Hines

Is the broad price recovery we’re seeing in the retail sector sustainable?

Cumulative total returns for U.S. retail have outpaced other sectors since 2022. But a continued recovery is anything but a generic call. Find out more in our latest paper: lnkd.in/g4ENbJjb

Retail was written off. We think that was a mistake.
As we see it, the sector is smaller, better occupied and harder to replicate than it was a decade ago. The strongest centers have benefitted from limited new supply, loyal shoppers and operators who know how to make the assets work.
We see real opportunity in retail – for investors willing to focus beyond the sector’s old reputation.
Read more: hines.com/retail-recover…

Backstage at the @MilkenInstitute Asia Summit in Singapore, Hines’ David Steinbach sat down with @BloombergTV’s @AvrilHongTV to discuss how the expertise we’ve built working in complex environments can be brought to bear on many of the defining challenges of today’s real assets industry, from rising rates to deglobalization. Watch the conversation below:

Today we announced a planned leadership transition at Hines. Effective January 1, 2027, Adam Hines will join Laura Hines-Pierce as Co-CEO; Jeff Hines will become Chairman; David Steinbach will become President; and Alfonso Munk will become Global CIO.

Laura and Adam have helped lead Hines' evolution as a global real assets platform in recent years, and this transition builds on the strong platform already in place. It reflects the long-term view and careful planning that have guided Hines for nearly seven decades – and our ambition to connect local insight, investment discipline and global reach in new ways.

What matters most remains the same: talented people, deep local relationships, investment discipline and an operator's edge. We're looking forward to the next chapter with our colleagues, clients and partners around the world as we continue shaping the places where people live, work and connect.

New manufacturing. New markets. New leaders. The future of manufacturing in the U.S. may be defined less by a single factory than by the ecosystem that already exists around it.

In his conversation with @DianaOlick at @CNBC, Hines Global Chief Investment Officer David Steinbach discussed what a potential $1 trillion U.S. manufacturing buildout could mean for investors.

Read more: link.cnbc.com/public/47172717