Conviction in Action

Exploring how our high conviction themes play out in our real estate investments​

Conviction in Action showcases how long-term investment convictions are put to work across global real estate markets. Through sector roundtables and investment spotlights, we highlight how experience, market discipline and local execution shape investment decisions, revealing how we identify opportunities, deploy capital and create value for clients through changing market cycles.​

EVERYDAY LIFE: LIVING STRATEGIES FOR A CHANGING MARKET

Our recent 2026 Global Real Estate Views outlines two pillars which have emerged as we consider how to deploy capital: Everyday Life and Market Momentum. Everyday Life focuses on real estate that supports essential, needs-based demand. These are assets that people and businesses rely on regardless of economic cycles. 

It is built on sectors such as living and critical urban infrastructure, where structural drivers like housing shortages and demographic trends underpin resilient income and long-term growth.

INVESTMENT SPOTLIGHTS: LIVING

A series of videos featuring senior leaders from across our business giving examples of how we have turned high conviction into action across the living sector in Australia, Germany and the U.S. ​

Roundtable Discussion

Senior leaders from across the business sat together and discussed how living strategies continue to evolve in this changing market. They shared living sector perspectives, challenges and lessons learnt in their respective geographies. ​