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Schroders Capital
Schroders Capital Global Real Estate Lens Q1 2025
The Q1 2025 edition of the Global Real Estate Lens notes deal activity picked up at the end of 2024, reflecting improving sentiment, with clear evidence of prices recovering following significant earlier falls.
Capital MarketsEconomyDebt & FinancingGlobalEurope
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Lument
The Gradual Recovery Accelerates: 2025 Seniors Housing and Healthcare Market Outlook
Lument's 2025 outlook expects seniors housing and care valuations to rise above 2024 levels as occupancy nears pre-COVID norms, while a tight labor market and compressed margins remain the predominant headwinds to value appreciation.
Senior HousingHealthcareCapital MarketsU.S. NationalUnited States
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Freddie Mac
2025 Multifamily Outlook
Freddie Mac forecasts positive but weaker multifamily growth in 2025, projecting rent growth of 2.2 percent and vacancy rising to 6.2 percent, with origination volume expected at 370 to 380 billion dollars.
MultifamilyEconomyCapital MarketsU.S. NationalUnited States
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PGIM Real Estate
2025 Real Estate Global Outlook
The 2025 global outlook comprises in-depth research articulating distinct investment views across the United States, Europe, Asia-Pacific and Mexico, as well as the private real estate credit markets globally.
Capital MarketsEconomyDebt & FinancingGlobalU.S. National
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CRE Finance Council
CREFC Compendium of Commercial and Multifamily Real Estate Finance Statistics
CREFC's quarterly Compendium compiles data on the state of the CRE debt capital markets, including outstanding debt, issuance volumes and lending activity across the 6.2 trillion dollar sector.
Capital MarketsDebt & FinancingCMBSU.S. NationalUnited States
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Principal Asset Management
2025 Inside Real Estate Outlook: Poised for Growth
Principal viewed real estate values as largely adjusted for the cycle, with debt among its highest conviction strategies and structurally-driven sectors such as data centers, logistics and residential well positioned for 2025.
Capital MarketsOfficeIndustrial & LogisticsU.S. NationalGlobal
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TPG
Real Estate Credit: Poised to Outperform
TPG Real Estate leaders argue that ongoing dislocation in real estate credit markets, with a multitrillion-dollar CRE maturity wall, has created one of the best moments to be a real estate lender.
Debt & FinancingCapital MarketsCMBSU.S. National
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Hines
Seizing the "Debt-First" Office Moment
Hines argues that 2025 brings attractive opportunities for debt investment in the U.S. office sector, outlining market trends and strategies for risk-adjusted returns.
OfficeDebt & FinancingFinancing & CMBSU.S. National
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Ares Management
Liquidity Solutions: The Growth Drivers of the Credit Secondaries Asset Class
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.
Debt & FinancingAlternativesCapital MarketsGlobalU.S. National
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KKR
The Real Estate Credit Opportunity Is Here
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.
Debt & FinancingCMBSCapital MarketsGlobalU.S. National
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Ares Management
The Evolving Real Estate Environment
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.
MultifamilyDebt & FinancingREITsGlobalU.S. National
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Ares Management
Ares Global Credit Monitor - Third Quarter 2025
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.
Debt & FinancingCapital MarketsCMBSGlobalU.S. National
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Ares Management
Ares Global Credit Monitor - Fourth Quarter 2025
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.
Debt & FinancingCapital MarketsFinancing & CMBSGlobal
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