Tariffs

As logistics markets recalibrate, last-mile assets stand out with rent growth supported by supply pressures, e-commerce and consumer expectations.

Industrial and logistics capital is turning more selective as pricing resets, supply tightens and long-term demand drivers reassert themselves, setting the stage for targeted opportunities.

Logistics investors anticipate abundant opportunities in a market that has reset, with demand being fueled by occupiers fortifying their supply chains against further disruption.

The economy is growing, but hotel occupancy is remaining stubbornly low across sectors.

Political volatility and economic instability present challenges for US private debt investors, but participants in PERE’s roundtable remain optimistic.

James Kemp, Macquarie Asset Management’s head of APAC real estate, explains why structural trends in Asia-Pacific real estate markets still matter.

Samuel Chu, co-founder of Phoenix Property Investors, notes global change and demographic trends are reshaping APAC investment strategies.

Higher interest rates, inflation and an unpredictable trade war are ushering in an ever-changing set of obstacles.

Uncertainty has shaken the global economy to its core, though from a real estate perspective, residential looks the most resilient, say UBS’s Tiffany Gherlone and Fergus Hicks.

Tariffs are driving investors away from the world’s largest property market – which has been a boon for managers targeting other regions.