The industry's own research.
651 items
showing 601–651 of 651
In 2025, 1,002 fund managers submitted 2,382 assessments, including 239 entities in the inaugural Residential Component. Standing Investments average score rose to 79, up 3.1 points versus 2024, and net-zero policy adoption increased to 81.5 percent.
GRESB names the 2025 Sector Leaders and Top Performers across real estate and infrastructure, recognizing the highest scoring entities for sustainability performance in the annual benchmark.
Ares forecasts private credit could hit new milestones in 2026 amid expansion beyond core corporate lending and rising interest from private wealth investors. Larger deal sizes, new asset classes and individual-investor participation are positioning private credit as a mainstream asset class.
The white paper sets out Invesco Real Estate's house view across global markets following the recent pricing correction, anticipating a period of yield stability. It identifies sectors and regions positioned for rental growth and recovery into 2026.
Hines research finds the development return premium is typically greatest early in the cycle and diminishes later, helping investors decide when to buy versus build across market phases.
TPG Rise Climate leaders discuss how falling solar and wind costs and surging AI and data center power demand are reshaping the economics of the energy transition.
Brookfield examines why reset property values have created an attractive entry point for private real estate lending, offering the potential for reduced risk and higher returns. It maps how the pullback of traditional lenders has opened a structural opportunity for private credit.
Barings reports that US commercial real estate valuations held steady in the second quarter of 2025 following a basis reset, though transaction activity was limited by economic uncertainty and post-tariff volatility.
KKR's mid-year outlook argues the investment landscape is rapidly shifting, requiring a rethink of asset allocation as AI and heightened geopolitical and trade tensions reshape markets. It stresses owning assets linked to nominal GDP, including infrastructure, real estate and asset-based finance.
The mid-year update views real estate as fair value in Europe, the UK and APAC after the big price reset. Questions over US policy direct greater investor interest toward those markets.
UK property investment slipped to a two-year low in the second quarter of 2025, with 8.8 billion pounds of assets changing hands. The total was 6 percent below the first quarter and the lowest since the second quarter of 2023.
Carter Jonas reviews UK commercial property investment volumes for the second quarter of 2025 across the office, industrial, retail and alternative sectors. The report tracks pricing and investor selectivity amid a gradually improving market.
abrdn forecasts European all-property total returns of 7.1 percent over the 12 months to June 2026. European logistics leasing has softened but is expected to bottom out as the year progresses.
The monthly report analyzes U.S. commercial real estate fundamentals across the major property sectors amid elevated financing costs.
Hines Research's mid-year 2025 outlook argues that global shocks and dislocation have created a generational opportunity for well-positioned real estate investors. The report assesses sector and regional positioning across global markets.
Total global real estate assets under management stood at US 3.8 trillion dollars at the end of 2024. Blackstone led the ranking with more than US 530 billion dollars, and upper quartile managers accounted for over 83 percent of total global real estate AUM.
A mid-year update to Hines' global investment thesis, addressing geopolitical risk, sustainability, and the role of AI in shaping real estate market dynamics.
TPG Angelo Gordon's Reid Liffmann and Matt Jackson outline a U.S. real estate strategy built on collaborating with local partners to source deal flow and execute value-add programs.
McKinsey projects that data centers could require roughly $6.7 trillion of capital investment worldwide by 2030 to keep pace with demand for compute, with about $5.2 trillion of that for AI-capable facilities. It breaks down the spend across chip and hardware developers, power and cooling suppliers, and builders.
The overall capitalization rate for the four benchmark asset classes held largely stable at 5.87 percent in the first quarter of 2025. The quarter revealed a Canadian market navigating changing monetary policy and international trade dynamics.
The Q1 2025 pulse survey identifies Dallas as the most preferred US market for 2025, followed by New York, Miami, Boston and Atlanta, reflecting international investor allocation intentions.
Total UK investment transaction volume reached 9.3 billion pounds in the first quarter of 2025. Despite a subdued start the office sector delivered its best quarterly performance in almost two years.
In its 19th edition, the report found the number of individuals with assets exceeding 10 million dollars rose 4.4 percent in 2024 to over 2.3 million globally, with 44 percent of family offices looking to increase real estate allocations.
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.
Green Street issued its 2025 U.S. sector outlooks with detailed market forecasts. The reports project performance across the major commercial property types for the year ahead.
Blackstone President and COO Jon Gray argues the conditions are in place for a strong dealmaking environment in 2025, including in real estate, which he sees continuing on a path of recovery alongside infrastructure investment opportunities.
LaSalle's Investment Strategy Annual outlook for 2025 frames the start of a new real estate cycle, with separate chapters covering the global outlook and deep dives on Europe, North America, and Asia Pacific.
Jim Coulter and Scott Lebovitz argue the major themes of climate investing are cascading from private equity into infrastructure, where capital is needed to scale solutions over the next decade.
The quarterly snapshot reviews UK commercial real estate market trends, performance and outlook entering 2025.
Global allocations to real estate averaged 8.7 percent of AUM against a 9.0 percent target, a small underallocation. European investors now match their 9.4 percent target, and operating platforms ranked as the top preferred access route in Europe, followed by debt funds.
The fifth annual outlook reports strengthening investor sentiment as asset values stabilize on subsiding inflation, lower interest rates and expansive fundraising. Colliers expects private investors, especially family offices and private equity funds, to be among the more active buyers.
Hines examines global living sector trends across rental residential, student housing and other beds-focused strategies. The report frames demographic and supply dynamics supporting the living sectors in 2025.
Capital Economics expects further capital value declines across all US sectors during the year, with valuations looking stretched and forecasts running below the PREA and ULI consensus.
The year-end sentiment survey found optimism returning to commercial real estate, with the Real Estate Market Index moving into recovery territory. Respondents projected further improvement in market conditions over the following 12 months.
The C-Suite Outlook compiles the perspectives of senior real estate executives on conditions and strategy for the year ahead. It draws on a respondent base where 82 percent are C-suite or senior executives averaging roughly 25 years of industry tenure.
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.
AEW projects European real estate investment volumes to recover to roughly 200 billion euros in 2025 from an estimated 170 billion euros in 2024. Eurozone industrial output growth is expected to gain momentum into 2025 and 2026 as consumer spending gradually recovers.
Savills forecasts an average total return of 7.4 percent for UK real estate in its 2025 cross-sector outlook, up from 6.8 percent for 2024. Twelve UK property sub-sectors are projected to deliver annualised returns above 8 percent between 2025 and 2029.
AEW's first quarter 2025 perspective assesses U.S. property fundamentals and pricing as the market entered a recovery phase. The report tracks institutional investor return expectations across the major sectors amid still-elevated interest rates.
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.
Capital Economics expects UK all-property total returns to average only 7.5 percent per annum over 2025-29, a weak recovery by past standards. Rental growth continues to surprise on the upside while capital value recovery loses momentum.
Carter Jonas projects total all-property return for UK real estate to accelerate to 8 to 9 percent in 2025, which would be the highest figure since 2021, supported by the potential for downward yield movement. Tightening minimum energy efficiency standards are focusing demand toward EPC grade A and B buildings.
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.
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.
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.
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.