Inflation

There is a clear need for more affordable housing, including single family and multifamily units, says PGIM Real Estate’s global head of investment research, Peter Hayes.

GP-led transactions can provide buyers with access to unique dealflow in high-growth segments, says Brookfield’s head of real estate secondaries, Chris Reilly

Sustainability is now firmly entrenched as a key driver of value for real estate portfolios, says Partners Group’s Peter Holden

The New York mega-manager has focused its property investments in key thematic sectors to navigate the choppy waters ahead.

Having determined they are largely unscathed by the Russia-Ukraine conflict, institutional real estate managers and investors returning to Cannes spent the week looking beyond to the wider implications.

Inflation hedging depends on the ability to grow rents and, in turn, income, says Brad Gries, co-head and co-CIO, Americas at LaSalle Investment Management.

Residential real estate is traditionally resilient in times of high inflation, making it an attractive asset class to institutional investors, says James Jacobs, head of real estate for Lazard’s private capital advisory group

An increase in exit cap rates and cost of debt – as well as operating costs rising faster than rental rates – were among potential inflation-driven challenges cited by managers.

The topic is top of mind for the region’s investors and has raised concerns that property markets abroad may have become too expensive.

While rising prices are a top concern for global investors, the asset class is well insulated from inflation’s negative effects.