Asia Pacific An alternative path: Why alternative assets should be a staple in investor portfolios Investors in alternative real estate subsectors are no longer onto a secret. But they remain a select breed. Alternative assets generally made it into the black even during a bleak year.
Asia Pacific A compelling opportunity: Why global real estate investors should set their sights on India’s life sciences sector The life sciences real estate sector stands out as a unique potential opportunity among alternative property types. It offers attractive — and resilient — risk-adjusted returns in an environment where there is deep demand but a deficiency of good-quality supply.
Asia Pacific Spirit of optimism: Why Australia is highly attractive for real estate investors The Australian continent and its metropolis Sydney should not be underestimated. This business location in particular has the potential to join the ranks of global players, and the Australian government’s ambitious projects aim to ensure that this is the case.
Asia Pacific Finding a way: Australian REITs navigate tough times The Australian real estate market has been affected by higher interest rates over the past 12 months. The inflationary consequences have been widespread and Australia has been affected in similar ways to its peers, as higher prices are being factored into the economy.
Asia Pacific Isn’t it ironic? Making sense of sustainability in a political world It is a wee bit ironic that the term “sustainability” has become associated with a liberal political orientation, when the act of “sustaining” something is an essentially conservative one.
Asia Pacific What investors think about the logistics sector Investors are wondering if logistics demand and ecommerce tailwinds still support logistics allocations, particularly given ongoing supply-chain disruptions, high transportation costs as a percentage of tenants’ logistics cost and high capex.
Asia Pacific The effect of the banking crisis on real estate At a recent Knight Frank outlook event, head of research for Asia Pacific Christine Li noted, “the world is lurching into a polycrisis era — a cluster of related global risks with compounding effects.”
Asia Pacific Global macro outlook suggests increased volatility and pockets of economic weakness Investors should be prepared for increased volatility, and the global macroeconomic situation is likely to worsen, according to the second quarter global macro outlook from Manulife Investment Management.
