Australia’s housing undersupply has shifted decisively from a cyclical imbalance to a structural constraint. For institutional investors, build-to-rent (BTR) has emerged as a differentiated and increasingly compelling pathway to help address this imbalance.

Organisations that approach hiring with the same discipline and long-term perspective as an investment decision tend to achieve stronger, more durable outcomes. We continue to believe this approach remains a winning formula for employers across all market cycles.

Both real estate and infrastructure are long-duration asset classes. But they express duration in fundamentally different ways — and that difference matters more than many investors appreciate.

Deep domestic capital and a flight-to-quality underpin resilience across the Asia Pacific region, according to Colliers’ Q1 2026 Asia Pacific Cap Rates report, which notes investor demand increasingly concentrated on prime assets and defensive sectors.

Assets under management by real estate investment firms continue to increase, even as the commercial real estate industry has faced myriad challenges amid rising interest rates and geopolitical turmoil.

Asia Pacific data centre investment reached a record US$11.6 billion in 2025, as power availability increasingly determines where new capacity can be delivered, according to CBRE’s 2026 Asia Pacific Data Centre Trends & Outlook Report.

Brookfield and GIC have closes of their acquisition of National Storage REIT (NSR), Australia and New Zealand’s largest owner and operator of self-storage facilities.

Institutional Real Estate, Inc and Agentic Assets, the AI technology company behind Corbis and EQUIRE, have announced a strategic partnership to advance the adoption of academically grounded artificial intelligence tools across the institutional investment and private wealth advisory markets.

Nippon Life Insurance Co has entered into a memorandum of understanding for a comprehensive strategic partnership with Blackstone to provide investment management services in the private credit and real estate sectors.

Energy resilience is becoming a strategic imperative in Asia Pacific. For real estate, this means electrification must be weighed alongside grid quality, energy costs and measurable action. Ongoing conflict in the Gulf, combined with local supply pressures, is adding urgency to the redesign of regional energy systems.

Asia Pacific’s commercial real estate markets began 2026 with genuine momentum. The recovery that started in the middle of 2025 extended well into the early months of this year, with transaction volume in the first quarter growing 22 percent, to US$51.1 billion, from the same period a year ago.

Global unlisted real estate fund returns continued to improve in the first quarter of 2026. The MSCI Global Quarterly Property Fund Index (GPFI) delivered a rolling 12-month net total return of 4.0 percent, extending the recovery that began in 2024 and marking the strongest performance since the market correction.