The growth of private equity fund ownership of multi-family residences will drive up rents and volatility. Limiting rent increases can help, but only to a point, the APG head of European real estate said.
Hugo Cox
Investors repurposing buildings for multi-family rental say they are willing to give up returns in exchange for environmental benefits.
Dutch pension provider APG’s Asian ESG head points out conflicts of interest for conglomerates and calls for stricter punishments on greenwashing.
Asian investors continue to favour the digital infrastructure sector despite rising prices.
Super funds in Australia and New Zealand are eyeing international social housing investments, but associated risks mean that most investors in the nascent sector still favour opportunities in the domestic market.
Costly mixed-use developments with decades-long return horizons still have their backers. Two leading funds tell how they still have an appetite for long-term place-making.
Investors and analysts have warned that asset managers are ignoring the high costs of reducing buildings’ emissions.
The Dutch pension fund says it will push for improvements in ESG practices of its portfolio companies in South Korea and Japan with active engagement, including lobbying the government and the media and using its voting rights.
Major asset owners, such as APG, NZ Super and AustralianSuper, are looking to invest in data centres in Asia even as the demand for these assets outstrips the current supply.
Digital infrastructure and renewables are at the heart of the Canadian pension fund’s Asia strategy — not to mention key sectors for anticipated Asian demand.
Australia’s largest super fund says it will make its first allocations to the sector in Asia and Europe within five years.
The leading Dutch pension fund is beefing up its real estate headcount as it looks for more opportunities - and alpha - beyond developed Asia.
