Staff Writer

Market dislocation means lenders to Asia-Pacific real estate can hit equity returns, say Gaw Capital’s Kenneth Gaw and Foster Lee, but private credit will remain a valid strategy once the dust settles.

Australia’s population growth, combined with the ongoing withdrawal of its banks from commercial real estate debt, is spawning opportunities for alternative lenders, say Qualitas’s Mark Power and Dean Winterton.

Harrison Street’s co-founder, chairman and chief executive Christopher Merrill explains how complexity can create value.

The maturing living sector is attracting new institutional interest seeking stability, says Wes Fuller, Greystar’s chief investment officer.

Exposure to public and private equity and debt grants perspective, say John Murray, managing director, global private real estate, PIMCO, and Francois Trausch, CEO and CIO, PIMCO Prime Real Estate.

PAG’s Chris Gradel considers the expanding opportunities for private real estate debt in APAC.

Uncertainty slowed transactions, says KSL Capital Partners’ chief executive and co-founder Eric Resnick, but the leisure travel sector was open to those with dry powder.

With less capital in the market, evolving occupier requirements and repositioning potential, disciplined buyers can thrive in European logistics, say Verdion’s Simon Walter and Jonathan Harris.

Standardized regulatory frameworks and transparent data are needed around sustainable investing to drive informed decisions, says our panel.

Craig Morey, climate lead for real estate at Schroders Capital, examines the sector’s progress toward incorporating the physical risks of climate change into financial models.