Inflation

Interest rate rises upset the student housing market in late 2022, but strong operational performance means investors remain keen to allocate to the sector.

As the gap between supply and demand for affordable housing widens, institutional investors see opportunities to invest to meet ESG goals and boost financial returns, writes Keith Button.

A confluence of factors is making the asset class particularly attractive to long-term investors, says PATRIZIA’s Marcus Cieleback.

Underpinned by demographic tailwinds, rental models across the living sector can provide stable, long-term returns as tenants progress through different life stages, argues Eagle Street’s Shane Scully.

Low interest rates made it easy to boost returns from real estate. Now life is much harder, especially for those with loan maturity looming.

The real estate secondaries market is growing considerably as it ages.

Some of the best real estate investing opportunities can be found in Japan, but investors need to add value in order to counter the impact of rising inflation and potential cap rate expansion, says Gaw Capital’s Isabella Lo.

SVB fallout is ‘not comparable’ to regional banks' commercial real estate debt exposure, says Fed chair Jerome Powell.

After enjoying more than a decade of cheap money, the new cost of finance and growing risk of obsolescence have pushed European real estate into entirely different waters.

As managers and investors continue to struggle with liquidity issues, it is no longer business as usual for real estate recapitalizations.