Guest Writer

Labour’s new planning and housebuilding proposals will boost demand for space and increase rental growth in the country’s logistics market, write DTRE’s Robert Taylor and Will Elvidge.

The ‘hotelification’ trend of providing greater amenities in other asset classes shows the importance of experiential offerings, says Stoneweg Group’s CEO.

A recovery in activity levels is forming as institutional appetite turns positive during the first half of 2024, says James Jacobs, head of real assets for Lazard’s private capital advisory group.

The value of sustainable buildings should not be confused with the practice of sustainable investment in buildings, say GRESB’s Chris Pyke, chief innovation officer, and Parag Cameron-Rastogi, real asset analytics director.

Development viability has changed, but that may be good news for debt investors, says ICG Real Estate’s Jai Patel.

The housing affordability crisis is providing abundant opportunities for investors in the ‘essential housing’ sector, says Todd Williams, chief investment officer at Grubb Properties.

Formerly niche, student and senior housing are suddenly topping many investors’ wish lists, says Kayne Anderson’s Al Rabil.

Many assets considered top-tier in the sector are older and do not meet ESG expectations. That needs to change, says Craig McDonald, principal at Ardstone Capital UK.

Mergers and acquisitions remain muted, but potential sellers are hungry for partners that can push their products onto retail investors, says Drew Murphy, partner and head of real estate at Berkshire Global Advisors.

The return of steady inflation to Japan will put pressure on asset management skills, but there are opportunities across the board, says LaSalle’s Kunihiko Okumura.