Real Estate
Global Capital Rotation: From Office to Living, Logistics, and Digital Infrastructure
Global Capital Rotation: From Office to Living, Logistics, and Digital Infrastructure $270 billion flowed into data centres in 2025 alone, while office assets captured just 12% of institutional capital. Living and logistics sectors together took 45%. This is not tactical rebalancing. It is a structural rotation that will define real estate capital deployment through 2030.…
Read MoreSovereign Wealth Funds and the Rise of Direct Real Estate Platforms
Sovereign wealth funds are moving beyond passive allocations. They are increasingly building or backing direct real estate platforms to gain greater control, flexibility, and access to strategically important assets. In a market shaped by tighter capital, geopolitics, energy transition, and infrastructure constraints, direct ownership is becoming less of a preference and more of a competitive…
Read MoreHigher-for-Longer Interest Rates: How Capital Structure Is Reshaping Global Real Estate Hiring
In 2026, elevated interest rates are no longer a temporary headwind—they’re the new baseline. With U.S. 10-year yields stabilizing around 4.5–5% and global growth holding steady at ~3.3% (per IMF projections), real estate platforms are recalibrating capital structures, deal pipelines, and—critically—talent strategies. This isn’t just about higher borrowing costs; it’s a structural pivot toward income…
Read MoreAI, Talent and the Operating Model Shift in Real Estate
Artificial intelligence is not new to real estate. What is changing is how deeply it is embedding into operating models. Advanced analytics, yield modelling and portfolio optimisation have long been part of institutional real estate. REITs refine cap rate forecasts, developers model construction timelines and cash flows, and investment managers apply machine learning to multi-market…
Read MoreData Centres Are Becoming Energy Infrastructure
How Power Constraints Will Reshape Digital Infrastructure Platforms (2026–2030) 4 minute Read Data centres are no longer simply digital infrastructure. They are rapidly becoming energy infrastructure assets. Once viewed primarily through a real estate lens, large-scale facilities now rival major industrial sectors in electricity demand. The International Energy Agency estimates global data centre electricity consumption…
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