Net Lease
Amid turmoil in global commercial real estate markets, net lease investing is attracting a lot of attention from investors. The strategy is providing stable income with minimal capital and additional downside protection. And while investors are unlikely to see returns near pandemic-era highs, experts agree deal activity will pick up in the next year.
Investing in Japan
Japan’s central bank has finally raised the cost of borrowing, for the first time in 17 years, and in doing so has become the last to move out of negative interest rates. This marks the end of an era but is not expected to cause investors to turn away. Those investors are needed now more than ever, as the country looks to decarbonize its real estate sector – an undertaking with no shortage of challenges, but which also presents a great many opportunities.
Retail
Following years of disruption and countless reports on the death of retail, investors and managers that had been sitting on the sidelines are beginning to give retail a second look. Fundamentals are promising as rock-bottom rents and a dearth of new construction are making this an interesting time to invest in certain subsectors.