The industry's own research.
651 items
showing 541–600 of 651
RMI report offering replicable solutions for real estate investors to move beyond compliance toward integrated decarbonization strategies that increase asset value.
Hines' inaugural Climate Strategy Report detailing its 2040 net-zero operational carbon target and climate-risk management approach across its global real estate portfolio.
Analysis of 46,600 buildings across 14 global cities shows energy efficiency, electrification and clean energy can unlock US$2.9-11.4bn in annual retrofit savings.
JLL guide on why sustainability is essential for real estate investors: buildings drive ~40% of global carbon emissions, raising stranded-asset and green-lease considerations.
Five strategies for embedding sustainability into CRE capital planning and operations, noting ~40% of global CO2 emissions come from commercial real estate buildings.
RMI's bottom-up carbon model of the US building stock, identifying where retrofit capital should flow, including under-invested small and medium commercial buildings.
Lifecycle approach to cutting operational and embodied carbon in construction and real estate, which together generate more than 37% of global carbon emissions.
Knight Frank survey of property investors on ESG priorities, decarbonization strategy, retrofit and net-zero positioning across real estate portfolios.
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.
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.
Pan-European commercial real estate investment review, with total CRE volume down 7% year-on-year in Q1 2026 as recovery momentum slowed amid macroeconomic uncertainty.
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.
Nuveen Real Estate's tactical sector-by-sector view on US commercial real estate fundamentals, pricing and relative value within its Trends and Tactics series.
Barings' U.S. CRE research notes recovery underpinned by solid household balance sheets, sharply lower construction activity, three-year-high transaction volumes in Q4 2025, and record CMBS issuance amid disciplined underwriting.
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's annual Canadian CRE outlook, with 97% of surveyed experts expecting activity to increase or hold steady and the strongest sales quarter since 2022 in Q3 2025.
The Americas chapter of LaSalle's ISA Outlook 2026, with stabilizing valuations, improving debt market liquidity and a sharp pullback in new development signaling early signs of a new cycle.
The Asia Pacific chapter of LaSalle's ISA Outlook 2026, as long-standing assumptions about trade, demographics and inflation give way to more intricate market dynamics.
PGIM's house view for US commercial real estate in 2026 argues that uncertainty is prolonging the early phase of the recovery cycle, while tepid capital availability creates a favorable vintage for selective acquisitions, development and credit.
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.
LaSalle's ISA Outlook 2025 North America chapter, forecasting that US and Canadian real estate is on the verge of a new cycle as interest rates fall from peak and transaction volume grows slowly.
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.
The Trepp Property Price Index (TPPI) for Q1 2026 shows commercial real estate pricing stabilizing broadly across the market, with the equal-weighted composite index rising 0.09% in the quarter to sit 4.45% above its June 2022 level, while the value-weighted index increased 0.07% but remained 7.53% below the 2022 peak. Sector-specific results revealed uneven recovery: industrial and office prices showed modest gains, retail remained relatively stable, multifamily weakened with a 0.77% quarterly decline, and lodging remained the worst performer at 12.50% below June 2022 levels, though the analysis notes that smaller and mid-sized assets are finding firmer footing while larger institutional properties continue to face financing constraints and incomplete price discovery.
TPG leaders discuss how asset-based finance is expanding across housing, commercial real estate, and digital infrastructure as bank retrenchment and structural demand reshape private credit.
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.
John Burns Research and Consulting analyzes tightening commercial real estate capital markets, covering inflation, Sunbelt rental growth and shifting build-to-rent policy across the apartment sector.
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.
Clarion Partners reviews the permanent extension of the Opportunity Zones program and its implications for real estate capital formation. The brief assesses how the structure shapes long-term investment.
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 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 monthly Capital Trends report tracks U.S. transaction volumes, pricing and capital flows across property types, supporting investors, lenders and other market participants.
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.
TPG and Peppertree leadership discuss digital infrastructure investment opportunities, particularly in wireless tower development and connectivity, following TPG's acquisition of Peppertree.
The annual review summarizes GWL Realty Advisors portfolio performance, development pipeline and investment activity across Canadian real estate sectors for 2025.
The quarterly snapshot reports UK real estate delivered a total return of 7.1 percent in 2025, with rental growth and improved investor sentiment heading into 2026.
Newmark's valuation and advisory survey gathers practitioner views on pricing, cap rates and transaction conditions across North American property types for 2026.
CBRE's investor survey points to surging appetite for data centers, fueled by AI growth, rising capital allocations and a shift toward hyperscale strategies.
J.P. Morgan Asset Management argues commercial real estate valuations have fallen roughly 25% from their 2022 peak even as operating income rose, creating an attractive entry point as the recovery extends through 2026.
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.
CBRE's flagship annual outlook projects U.S. GDP growth slowing to 2.0% in 2026 and commercial real estate investment rising 16% to roughly $562 billion, with returns described as income driven.
Clarion Partners sizes the U.S. commercial real estate investable universe across property types and strategies. The report quantifies the opportunity set available to institutional investors.
Developed with Ernst and Young, the report benchmarks performance across BOMA BEST certified buildings and examines operational trends, finding that top performers are prepared to withstand disruption and adapt to changing conditions.
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.
The ANREV Australia Core Open End Fund Monthly Index gross return report covering October to December 2025, tracking the net asset value performance of Australian core open-end non-listed real estate funds.
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.
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.
KKR's RIA survey finds that private market investments no longer fit the 'alternative' label given how many advisors now use them in portfolio construction. It reports that the share of RIAs planning to increase allocations to private real estate rose sharply year over year.
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.
In its 23rd edition, the report found sentiment shifting from cautious optimism to pragmatism, with the share of leaders concerned about deglobalisation more than doubling to 70 percent, while London, Madrid, Paris and Berlin led the city rankings.
Hines' flagship annual outlook argues global real estate stabilizes and enters a new growth cycle, offering institutional investors strategic analysis of cross-sector and cross-market opportunities for 2026.
Part of the 'Demystifying Private Credit' series, this piece argues that across the Global Financial Crisis and the COVID pandemic, direct lending was less volatile than equities and other debt sectors and outperformed on a risk-return basis. It frames private credit's counter-cyclical lending as a component of economic resilience.