Content (23)
-
White papersListed infrastructure: a missing piece in your portfolio
Investing in essential service providers, which are integral to our daily lives, results in unique investment characteristics that can diversify your portfolio across market cycles. The defensive growth profile of the asset class complements equities, fixed income, and private infrastructure. Integrating GLI into a traditional 60/40 portfolio by substituting 10% of equities holds the potential to provide similar returns while lowering overall portfolio risk.
-
White papersWhy institutional investors are turning to data centres
The data centre industry is experiencing explosive demand growth driven by expanding use of technology and structural shifts in how data is consumed.
-
White papersData centers: Poised for a new wave of growth
AI’s explosive growth is propelling the data center sector into a new era of demand, driven by surging capacity needs and record-low vacancy rates. High barriers to entry and the critical role of data centers in the digital infrastructure make the sector a compelling and resilient investment opportunity amidst the evolving commercial real estate landscape.
-
White papers2024 Mid-Year Real Estate Outlook
Bulls and bears both had ample evidence to support their cases coming into 2024. Although inflation has yet to relent to a level that the central banks are comfortable enough to normalize policy interest rates, the global economy has remained remarkably resilient thanks to strong hiring and consumer spending.
-
White papersThe Data Center Investment Opportunity
The data center industry is experiencing explosive demand growth driven by expanding use of technology and structural shifts in how data is consumed. Developers are building but they can’t keep up with demand—driving vacancy rates to all-time historic lows and rents to rise. The amount of capital required to develop the capacity to fill forecasted demand is unprecedented in the industry.
-
White papersThe industrial sector remains the foundation of the global economy
The industrial and warehouse sectors have been among the most sought-after by real estate investors since the U.S. economy recovered from the Global Financial Crisis (GFC). The sustained increase in global trade, the proliferation of e-commerce retail, and the continued evolution of the North American supply chain have necessitated new and innovative development as well as created new opportunities for real estate investors to engage in the sector over the past decade.
-
VideoIdentifying real estate opportunities in a higher rate environment
Watch the full video now at the link below
-
White papersListed infrastructure: Structural growth tailwinds aplenty
Quick takes on capital markets
-
White papers10 trends driving the global data center market
AI is driving enormous increases in demand—and massive densification.
-
White papersAI is transforming the data center
Artificial intelligence (AI), formerly relegated to the pages of scientific journals and science fiction narratives, is now permeating the fabric of our everyday lives—and transforming the data center in the process.
-
White papersMost new data center capacity is still in primary markets
Demand for data center capacity has been rising exponentially for well over a decade. COVID-19 caused a significant acceleration in that growth, at the same time as it upended global supply chains.
-
White papersListed REITs 2024 Outlook
After lagging equities the past two years, REITs offer an attractive investment opportunity in 2024.
