For many institutions, the “why” of investing in the Sun Belt is a pretty straightforward growth story. The bigger question is where to position strategic investments to generate the best risk-adjusted returns in a large geographic region that has become increasingly competitive. Compelling growth sweeping through the Sun Belt is by no means a new […]
We have entered the Age of Anxiety: global pandemic, rising inflation, geopolitical conflict, climate change and looming recession. It’s no surprise the global prevalence of depression and anxiety increased 25 percent in the first year of the pandemic, according to the World Health Organization. While investors and fiduciaries have always had a lot to worry […]
The global macroeconomic landscape has changed significantly in a few short years. COVID-19 caused an economic shock that continues to reverberate around the world, but the pandemic also placed significant pressure on pre-existing geopolitical tensions, boiling over most visibly in the Ukraine conflict. Meanwhile, real estate investments have become increasingly diversified over the past 10 […]
In March 2022, the U.S. Securities and Exchange Commission (SEC) proposed new rules that would require U.S. public companies to disclose climate-related information in annual reports and registration statements. If the proposed rules become effective, the impact on public-company reporting would be profound: Standing business and financial disclosures, developed pursuant to SEC rules and market […]
If you’re a subscriber to this publication and seldom visit the website at www.irei.com, you’re missing out on a lot of the benefits associated with your subscription. In the mid-2000s, we, like many publishers, shifted to a digital-first strategy. That means all of the news stories we cover appear first in digital form on our […]
The global macroeconomic environment may provide challenges for real estate investors, but the underlying fundamentals for most property types will be supportive of investment in the sector, according to Stephen Hayes, head of global property securities at First Sentier Investors. First Sentier’s global property securities team invests in publicly traded real estate around the world, […]
Interest rate spreads are widening, which is having an effect on the real estate debt investment environment. “Many of the debt funds that rely on securitization to manage the size of their balance sheet have encountered an unfriendly CRE CLO market,” says Paul Mullaney, managing director of commercial real estate for CarVal Investors. “This is […]
Rent growth in the multifamily sector has held up strong in 2022, despite concerns about a softening economy. Nationally, the average asking rent increased in May to a record high of $1,680 per unit, according to Yardi Matrix, and it has grown 13.9 percent year-over-year. “Demand for housing is driving pricing, and that is not […]