DARE to adapt in a
fast-changing world
ECONOMY
office
investment
retail
Logistics
Deglobalisation
Disinflation
Demographics
Agility
Alternatives
Assessment
ECONoMY
Realistic returns
Rerouting capital
Resilient portfolios
Evolution
Entertainment
Experience
E-commerce
Efficiency
Enhancement
Agility
Flexible space will become a strategic component of portfolio strategy
office
Assessment Corporates must perform more intensive assessments of market and environmental risks
Alternatives Companies will consider a broader range of markets, locations and property types
economy
Deglobalisation
Geopolitical tensions will persist
Disinflation
Low inflationary pressure will enable further rate cuts
Demographics
The war for talent will intensify as populations age
Investment
retail
logistics
Evolution
Building omnichannel platforms will be key
Entertainment
Shopping malls will continue to transform into activity centres
Experience
Landlords and retailers will increasingly leverage art and culture content
E-commerce
Demand will remain steady
Efficiency
The automation of logistics operations will continue
Enhancement
Landlords must upgrade their service offering and building specifications
Realistic returns
Yields will stay low for longer
Rerouting Capital
Debt refinancing and fund expiration will increase
Resilient Portfolios
Investors are advised to focus on structural and defensive plays