Impact of physical climate risk the real estate sector’s climate adaptation strategies, as well as the importance of company engagement to improve resilience and the long-term return potential of property assets.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Hong Kong’s residential property market is in a recovery phase driven by supportive macro conditions, stronger household balance sheets, and renewed demand.
Strong fundamentals, improving market dynamics, and rising investor demand for diversification position real estate for a re-rating in 2026.
Sydney’s office market is facing muted future supply and a flight-to-quality.
REITs present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.
Reasons for a constructive outlook for European REITs.
Listed REITs can offer lower volatility and better earnings visibility versus broader equities.
A research visit provides valuable insight into LA's real estate markets.
Key considerations for property equities investors amid the current market turmoil.
Residential REITs can offer attractive growth opportunities across a range of ‘living’ sub-sectors.
An update on the listed real estate sector amid market uncertainty.