- Strategies
Residential
CHC continues to see opportunity within the multifamily space due to a shortage in affordable housing and elevated home mortgage rates. The sector has faced recent headwinds in part due to increased deliveries. Compared to the 20-year average of 504,000 units under construction, 2023 represented a peak year for deliveries with 590,000 units and 2024 deliveries are estimated at 575,000. However, due to high construction and financing costs, new starts activity has declined and only 346,000 units are expected to be delivered in 2025. Furthermore, the disparity between homeownership and rental costs has reached $1,114, representing a 26.7% year-over-year increase and another demand driver for the sector.
(Click to view more information) - Strategies
Retail
The retail sector has demonstrated accelerated rent growth and tightened vacancy rates across most US markets in recent years. Retail seems to be the overlooked sector, particularly in the Sunbelt. After mild negative tenant demand of -28m sqft in 2020 driven by COVID-19, tenant demand rebounded with an average of 67m additional square feet leased in each of the last three years. Furthermore, retail development has been limited in the last several years due to the impacts of COVID-19. With consumers back in stores, occupancy rates are above average, and rents are increasing by 3% to 4%. Given the growth in market rents, in-place rents are currently 10% to 15% below market rents indicating strong potential for NOI growth as landlords recapture space.
(Click to view more information) - Strategies
Other
The self-storage sector is believed resilient to inflation and has countercyclical renter-demand factors, driven by relocation, ongoing population growth, and homeownership hurdles. The latest supply wave, which occurred in 2016-19, expanded the existing storage stock by 18% cumulatively. This supply has since been absorbed and new development activity over the next 12 months remains subdued. As a result, supply forecasts for 2027 and 2028 have been reduced by 120bps and 50bps, respectively.
(Click to view more information) - Strategies
Core
Core real estate has historically provided attractive return profiles relative to traditional asset classes as well as desirable diversification. Our flagship core strategies are market-leading throughout the US, Asia Pacific, and Europe. Globally, we offer diversified portfolios of exceptionally high-quality assets, with a focus on potential durable, growing income and strong appreciation characteristics over time.
- Strategies
Core
Core real estate has historically provided attractive return profiles relative to traditional asset classes as well as desirable diversification. Our flagship core strategies are market-leading throughout the US, Asia Pacific, and Europe. Globally, we offer diversified portfolios of exceptionally high-quality assets, with a focus on potential durable, growing income and strong appreciation characteristics over time.
- Strategies
Core
Core real estate has historically provided attractive return profiles relative to traditional asset classes as well as desirable diversification. Our flagship core strategies are market-leading throughout the US, Asia Pacific, and Europe. Globally, we offer diversified portfolios of exceptionally high-quality assets, with a focus on potential durable, growing income and strong appreciation characteristics over time.
- Strategies
Listed real assets
Our platform includes listed real estate, energy infrastructure (MLPs), global infrastructure, and combined real assets strategies. Through our listed real assets continuum of solutions, investors can target premium income generation, capital growth, and a potential hedge against inflation while maintaining a high level of liquidity.
- Strategies
Income – Debt and equity
Our real estate debt business provides creative and comprehensive financing solutions throughout the capital structure and across the risk spectrum. We originate loans and invest in debt securities underpinned by high-quality real estate. Meanwhile, our equity strategies focus on premium income profiles and include regional solutions diversified by sector, as well as sector specific solutions such as multi-family and hotel real estate.
- Strategies
Income – Debt and equity
Our real estate debt business provides creative and comprehensive financing solutions throughout the capital structure and across the risk spectrum. We originate loans and invest in debt securities underpinned by high-quality real estate. Meanwhile, our equity strategies focus on premium income profiles and include regional solutions diversified by sector, as well as sector specific solutions such as multi-family and hotel real estate.
- Strategies
Value add and opportunistic
We leverage our deep global platform of regional experts to source and implement an array of value creation strategies and emphasize areas of best relative value, on a risk-adjusted basis.
Search results
Copyright © 1997–2025 IPE International Publishers Limited, Registered in England, Reg No. 3233596, VAT No. 685 1784 92. Registered Office: 1 Kentish Buildings, 125 Borough High Street, London SE1 1NP
- Contact us
- Company Overview
- Manage my consent