Inflation

Demographics, interest rates and a supply and demand imbalance favor growth for the sector, reports Keith Button

The levels of new commitments from institutions to real estate has been in decline as inflation concerns take hold, writes James Jacobs, head of real estate for Lazard’s private capital advisory group.

Highly competitive pricing in Tokyo has led to growing interest in Osaka, Nagoya and Fukuoka, especially where there are demographic tailwinds.

But a spotlight still shines on multifamily.

Panelists at PERE's Global Investor Forum were all in agreement that climate issues maintain real estate's biggest challenge.

Higher capex is increasingly required to make real estate investments work, forcing investors to reassess how they determine value and what qualities warrant extra spend.

Brookfield is deploying as quickly as it can raise, Prologis fails to woo Duke, EQT Exeter expands its residential reach and more in today's briefing, exclusively for our valued subscribers.

The Annapolis, Maryland-based logistics specialist will pursue distressed assets as one area of focus with its latest vehicle.

Institutional investors are backing development in constrained asset classes despite pricing and labor pressures.

The New York manager’s $13bn purchase of the development-focused REIT takes the niche sector fully private in the US. Reaction to that is mixed.