Loading…
BlackstoneNews
Market Views: A Note of Optimism for 2025
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.
Capital MarketsEconomyAlternativesGlobalU.S. National
·Read
TPG
The Transition Infrastructure Opportunity: Jim Coulter and Scott Lebovitz on the Next Era of Climate Investing
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.
SustainabilityAlternativesCapital MarketsGlobalU.S. National
·Read
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
·Read
KKR
Investing in the Real Estate Recovery
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.
Capital MarketsEconomyGlobalU.S. National
·Read
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
·Read
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
·Read
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
·Read
TPG
Navigating the Real Estate Landscape: Perspectives from TPG Real Estate Co-Heads, Kelvin Davis and Avi Banyasz
TPG Real Estate co-heads discuss the rising differentiation between individual real estate sectors and geographies, and how thematic conviction guides their investment selection.
Capital MarketsAlternativesOfficeGlobalU.S. National
·Read
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
Read
Morgan Stanley
Housing Affordability Squeeze: A New Normal for Buyers
Morgan Stanley explores how higher mortgage rates and limited supply are reshaping affordability, and why homeownership may remain out of reach for many buyers.
EconomyAffordable HousingHomebuildersU.S. National
Read
Hines
Better Together: Where Infrastructure and Real Estate Converge
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.
AlternativesData CentersCapital MarketsGlobalU.S. National
Read
Hines
Positioning for the Real Asset Cycle
Research on how private real estate complements public markets, offering diversification, income stability, and recovery potential for institutional investors positioning for the next cycle.
AlternativesCapital MarketsEconomyGlobalU.S. National
Read