The industry's own research.
1,756 items
showing 1,621–1,680 of 1,756
PGIM's Q4 2025 outlook projecting monetary easing to support global REIT returns, favoring data centers, senior housing and resilient retail with selectivity in office.
CRETI's 2024 proptech funding report analyzing the sector's shift toward financial discipline and profitability across construction, residential, multifamily and office, by tech category and geography.
Principal's mid-year house view argues the CRE recovery remains intact but uneven, with high conviction in data centers and residential, caution on life sciences, and an increasingly global portfolio approach.
A thematic piece on private real estate and infrastructure as portfolio building blocks, citing low correlation to public assets and six-year-high institutional appetite for real estate in 2026. High-conviction themes span data centers, logistics, rental housing, and energy.
Principal's research lays out five forces shaping data center investing, including whether demand reflects a durable structural trend or an AI bubble and why power availability is a binding constraint.
Cross-asset European commercial real estate forecast, with investment moderating as stakeholders await price clarity and the Eurozone economy projected to grow 1.0% in 2026.
JLL's quarterly perspective analyzes global real estate trends across investment, office, logistics, retail, living, and hospitality sectors amid economic uncertainty and geopolitical risk.
Examines how data centers blend real estate and infrastructure characteristics, assessing demand sustainability, power constraints, and why high-quality, power-secured assets remain strategically compelling.
Global capital markets analysis finding that credit markets remain open and transaction volume has moved off recent lows, with cross-border activity building cyclical momentum despite elevated risks.
JLL finds the EMEA residential investment market facing declining new supply and affordability pressures, while larger deals and cross-border capital activity drive growth into 2026.
JLL forecasts the global data center sector to expand at a 14% CAGR through 2030, driven by AI and cloud demand and requiring roughly $3 trillion in total investment amid power-grid constraints.
Blackstone's Global Head of Real Estate argues the sector has reached an attractive entry point, with construction down 60%+, debt costs down ~40% since 2023, and valuations only modestly off their trough. Conviction themes include data centers, warehouses, and rental housing.
Knight Frank's flagship global corporate real estate research bringing data-led insight on the future direction of office occupancy, workplace strategy and corporate space requirements.
JLL identifies six interconnected forces reshaping commercial real estate in 2026, spanning cost pressures, supply constraints, AI implementation, energy-system convergence, and broadened investment access.
Avison Young experts examine global real estate investment trends and cross-border capital flows, covering the London office resurgence, US debt liquidity and the 2026 investor outlook.
A Barings and Artemis roundtable across the U.S., Europe, and Asia Pacific arguing 2026 is a stock picker's market requiring active selection and granular analysis as performance disperses by quality and location.
The 35th edition analyzes rents across 141 premier urban retail locations globally, finding headline rents grew 4.2% year-over-year amid enduring demand for flagship main-street space.
AEW's European outlook across 20 countries projects prime all-sector returns of 8.4% p.a., with the UK ranked highest at 10.3% and office the best-performing sector, amid recovering transaction volumes.
Review of UK shopping centre and high street investment and occupier markets, with sound fundamentals, resilient prime schemes and rising H1 investment volumes.
Nuveen makes the case for a global approach to real estate, focusing on high-quality assets in leading cities and emerging sectors tied to megatrends like aging populations and technological innovation.
Building on the 2025 Global Investor Outlook and EMEA survey, this report identifies key capital-markets trends and shifting investor strategies for EMEA real estate in 2025.
Heitman and ULI's fifth climate-risk report examines the impact of rising property insurance costs on commercial real estate, with strategies for securing affordable coverage and emerging trends reshaping the market.
Invesco's Listed Real Assets team's recurring commentary on the listed real estate market and outlook, covering market and sector performance, sub-sector reviews and regional forecasts.
With hyperscaler spending on AI and data centers projected to top $5 trillion by 2030, Goldman Sachs Research expects private infrastructure and real estate funds to supply a growing share of that capital.
Brookfield argues that midstream infrastructure, widely viewed as a sector in decline a few years ago, is now benefiting from stronger demand, renewed investment and expanding opportunities to acquire and monetize assets. It positions the sector as essential within an undersupplied energy system.
Brookfield analyzes how connectivity and the constraints around it are increasingly determining which data infrastructure assets can be built, scaled and able to deliver durable returns. The piece frames power and network access as the gating factors for AI-era data-center growth.
Barings discusses emerging demand drivers and underwriting approaches for alternative real estate sectors and the case for diversification beyond the core property types.
Brookfield explores how institutions can take a more holistic, total-portfolio approach within traditional asset allocation frameworks. The piece argues this shift better integrates private markets and real assets into portfolio construction.
The first quarter 2026 EMEA review reports hyperscalers returning to Europe at record scale, with the Nordics absorbing roughly a third of quarterly activity.
The quarterly publication sets out Nuveen Real Estate's house view on opportunities and risks across global markets. It reports global private real estate values rising for five consecutive quarters through Q4 2025 and trailing transaction volumes of 890 billion dollars, up 17 percent year over year.
The real estate chapter of McKinsey's Global Private Markets Report analyzes how private real estate is evolving through 2026, from sector rotations to shifting risk-return profiles, ESG demands, and institutional capital flows. It documents that operationally hands-on investors now control a growing share of real estate AUM.
McKinsey examines how agentic AI can automate multistep workflows across property management, leasing, and other core real estate functions, enabling humans to work in partnership with autonomous AI agents. It frames agentic AI as the next wave beyond earlier generative-AI applications in the sector.
Horwath HTL's quarterly hotel market outlook covering the December 2025 period reviews hotel performance trends and the forward demand and supply environment.
TPG and Peppertree leadership discuss digital infrastructure investment opportunities, particularly in wireless tower development and connectivity, following TPG's acquisition of Peppertree.
Blackstone President and COO Jon Gray writes that real estate is approaching the steeper phase of recovery, citing record leasing at Link Logistics, up 38 percent year on year, and New York City office leasing at levels not seen since before the pandemic.
LaSalle's annual Investment Strategy Annual outlook for 2026 sets out the firm's global, European, North American, and Asia Pacific real estate strategy views to help clients navigate the year ahead.
AFIRE's February 2026 pulse survey captures institutional investor sentiment on US commercial real estate strategy, allocations and preferred markets heading into 2026.
The fourth quarter 2025 global recap describes an inflection point in data center development as artificial intelligence workloads and neocloud demand reshaped deployment strategies across established and emerging markets.
JLL forecasts robust growth in hotel transaction volumes for 2026 on stronger debt markets and near-record dry powder, with the Americas leading 2025 volumes up 27% and luxury resorts a top target.
Heitman announced the final close of Heitman Value Partners Fund VI with 2.6 billion dollars in commitments, providing roughly 6.55 billion dollars of dealmaking capital across medical office, student housing, senior housing, self storage, multifamily and industrial assets.
MSCI notes acquisitions by traditional core real estate investors are at extremely low levels even as inflation falls and valuations stabilize, creating conditions for renewed price discovery in 2026.
Colliers' annual investor outlook surveys global capital intentions for 2026, pointing to recovering transaction volumes as pricing stabilizes and investors re-enter the market.
The Office of the CIO outlook highlights macro events on the horizon in 2026, including Federal Reserve leadership changes, tariffs and US trade policy uncertainty, and the US midterm elections. The views draw on insights from more than 270 portfolio companies and roughly 13,000 real estate assets.
Nareit's monthly statistical publication provides a snapshot of the REIT industry, including data from the FTSE Nareit U.S. Real Estate Index Series and the FTSE EPRA Nareit Global Real Estate Index Series as of December 31, 2025.
The outlook argues private real estate is poised for a meaningful recovery in 2026, with values stabilizing and total returns positive for six consecutive quarters. Global institutions begin the year below target allocation, with nearly three times as many investors planning to add capital as to reduce it.
PGIM Real Estate views valuations as near cyclical lows globally, positioning 2026 as a compelling investment vintage amid supply shortages, rising grade-A rents and structural demand. Investor surveys point to a pick-up in transaction volume across all sectors.
BGO chief economist Ryan Severino presents the firm's 2026 global outlook, projecting modest growth near 2 percent with moderating inflation and easing central banks. Industrial, housing and data centers are highlighted as the strongest investment opportunities.
The global outlook synthesized the United States and Canada, Europe and Asia Pacific editions, offering a cross-regional view of investment and development prospects for 2026.
TPG CEO Jon Winkelried surveys the 2026 macro outlook across policy, interest rates, and AI, and explains why he sees real estate as one of the more interesting investing opportunities ahead.
Principal characterized the CRE cycle as having moved into recovery with returns diverging sharply across sectors, regions and strategies, signaling an alpha-driven environment requiring careful asset and market selection.
Invesco argues listed real estate enters 2026 with improving fundamentals, attractive valuations and sector-specific opportunities. Restrained development pipelines and accelerating growth expectations provide a favorable setting for active managers.
Brookfield makes the case that asset-based finance remains underpenetrated by private capital, but that this is about to change. The piece looks beyond direct lending to the broader private credit opportunity set.
The GREFI All Funds Index, produced with INREV and NCREIF, was positive for the fifth consecutive quarter in Q3 2025 with a total return of 0.89 percent, down 13 basis points from 1.02 percent in Q2 2025. All regions recorded positive returns, with Asia Pacific leading, and core funds outperformed non-core peers.
KKR's 2026 Private Markets Outlook explores high-grading portfolios for quality and resilience. It lays out the firm's latest cross-asset views spanning private equity, infrastructure, real estate and credit.
Nareit's 2026 outlook addresses persistent public-private and REIT-versus-equity valuation divergences, arguing that past cycles suggest the coming convergences will favor REIT outperformance after a volatile 2025.
Goldman Sachs Research's base case is that data center occupancy peaks around 93% next year as AI demand surges, examining whether new supply can keep pace with hyperscaler buildouts.
Brookfield's credit outlook contends that continued investor appetite for private credit underscores confidence in the asset class. The piece makes the case for disciplined underwriting and a focus on asset quality across market cycles.
Jason Thomas argues that major tech companies have shifted from asset-light to capital-intensive models due to AI infrastructure investment, yet retain valuations built on the old model. He contends that when these companies acquire $100 million in data-center assets, shareholders are effectively asked to pay far more at current price-to-book ratios.
Ares argues real estate is entering a new phase, with liquidity returning and values stabilizing across key sectors. Structural trends from AI-driven infrastructure to evolving housing demand are creating entry points for investors at an inflection point.
Brookfield's annual investment outlook argues that 2025 was the year the real estate market reopened and 2026 will reward tactical investors as liquidity rebounds, with focus areas spanning housing, logistics, data centers and hospitality across the equity and credit portions of the capital stack.