Simon Kawaguchi

Resolution Capital Global Listed Infrastructure (GLI) Portfolio Manager, Sarah Lau features in this Livewire article published on 18 February 2025, arguing that as the global electricity demand accelerates, so does the growth prospects of electric utilities in the global listed infrastructure sector.

In January 2025, Los Angeles experienced several significant wildfires which caused widespread destruction and displacement of local residents. First and foremost, our thoughts go out to all those affected and sincere thanks to all those providing support.

With lower financial leverage, well-laddered debt maturities and diverse sources of capital, G-REITs are well placed to withstand broad economic challenges and indeed to thrive from any duress facing private sector real estate owners.

Great real estate in the right location is a sensible and compelling investment opportunity in the current market.

U.S. Seniors Housing is attracting increased investor focus due to an aging population which will provide landlords with a demand tailwind coupled with some insulation from short term economic cycles.

In another blow to the office sector, WeWork, the global flexible workspace provider, has declared bankruptcy and initiated a re-organisation to strengthen its capital structure.

An analysis of the Build-to-Rent (BTR) residential property trend which is experiencing a wave of interest from developers and institutional investors.