Of Note

Several of the world’s major shipping choke points are challenged, and heightened geopolitical tensions threaten world trade. The potential result of these blockages could power a tailwind on inflation—and a drag on GDP.

Anticipated moves on interest rates at central banks could unlock capital and support the closing of a strong pipeline of infrastructure investments.

It has become almost cliché to call office “the new retail,” but even as office has been disrupted, comparisons between the two might be distracting from more clear-minded assessments.

The NCREIF Open End Diversified Core Index can offer a critical glimpse into which types of office properties—and which markets—have suffered the most in terms of leasing occupancy, and where the market might go next.

AI’s impact in real estate can be traced along two distinct verticals: In-Asset, where platforms enhance value through property performance, and Out-of-Asset, where platforms transform the workflows of the deal ecosystem.

Insatiable appetite for data throughout the APAC region is fuelling growth of this new economy asset class. And as demand for digital services continues to accelerate globally, the importance of the sector will grow in kind.

AFIRE is seeking proposals and article drafts for the next issue Summit Journal, to be released February 2025. Deadline: November 6, 2024.

In recent years, workforce and affordable rental housing in the US has emerged as a meaningful investment opportunity. But the US has a significant affordability challenge, which could potentially be alleviated through private sector strategies.

Rebecca Rockey, Deputy Chief Economist for Cushman & Wakefield, joins the AFIRE Podcast to discuss how cities can disrupt the “urban doom loop.”

Take the new AFIRE Fall 2024 Investor Survey. Eighteen questions, 5-10 minutes to complete, deadline: Thursday, October 31, 2024. Results published November 2024.

For the first time, core and non-core performance can be tracked at the property level, providing a pathway to new strategies.

Syndication continues to grow in popularity among lenders, which is also introducing a host of legal issues into the market. (Part one of a two-part series.)

The SAFETY Act program offers real estate investors liability protections and other benefits—and owners may find it worthwhile to consider making an application.

A confluence of factors is creating one of the best lending environments since the post-GFC era, but changes in the competitive structure of the market will have a more dramatic impact over time.

Summit Journal Issue 16 raises critical questions for everything from reimagined value-add strategies and asset trends to AI and infrastructure.

Simon Treacy, CEO of Private Equity Real Estate for CapitaLand Investment, joins the AFIRE Podcast to discuss what the US can learn from Asia (and vice versa).

David Kramer, President of the Hudson Companies, joins the AFIRE Podcast to discuss what it actually takes to build affordable housing in the US.

JLL’s Hotels & Hospitality Group reports on the state of the hospitality market in the US in mid-2024, and the opportunities ahead.

Madison International Realty reports on the state of the retail office market in the US in mid-2024, and the opportunities ahead.

Lydia Stazen, Executive Director of the Institute of Global Homelessness, joins the AFIRE Podcast to discuss global fixes to homelessness.