The single family office concentrates on active asset repositioning and disciplined financing as higher costs reshape overseas property investing.
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Tag : real estate
While data centre investments continue to attract significant investor attention, capital is also flowing back this year into sectors such as office, retail and industrial.
Founder and CIO Aradhna Dayal is pivoting her family's traditional real estate portfolio toward data centres, smart logistics hubs and AI-driven healthcare funds.
In partnership with M&G Investments
Real estate is racing to catch up as technology, regulation and capital costs accelerate obsolescence. Robert Balick and Frédéric Laurent of BauMont Real Estate Capital, in which M&G Investments holds a majority stake through its real estate platform, examine how value add strategies are evolving and why building portfolios around more than one market story is becoming increasingly important.
Not enough attention is being paid to climate risk and obsolescence in the property sector, even as long-term investors treat it as a core issue for underwriting and portfolio monitoring.
The Dutch pension investor is underweight in the sector relative to target and sees Japan, living and selective office recovery as key areas for future deployment.
In partnership with Wellington Management
The commercial real estate (CRE) debt risk spectrum presents a range of opportunities for lenders. In this piece, Wellington Management examines the transitional lending market, highlighting what makes these assets attractive across market environments and how transitional CRE debt allocations fit within portfolios.
The pair's take-private acquisition of National Storage REIT (NSR) was the biggest ever for an ASX-listed real estate investment trust.
Investor confidence in Asia Pacific real estate is rebounding as stabilising interest rates and inflation drive clarity.
From Tokyo apartment buildings to student housing in Sydney, real estate watchers are upbeat on the APAC real estate sector this year, although office space remains lacklustre.
Canada Pension Plan Investment Board has joined a consortium set to invest as much as 112.7 billion yen ($719 million) in hospitality-related assets across Japan.
The region's property market is set to post a modest recovery in 2026 but possible inflation shocks and the impact of AI on office space demand hang over the sector.
