Guest Writer

The return of steady inflation to Japan will put pressure on asset management skills, but there are opportunities across the board, says LaSalle’s Kunihiko Okumura.

A steady economy and record occupier demand for Japanese logistics put the sector in a strong position for the future, say Unified Industrial's Joshua Olsan and Hiroshi Takizawa.

Real estate fund administrators are plotting a new path from insourcing to outsourcing via co-sourcing models, says Anita Lyse, group sector head, real assets, at Alter Domus.

The roadmap for navigating asset value and future-proofing portfolios involves prioritizing people and social performance, says Joanna Frank, president and CEO of Fitwel.

Charting a new path for returns means getting back to basics, says Jolly Singh, a principal of portfolio oversight at CIM Group.

Lagging performance indicators in private real estate is an existential problem for the sector, making alpha betting challenging for investors, argues James Corl, head of private real estate, Cohen & Steers.

A market’s depth, breadth and historical trading reveal how quickly it may recover from today’s property crisis, says Tom Leahy, MSCI's head of EMEA real assets research.

The evolving GP-led secondaries market offers much to investors and managers in Asia, say Christian Keiber and Bastian Wolff, founding partners at Aquilius Investment Partners, and Anthony Wong, head of APAC investment funds and partner at law firm White & Case.

Real estate secondaries markets have been able to race ahead on deployment, while other strategies remain stalled, explain Threadmark co-founder Anne Gales and managing director John Scott.

Opportunities abound in the GP-led real estate secondaries markets, says StepStone co-founding partner Jeff Giller.