Content (6)
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White papersLocal knowledge cultivates global success
During a period of heightened market volatility, local knowledge becomes even more critical, contend James Kemp, Head of Asia-Pacific Real Estate, and Brendan Jones, Head of EMEA Real Estate, with Macquarie Asset Management (MAM). Together with its specialist platforms – currently, Logistics Property Co. in the US, Unified Industrial in Asia and PLP in the UK and previously, Goodman Group (then called Macquarie Goodman) and LOGOS – Macquarie Asset Management has invested more than €13 billion in the logistics real estate sector worldwide over the past 28 years. Kemp and Jones share some tips for identifying local pockets of value.
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White papersOutlook 2025 - Plan for growth, prepare for volatility
2025 is shaping up to be another good year for investor returns, with healthy global GDP growth likely to support earnings, and falling interest rates putting mild upward pressure on valuation multiples. Explore our key macroeconomic views and the asset class implications across infrastructure, real estate, equities, and credit markets for the year ahead.
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White papersUnlocking hidden potential
Real estate markets in the US and Asia Pacific are behaving differently today, with potential dislocation in the former due to higher interest rates, and steadier fundamentals in the latter.
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WebinarMarket Perspectives Webinar - Global real estate: Approaching the turn replay
With interest rates falling and global growth stabilising, opportunities are emerging in global real estate. Watch the replay to hear from Macquarie Asset Management’s panel of experts as they discuss the outlook and how investors should position their portfolios to take advantage of current market pricing.
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White papersGlobal real estate: Approaching the turn
Risk-free rates and the cost of capital lifted sharply in 2023, pressuring commercial property pricing and transactions across most markets. However, selective opportunities are now emerging in private markets, including in the logistics sector.
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White papersTackling embodied carbon emissions
The built environment is a major contributor to greenhouse gas emissions, which has put the sector under pressure from regulators, investors and occupiers to improve its performance. To accelerate the transition, asset owners, amongst other strategies, are going to need to embrace retrofitting and adopting new technologies.
