Has price discovery improved in the real estate sectors? What is likely to happen if inflation stays relatively high? These are some of the questions Todd White, managing director, portfolio management, and Art Jones, senior director, real estate research, both with Principal Asset Management, tackle in an interview published in the September issue of Institutional Real Estate Asia Pacific.
“Our favourite sectors today remain those that are focused on long-term structural drivers, such as technology, demographics and supply-chain reconfiguration. We believe data centres, residential and industrial continue to exhibit strong value over the long term,” says White.
“Among niche sectors, data centres remain among the most sought-after property type, but transaction activity remains limited. Single-family rentals, including built-to-rent, also have healthy profiles due to lack of affordability in the single-family for-purchase market, and they are also attrac
