The industry's own research.
862 items
showing 781–840 of 862
CapitaLand Ascendas REIT entered Japan by acquiring a 49% interest in a 40.5MW Tier III hyperscale data centre in Greater Osaka for S$620.7 million (JPY76.4bn).
MSCI analyzes how booming data-center development conflicts with investors' climate commitments, quantifying construction-stage carbon and renewable-procurement strategies.
Portfolio-manager discussion of REIT performance drivers, subsector opportunities (data centers, senior housing, medical office) and REITs as a diversifier for tech-heavy portfolios.
Quarterly REIT cap rate analysis noting data center cap-rate expansion tied to DeepSeek news while leasing fundamentals stayed strong amid policy uncertainty.
CBRE analysis of how data centers can advance sustainability despite high energy intensity, addressing the AI-driven carbon paradox in the asset class.
Gino Sabatini's 2025 predictions: 25-33% volume growth (per Colliers), surging data-center and healthcare demand, and continued stability in industrial and retail net lease.
Sector-by-sector sustainability outlook for 2025 covering energy efficiency, green leases, renewable adoption in data centres, and tightening energy regulations.
JLL Spark's four 2025 proptech themes: sustainability, data-center growth, CRE market rebound and AI, with ROI/payback emerging as the deciding factor for adoption.
Tyler Swann on 2025 net lease trends: cross-border expansion into Mexico and Canada, and growing demand for data centers and healthcare beyond traditional industrial assets.
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 mid-year house view argues the CRE recovery remains intact but uneven, with high conviction in data centers and residential, caution on life sciences, and an increasingly global portfolio approach.
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.
Principal's research lays out five forces shaping data center investing, including whether demand reflects a durable structural trend or an AI bubble and why power availability is a binding constraint.
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.
Record data center demand in H2 2025 drove North American vacancy to a historic low of 1.4% while pricing rose 6.5% year-over-year amid constrained supply and surging AI infrastructure needs.
JLL reports record-low ~1% data center vacancy across North America at year-end 2025, with 64% of new construction concentrated in emerging markets such as Texas and Tennessee.
JLL forecasts the global data center sector to expand at a 14% CAGR through 2030, driven by AI and cloud demand and requiring roughly $3 trillion in total investment amid power-grid constraints.
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.
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.
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.
Newmark's outlook on the U.S. data center sector, highlighting an AI-driven structural boom with record annualized spending on new construction and intense competition for power and industrial-zoned development sites.
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.
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.
The first quarter 2026 Latin America review reports the region doubled all of 2025's absorption in a single quarter, with Brazil crossing significant new capacity thresholds.
The first quarter 2026 Asia-Pacific review reports a gigawatt of capacity absorbed in a single quarter, India in delivery mode, and Southeast Asia splitting into distinct submarkets.
The first quarter 2026 EMEA review reports hyperscalers returning to Europe at record scale, with the Nordics absorbing roughly a third of quarterly activity.
The first quarter 2026 North American review examines power scarcity, record demand, a regulatory reset, and Canada's emergence as a strategic market for data center development.
The Dallas-Fort Worth edition tracks industrial leasing, net absorption and vacancy in one of the largest U.S. logistics and data center growth markets.
The monthly Capital Trends report tracks U.S. transaction volumes, pricing and capital flows across property types, supporting investors, lenders and other market participants.
TPG and Peppertree leadership discuss digital infrastructure investment opportunities, particularly in wireless tower development and connectivity, following TPG's acquisition of Peppertree.
Green Street published its 2026 annual sector outlooks with market forecasts across U.S. property types. The reports deliver supply, demand and pricing projections for institutional investors.
CBRE's investor survey points to surging appetite for data centers, fueled by AI growth, rising capital allocations and a shift toward hyperscale strategies.
The fourth quarter 2025 global recap describes an inflection point in data center development as artificial intelligence workloads and neocloud demand reshaped deployment strategies across established and emerging markets.
The data center chapter highlights record-low vacancy, mounting power constraints and pricing at all-time highs as hyperscale and AI demand continues to outpace new supply.
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.
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.
BGO chief economist Ryan Severino presents the firm's 2026 global outlook, projecting modest growth near 2 percent with moderating inflation and easing central banks. Industrial, housing and data centers are highlighted as the strongest investment opportunities.
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.
Principal characterized the CRE cycle as having moved into recovery with returns diverging sharply across sectors, regions and strategies, signaling an alpha-driven environment requiring careful asset and market selection.
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.
Goldman Sachs Research's base case is that data center occupancy peaks around 93% next year as AI demand surges, examining whether new supply can keep pace with hyperscaler buildouts.
Jason Thomas argues that major tech companies have shifted from asset-light to capital-intensive models due to AI infrastructure investment, yet retain valuations built on the old model. He contends that when these companies acquire $100 million in data-center assets, shareholders are effectively asked to pay far more at current price-to-book ratios.
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.
In its 20th edition, the report signaled a cautiously optimistic outlook with Tokyo ranked the top city for investment for the third consecutive year, followed by Singapore, Sydney, Osaka and Seoul.
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.
The 47th edition of the PwC and Urban Land Institute report draws on insights from more than 1,700 real estate investors, developers and lenders across the United States and Canada. Dallas-Fort Worth ranked first among markets to watch, with data centers, senior housing and self-storage flagged as growth sectors.
McKinsey examines the power and cooling equipment that forms the backbone of data center infrastructure, arguing that as AI data center demand grows, innovation and on-time supply of this technology will become increasingly critical. The piece looks at the industrial supply chain enabling AI capacity.
The third quarter 2025 global recap reports transformative shifts as AI infrastructure demand, power constraints, and regulatory dynamics reshaped deployment strategies across every major region.
In its 47th edition, the ULI and PwC report drew on insights from more than 1,700 industry participants, ranking Dallas-Fort Worth as the top Market to Watch for the second year running with continued interest in data centers, senior housing and self-storage.
The outlook expects housing unaffordability to drive rental demand and tightening vacancies as limited new supply comes online. Data centers, warehouses, manufacturing, senior housing and medical outpatient buildings are positioned to benefit, while high rates and construction costs curb new building.
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.
Goldman Sachs Research forecasts global data center power demand to rise about 165% by 2030 versus 2023, reshaping the economics and siting of data center real estate.