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Institutional investors are opting for either a cautious or opportunistic risk and return profile as they reallocate their real estate portfolios between various sectors, says James Jacobs, head of real estate for Lazard’s private capital advisory group.
Nancy Lashine and John Sweeney, managing partners at capital advisory firm Park Madison Partners, discuss why inflation will be a friend to bricks and mortar, and other reasons for increased institutional allocations next year.
Old-school assumptions about intrinsically valuable real estate will be challenged as technology, especially space tech, evolves, predicts ex-Probitas boss Michael Hoffmann.
With 16 transactions closed in the first half of 2021, the industry is well ahead of last year and poised to surpass 2018's record total.
Logistics warehouse
Institutions continue to seek exposure to logistics assets as retailers adapt to a changing marketplace. Identifying assets that will benefit from structural change is critical, according to James Jacobs, head of real estate for Lazard’s private capital advisory group.
As China’s real estate investment market grows more complex, three sources of capital are set to become more relevant, says Hodes Weill’s Hong Kong-based partner Alfredo Lobo.
capital advisory
The consultancy has hired former JP Morgan and Deutsche Bank real estate banker Birju Shah to lead a combined debt and equity unit.
Foregone bonuses are just a small piece of a larger discussion on alignment between managers and their investors, writes former ADIA real estate global chief operating officer Martin Schwarzburg.
Managers’ performance history is still top of mind for investors, and key-person clauses have overtaken fees as the most contentious issue.
The Chicago-based broker is poised to close on a deal to acquire the London-based capital advisory firm of Anthony Biddulph, Nick Ridgewell and Luca Giangolini.
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