The industry's own research.
710 items
showing 601–660 of 710
Association research on net lease REITs: 2024 capital deployment (Realty Income $3.9B, W.P. Carey $1.6B, Essential Properties $1.2B, Agree $951M) and 2025 acquisition outlook amid rate/tariff uncertainty.
Quarterly REIT cap rate analysis noting data center cap-rate expansion tied to DeepSeek news while leasing fundamentals stayed strong amid policy uncertainty.
CBRE IM perspectives piece on affordable housing as an institutional investment opportunity and its social impact thesis.
Janus Henderson PMs argue listed real estate fundamentals stay sound amid 2025 tariff/economic turbulence, aided by contractual cash flows and high construction costs.
Full-year 2024 MH REIT review (ELS, Sun, UMH): ELS 5.8% YoY rent growth, SUI 97.6% occupancy and $570M asset sales, UMH 7.9% same-property rental income growth; insurance up 15-20%, Sunbelt migration tailwind.
Chilton on how aging, Sun Belt migration and housing affordability reshape REIT allocations, favoring senior housing, healthcare and single-family rental REITs.
Chilton outlines ten foundational principles for REIT investing, emphasizing management quality, balance-sheet strength and transparent reporting.
CBRE IM projects global listed real estate can outperform broad equities in 2025 via accelerating earnings, favorable capital access and range-bound yields.
Chilton projects 10-15% total return for public REITs in 2025, citing accretive acquisitions and AFFO multiple expansion despite flat rates.
Global REIT outlook across U.S., Europe, and Asia Pacific; projects new deliveries declining ~20% in 2025 and notes office sector bifurcation favoring top-tier product.
Listed real assets outlook tied to deglobalization, digitalization and decarbonization, expecting REITs to turn acquisitive and REIT earnings to accelerate as CRE values bottom.
Analysis of worldwide REIT trends across the FTSE EPRA Nareit Global Real Estate Index (497 constituents, 38 countries) spanning North America, Europe, and Asia.
Hines' inaugural Climate Strategy Report detailing its 2040 net-zero operational carbon target and climate-risk management approach across its global real estate portfolio.
Sixth annual report on the top 100 equity REITs: 94% report GHG emissions and 78% report on-site clean-energy generation, with REITs developing decarbonization pathways.
Knight Frank survey of property investors on ESG priorities, decarbonization strategy, retrofit and net-zero positioning across real estate portfolios.
GRESB's 2024 benchmark covering 2,223 real estate participants and over $7T GAV; net-zero targets rose to 65% of participants, with embodied carbon included in only 28.6% of those targets.
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.
Principal's research on ODCE fund performance shows a selection-driven cycle, with top-quartile U.S. funds returning 5.9% annualized versus 0.1% for the bottom quartile and European funds leading on capital appreciation.
Capital-markets research on seniors housing, which delivered a 10.6% total return in 2025 (vs. 4.9% NCREIF), with core assets trading below 6% cap rates and an estimated $275B investment needed by 2030.
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.
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.
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.
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.
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.
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.
Green Street's REIT-based price index rose 1.6% in May 2026 with the all-property index up 4.1% over twelve months, as NOI growth and steady cap rates lifted values, per co-head of strategic research Peter Rothemund.
Newmark reports capital markets entered 2026 with renewed momentum as transaction activity, debt liquidity and asset returns aligned, with 2025 investment sales up 20% year over year and activity concentrated in deals under $100 million.
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 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.
The annual review summarizes GWL Realty Advisors portfolio performance, development pipeline and investment activity across Canadian real estate sectors for 2025.
Drawing on estimates from more than 200 CBRE professionals, the survey found cap rates stabilized across major property types in the second half of 2025, with most respondents believing yields have reached their cyclical high.
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.
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.
Berkadia polled over 200 advisors and bankers, finding Core-Plus properties expected to generate the best risk-adjusted returns in 2026, followed by Value-Add Class A and Class B rental housing.
The brief examines the availability and pricing of equity capital for commercial real estate as transaction activity recovers in 2026.
AFIRE's February 2026 pulse survey captures institutional investor sentiment on US commercial real estate strategy, allocations and preferred markets heading into 2026.
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.
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.
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.
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.
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.
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.
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.
The overall capitalization rate for the four benchmark asset classes eased 1 basis point to 5.92 percent in the fourth quarter of 2025. Halifax, Vancouver and Toronto led investor preference, with food-anchored retail strips remaining the most sought-after property type for an eighth consecutive quarter.
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.
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.
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.
The INREV Quarterly Fund Index measures the net asset value performance of European non-listed real estate funds, with returns measured net of fees and costs across core and value-added strategies.
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.
The quarterly survey aggregates independent forecasts for UK commercial property rental value growth, capital value growth and total returns across sectors through 2029.
Clarion's third quarter 2025 update tracks stabilizing values and income-driven performance across U.S. property. The firm believes the market is embarking on a new cycle following a peak-to-trough value decline of 18.7 percent.
Third quarter GAAP net income was 72.6 million dollars and Distributable Earnings were 148.6 million dollars, with the company acquiring Fundamental, a 2.2 billion dollar net lease portfolio.
Knight Frank's Active Capital survey captured the views and investment intentions of 119 of the world's largest global real estate investors, tracking 144 billion dollars of capital.
The third quarter 2025 NPI press release reports continued stability in institutional returns across the major property types, with income returns holding steady.