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.
An update on the listed real estate sector amid market uncertainty.
The former Kai Tak airport redevelopment project reflects Hong Kong’s still weak residential sector.