Realterm’s director of research, Nathan Kane, explains the cyclical performance of general industrial and high flow-through, and why the latter could offer better return prospects.
In a late-cycle environment with growing uncertainty surrounding macro events like the
US-China trade war, real estate managers are thinking about how to make their strategies resilient ahead of a potential downturn
Investment strategies focused on long-term structural themes and defensive cashflows are set to outperform across cycles, write Rod Cornish and David Roberts of Macquarie Capital
CPPIB’s Guy Fulton speaks with Michael Chan of Macquarie Capital Real Estate Investments about its current investment strategy in China. Mark Cooper listens in
Brett Robson and Jelte Bakker of Macquarie Capital explain to Jonathan Brasse why the firm’s move into real estate principal investing was an opportunity to be embraced.
Erin Ledger-Beaupre talks with CPPIB about its real estate portfolio growth in a mature cycle and why partnering with specialist managers is critical, especially in niche sectors.
Macquarie Capital Real Estate Investments’ Zahar Mejanni seeks insights from PFA’s Michael Bruhn on how to construct a worldwide investment strategy in a rapidly evolving market.
Ivanhoé Cambridge’s Michèle Meier explains why private real estate owners’ contribution to creating resilient cities does not stop at the front door of their buildings
The impact of sustainability on private real estate ramps up with every passing year. Eric Duchon of LaSalle Investment Management explains how the firm is responding
Eric Duchon, Sophie Carruth, Tom Miller and Yelena Diggs identify specific regional nuances in sustainability efforts and explain how LaSalle Investment Management is develops its approach accordingly