Anthony Duggan, Head of Global Capital Markets Research provides an overview of five themes shaping future real estate investment.
1: EXTRA TIME
Slowing global growth means interest rates are stubbornly anchored near record lows. Real estate investors need to be cautious when considering positions on the risk curve. However, the real estate cycle is extended further and opportunities remain.
Debt; the challenge for banks
2: CAPITAL GRAVITY
Real estate remains a compelling asset class, attracting new waves of capital. We use our suite of models to predict sources and destinations of rising cross-border investment, as well as future shifts in portfolio allocations between sectors.
Redefining buildings to create value epitomises the creativity of today’s investors, and as CBD pricing hits new highs, some are going further, reinventing fringe locations and supporting new gateway cities.
Reinventing Commercial Real Estate
Occupier appetite for real estate is increasingly about services, not simply the space itself. Investors are taking a closer look at operational models, not only in the office sector, but across the entire residential lifecycle, from student housing, PRS, healthcare to senior living.
5: ALL CHANGE
Technology is playing an ever-greater role in real estate and is generating huge amounts of data in the process. We investigate the challenges and opportunities this creates for investors.
The opportunity for data
The value of digital connectivity