Core Insights - Harrison Street Asset Management has acquired a majority stake in RoundShield Partners, enhancing its European platform and expanding its capabilities in credit, student housing, and hospitality [1][4] Company Overview - Harrison Street Asset Management is a leading global alternative investment management firm with over $100 billion in assets under management, focusing on infrastructure, real estate, and credit strategies [5] - RoundShield Partners, headquartered in Jersey, specializes in asset-backed capital solutions across real estate, infrastructure, and financial assets, managing $5.4 billion in assets [2] Transaction Details - Harrison Street has acquired a 60% equity interest in RoundShield from its management team and a third-party financial investor, with the remaining ownership retained by RoundShield's senior management [3] - The financial terms of the transaction were not disclosed [1] Strategic Implications - The acquisition is seen as a pivotal step for Harrison Street, adding credit capabilities in Europe and creating opportunities for collaboration in sectors like student housing and hospitality [4] - RoundShield's expertise in vertically integrated student housing platforms presents an opportunity to scale combined operations across the region [4] Leadership Perspectives - Christopher Merrill, CEO of Harrison Street, emphasized the potential for innovation and collaboration through this partnership [4] - Driss Benkirane, Founder of RoundShield, expressed enthusiasm about the partnership, highlighting the strong endorsement of their team and platform [4]

Core Insights - Colliers has completed the acquisition of a controlling interest in Astris Infrastructure, significantly enhancing its investment banking capabilities in infrastructure and energy transition [1] - The acquisition is aligned with the increasing global demand for infrastructure that supports urbanization, energy security, and decarbonization [1] Company Overview - Colliers is a global diversified professional services and investment management company with nearly $5.0 billion in annual revenues and over $100 billion in assets under management [2] - The company operates through three platforms: Real Estate Services, Engineering, and Investment Management, and has delivered approximately 20% compound annual returns for shareholders over the past 30 years [2] Astris Finance Overview - Astris Finance is an investment banking firm with a 25-year history in infrastructure and energy transition, with a global presence including offices in the Americas, Europe, and Southeast Asia [3] - The firm is currently advising on over 50 M&A and financing deals across various sectors, representing an aggregate investment of more than US$15 billion [3]

Core Insights - Colliers has rebranded its investment management division to Harrison Street Asset Management, highlighting the brand's strength and global recognition [1][2] - Christopher Merrill, Co-Founder and CEO of Harrison Street, has been appointed as Global CEO, becoming the largest individual shareholder of HSAM, which emphasizes continuity and long-term growth commitment [2] - The leadership team has been strengthened with Zachary Michaud as Managing Partner & Global CFO and Stephen Gordon as Managing Partner & Global COO, while existing leadership across HSAM's platforms remains unchanged [3] Company Overview - Harrison Street Asset Management manages over $100 billion in assets, leveraging expertise from various investment professionals and firms to provide innovative solutions for investors [4][7] - The firm is committed to expanding its global distribution capabilities and exploring new strategies and asset classes through both organic growth and partnerships [5] - Harrison Street has been recognized as one of the Best Places to Work and has received multiple awards, including the 2024 Alternatives Investor of the Year – Global award [8] Strategic Vision - The company aims to scale its capabilities and position itself as a premier global investment partner, focusing on alternative investment management across infrastructure, real estate, and credit [6] - Colliers, as the parent company, has a proven business model and a commitment to delivering approximately 20% compound annual returns for shareholders, with nearly $5 billion in annual revenues [9]

He is the author of the investing group Asia Value & Moat Stocks , providing ideas for value investors seeking investment opportunities listed in Asia, with a particular focus on the Hong Kong market. He hunts for deep value balance sheet bargains and wide moat stocks and provides a range of watch lists with monthly updates within his investing group. Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towar ...

Core Insights - The United States remains the leading location for tech talent, with San Francisco Bay Area, Seattle, and New York City among the top five cities globally [1] - China and India have established themselves as significant players in the tech talent market, each having five cities in the top 50 list [1][2] - Over one-third (36%) of the world's tech talent is concentrated in just 10 global tech locations, all of which are in the U.S. or India [2] Talent Demand and Workforce Dynamics - There is a notable increase in job postings requiring AI expertise, while traditional IT job listings are declining, highlighting a shift in demand for specific tech roles [4] - The technology workforce is becoming younger, with a 9% increase in workers under 25 from 2014 to 2022, significantly outpacing the all-industry average [5] - Companies are adjusting their location strategies in response to generative AI, with traditional hubs like San Francisco and New York being challenged by emerging markets such as Mexico City and São Paulo [6] Regional Highlights - In the Americas, the U.S. leads the tech talent market, with Toronto, Mexico City, and Montreal also ranking highly [11] - The Asia-Pacific region features three of the top 10 tech markets, including Beijing, Bengaluru, and Tokyo, and accounts for 28% of the global top 50 [11] - The EMEA region has the most markets in the top 50, led by London, Paris, and Dublin [11] Strategic Insights - Executives are increasingly pressured to make informed decisions regarding talent and location strategies due to the evolving workforce dynamics driven by AI [7] - There is a growing trend among tech leaders to invest in advanced workforce and space analytics solutions, with 59% of executives planning to use labor market analytics more proactively [8]

Core Viewpoint - Colliers International Group Inc. will release its second quarter results for the period ending June 30, 2025, on July 31, 2025, at approximately 7:00am ET, followed by a conference call at 11:00am ET to discuss these results [1]. Group 1 - The conference call will be hosted by Jay S. Hennick, Global Chairman & CEO, and Christian Mayer, CFO [1]. - The call can be accessed via local and toll-free telephone numbers, as well as through a webcast available on the company's corporate website [2]. - A replay of the webcast will be available for those unable to attend the live call [2]. Group 2 - Colliers is a global diversified professional services and investment management company, operating through three platforms: Real Estate Service, Engineering, and Investment Management [3]. - The company has delivered approximately 20% compound annual returns for shareholders over the past 30 years, supported by significant inside ownership and substantial recurring earnings [3]. - Colliers has nearly $5.0 billion in annual revenues, a workforce of 23,000 professionals, and manages over $100 billion in assets [3].

Core Insights - Colliers has launched a refreshed sustainability strategy named "Built to Last," which aligns with current environmental, social, and governance challenges and opportunities [1][3] - The 2024 Global Sustainability Report highlights significant achievements, including a 27.6% reduction in Scope 1 and 2 emissions per square foot from the 2021 baseline [6] - Tonya Lagrasta has been appointed as the Global Head of Sustainability to lead the implementation of the new strategy [2][3] Sustainability Achievements - Achieved a 27.6% reduction in Scope 1 and 2 emissions per square foot from the 2021 baseline [6] - Earned WELL Health-Safety Ratings in 87.4% of Colliers offices ≥ 2,500 sq. ft., an increase from 35% in 2022 [6] - Expanded the electric vehicle fleet to over 170, representing a fivefold increase in two years [6] - Reached 88% participation in the global employee engagement survey, with scores exceeding external benchmarks [6] - Achieved 68% of the Colliers Gives volunteering goal [6] Company Overview - Colliers is a global diversified professional services and investment management company with nearly $5.0 billion in annual revenues and over $100 billion in assets under management [4] - The company operates through three platforms: Real Estate Services, Engineering, and Investment Management, and has a team of 23,000 professionals [4] - Colliers has consistently delivered approximately 20% compound annual returns for shareholders over the past 30 years [4]

Core Insights - Colliers has announced the acquisition of Cambium Inc., enhancing its Canadian engineering platform, Englobe Corporation, and expanding its presence in Ontario's engineering market [1][3] Company Overview - Colliers is a global diversified professional services and investment management company with nearly $5.0 billion in annual revenues and over 23,000 professionals [4] - Cambium, founded in 2006, employs 235 professionals and provides various engineering services across Ontario, primarily in the Greater Toronto Area and Ottawa region [2] Strategic Importance - This acquisition marks Colliers' fourth follow-on investment in less than a year, emphasizing its strategic focus on strengthening Englobe's market position in Ontario [3] - Cambium's integration into Englobe is expected to enhance capabilities and geographic reach, allowing for improved client service [3] Leadership and Cultural Fit - Cambium's senior team will become shareholders in Englobe, aligning their interests with Colliers' long-term growth aspirations [1][3] - Both companies emphasize a shared cultural value of prioritizing people and relationships, which is seen as a key asset in their partnership [3]

Core Insights - Colliers International Group, Inc. (CIGI) has entered into a definitive agreement to acquire a controlling interest in Astris Infrastructure, LLC (Astris Finance), with the deal expected to close in Q3 2025 [1][7] - The financial terms of the acquisition have not been disclosed [1] - Astris Finance specializes in strategic and transaction advisory services, including mergers and acquisitions (M&A), project finance, and long-term capital raising initiatives for global developers and investors [3][7] Company Overview - Colliers operates under a unique partnership model, allowing senior leadership and designated team members of Astris Finance to retain substantial ownership in the business [2] - Colliers manages over $25 billion in energy transition and infrastructure assets, enhancing its investment management capabilities [4] - The acquisition aims to expand Colliers' investment banking capabilities, positioning the company to better serve institutional clients amid rising global demand for infrastructure [4][7] Market Context - Colliers is a diversified professional services and investment management company, with services including outsourcing, leasing, capital markets, engineering, and investment management [5] - The company has experienced a 0.5% increase in shares over the past three months, compared to a 3.9% increase in the industry [5]

Group 1 - Colliers has completed the acquisition of Triovest Inc., enhancing its position as Canada's largest commercial real estate services firm [1] - The company employs over 3,000 professionals and manages more than 95 million square feet of commercial real estate [1] - Colliers oversees over $15 billion in projects currently under development [1] Group 2 - Colliers operates through three main platforms: Real Estate Services, Engineering, and Investment Management [2] - The company has delivered approximately 20% compound annual returns for shareholders over the past 30 years [2] - With nearly $5.0 billion in annual revenues and a team of 23,000 professionals, Colliers manages over $100 billion in assets [2]