Asia, say Christian Keiber and Bastian Wolff, founding partners at Aquilius Investment Partners, and Anthony Wong, head of APAC investment funds and partner at law firm White & Case.

Real estate secondaries markets have been able to race ahead on deployment, while other strategies remain stalled, explain Threadmark co-founder Anne Gales and managing director John Scott.

Opportunities abound in the GP-led real estate secondaries markets, says StepStone co-founding partner Jeff Giller.

CBRE IM’s Killian Toms and Chris Dickson outline where the real estate secondaries market is at today and where it is heading tomorrow.

Carbon emissions can be reduced at a substantially faster rate with proptech adoption, says Luke Graham, the firm's head of research.

The outlook for 2024 stands in stark contrast to 2023 as institutional appetite for real estate picks up, says James Jacobs, head of real assets for Lazard’s private capital advisory group.

Logistics firms are looking at a more involved due diligence process to get deals done in 2024, says Left Lane Associates’ research manager, Kirstie Boatright.

Smaller urban logistics properties may provide higher returns and less risk, say Edmond de Rothschild REIM's managing directors.