Guest Writer

Wes Fuller, chief investment officer at Greystar, points to narrowing bid-ask spreads and improving liquidity as early signs of a global recovery.

The US president’s executive order creates uncertainty over policy and valuation, but not immediate cashflows, says Peter Zabierek, senior portfolio manager at Easterly Ranger.

A supply drought and repriced assets are pushing investors beyond core logistics into alternative strategies, say Greykite’s senior partner Dan Valenzano and chief executive Michael Abel.

Leasing momentum and construction pullbacks are supporting industrial returns, even as vacancies and global headwinds complicate near-term outlooks, writes JC Russell.

Elevated deliveries over the past few years and softer demand are pushing vacancy rates higher in this operationally intensive part of the supply chain, writes JC Russell.

With investor sentiment improving last year, the picture for capital flows in 2026 looks brighter, writes James Jacobs, head of real assets for Lazard’s private capital advisory group.

While sustainable loan volumes continue to grow, borrowers are beginning to question whether the drawbacks outweigh the benefits, writes James Alker.

Zoning limits and logistics demand are reshaping the industrial landscape, setting the stage for long-term outperformance in select property types, says Nathan Kane, head of research at Realterm.

Private capital is chipping away at entrenched monopolies across the region, writes James Alkers.

Investor fatigue and political hostility weigh on environmental, social and governance initiatives in real estate, writes James Alker.