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Inflation

Low interest rates made it easy to boost returns from real estate. Now life is much harder, especially for those with loan maturity looming.
The real estate secondaries market is growing considerably as it ages.
Some of the best real estate investing opportunities can be found in Japan, but investors need to add value in order to counter the impact of rising inflation and potential cap rate expansion, says Gaw Capital’s Isabella Lo.
Zoomed image of US dollar featuring Federal Reserve symbol.
SVB fallout is ‘not comparable’ to regional banks' commercial real estate debt exposure, says Fed chair Jerome Powell.
After enjoying more than a decade of cheap money, the new cost of finance and growing risk of obsolescence have pushed European real estate into entirely different waters.
As managers and investors continue to struggle with liquidity issues, it is no longer business as usual for real estate recapitalizations.
Cap rates have increased sharply in both Europe and the US. But logistics experts argue that strong fundamentals will support a return of investment activity later in the year.
Hideto Yamada, the $1.3trn pension’s real estate head, told delegates at PERE’s Tokyo conference how lower performance is likely in today’s inflation-led environment.
Private real estate is overlooking long-term opportunities amid near-term concerns, warned speakers at last week’s PERE Global Passport event.
The strategy's appeal becomes clear in a volatile macroeconomic environment, according to James Jacobs, head of real estate for Lazard’s private capital advisory group.
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