The industry's own research.
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M&G Real Estate identifies four themes for 2025, including structurally undersupplied sectors positioned for strongest growth and a return to growth in Asia-Pacific. The firm expects the United Kingdom to lead the global recovery.
The EMEA outlook highlights a significant undersupply of Grade A space across European markets, creating scope for rental growth in high-quality well-located assets. Tightening energy efficiency and sustainability requirements create opportunities to reposition less efficient assets.
Hines' 2025 Global Investment Outlook found that just over 66 percent of global markets were in some phase of the buy cycle, the highest level in eight years. The firm expected 2025 to bring stability and opportunity as the asset class turned a corner into recovery.
The report provides an overview of the sustainability impact of data centers, focusing on greenhouse gas emissions, energy consumption and water usage across leading providers and hyperscale cloud platforms.
After a two-year downturn in which property values dropped 22% from a recent peak as interest rates increased, KKR argues the current real estate investment environment is one of the most attractive it has ever seen. The piece lays out the case for investing into the early stage of the recovery.
Ares examines the growth drivers behind the emerging credit secondaries asset class and its role in providing liquidity solutions to credit investors. The analysis details how the market has expanded as private credit has scaled.
KKR discusses four ideas real estate credit investors need to know about today's markets, arguing that a scarcity of capital and rising transaction volume is creating the chance to earn equity-like returns on real estate debt.
TPG Real Estate co-heads discuss the rising differentiation between individual real estate sectors and geographies, and how thematic conviction guides their investment selection.
Julie Solomon, Head of Real Estate at Ares, discusses how a dramatic repricing of high-quality assets has created an attractive entry point. She notes slowing construction is reducing supply, which she expects to drive further rent growth.
Hines analyzes how rapid data center growth is driving demand for powered land in specific geographies, examining energy trends and the emerging investment opportunity.
A Hines guide to the roles of private infrastructure and real estate in institutional portfolios, weighing benefits, risks, and liquidity as the two asset classes converge.
Hines examines how global economic shifts are driving increased demand across logistics, manufacturing, and data center segments of the industrial real estate sector.
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Ares' Q3 2025 credit monitor tracks renewed credit issuance, refinancing and repricing activity, and a pickup in M&A volumes globally. It assesses credit fundamentals across public and private markets amid an evolving macro backdrop.
Ares' quarterly credit monitor reviews a year of resilience and divergence across global credit markets shaped by geopolitics, AI and shifting tariff policy. It advises investors to maintain focus on valuations and credit quality as opportunities broaden across public and private markets.
Morgan Stanley sees 2026 as an inflection point for real estate, with lower rates, constrained supply and improving capital markets supporting a recovery in valuations and transaction activity.
Research on how private real estate complements public markets, offering diversification, income stability, and recovery potential for institutional investors positioning for the next cycle.