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Deep Dive

Firms including KKR, Ares and Carlyle are buying or growing net lease investment platforms. Peter Benson investigates the reasons behind this high-profile interest.
Inverted yield curve
An inverted yield curve typically precedes a recession.
Property owners face tough decisions in the wake of increasing ESG and tenant requirements for their buildings.
As covid-19 amplifies the exodus from big, expensive cities, institutional capital must decide if it wants to join the retreat or bet on a return.
Strained geopolitical relations have pushed Chinese foreign direct investment in private real estate to historic lows. Yet, as Arshiya Khullar finds, not all Chinese investors are stopping their activities in the West.
The region’s diversity of currency, regulations and valuation approaches are among the obstacles to making performance reporting more uniform.
For the industry groups spearheading the global initiative to standardize reporting, the pandemic has created new reporting requirements that may remain for the long term.
Firms are prioritizing transparency and maintaining comprehensive, highly detailed data as investor reporting requests mount during covid-19.
Capital providers are seeing writedowns in their portfolios and accepting that valuations and underlying assumptions will vary during this uncertain time.
With so little clarity on property values during covid-19, appraisers are relying more on anecdotal commentary and getting creative to gain more market insight.

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