The industry's own research.
906 reports
showing 841–900 of 906
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.
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 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.
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.
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.
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.
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.
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.
HVS reviewed global lodging performance heading into 2026, noting resilient average daily rate and revenue per available room metrics alongside a survey in which 65 percent of top U.S. brokers expected improved deal conditions in the first half of 2026.
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.
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.
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.
Conducted in August 2025 and published in the September 2025 Summit Journal, the H2 2025 survey reports global investor sentiment and predictions for US commercial real estate.
Brookfield argues the real estate recovery is underway, with an active credit market supporting a rise in transactions. The firm sees selectivity and operational value creation as the keys to returns as the asset class moves into a new cycle.
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.
The Q4 2025 chart pack shows European commercial property valuations holding steady in the third quarter, supported by lower equity dividend yields despite higher government bond yields.
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.
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.
The quarterly table compiles index, dividend yield and performance metrics across the FTSE EPRA Nareit listed real estate universe at the third quarter of 2025.
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 annually updated survey analyzes REIT regimes and tax structures across global markets as of September 2025, providing a reference for listed real estate investors.
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.
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.
The Q3 2025 edition of the Global Real Estate Lens provides a guide to global property markets, with valuations and transaction prices continuing to stabilize and recover despite ongoing macro uncertainty.
Second quarter GAAP net income was 129.8 million dollars and Distributable Earnings were 151.1 million dollars, with commercial real estate lending representing about half of the company's asset base.
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.
The second quarter 2025 global recap reports stable yet subdued demand as AI and hyperscale cloud companies maintained a measured approach to strategic deployments.
Principal reported commercial real estate in its strongest position in three years, with private-market pricing likely having reached its trough and operating income supporting an investment performance rebound.
The mid-year update forecasts an improving real estate cycle with rising transaction activity and stabilising borrowing costs. Debt markets are expected to remain very active as the AI infrastructure boom drives data center demand.
The Q3 2025 UK outlook maintains a constructive view on living, industrial and retail sectors, with income returns continuing to drive performance amid limited yield compression.
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.
The quarterly table compiles index, dividend yield and performance metrics across the global listed real estate universe at the second quarter of 2025.
Total global real estate assets under management reached US 3.8 trillion dollars at the end of 2024. Blackstone topped the overall ranking with more than US 530 billion dollars of real estate AUM, followed by Brookfield and Prologis, with the top 10 managers accounting for over half of capital allocated globally.
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.
The Q2 2025 edition of the Global Real Estate Lens reports that valuations and transaction prices continued to stabilize and recover despite uncertainties, supporting a cautiously improving outlook for global property markets.
First quarter GAAP net income was 112.3 million dollars and Distributable Earnings were 156.3 million dollars, with commercial lending originations already surpassing the prior full year.
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 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.
The Q2 2025 outlook tracks a recovery led by the UK, Europe and the US, with APAC lagging. abrdn highlights structurally supported sectors and improving rental growth as the basis for total returns.
BGO's global economic outlook projects modest expansion near 2 percent for 2025 and 2026, with inflationary pressure stemming primarily from U.S. tariffs. The report frames the macro backdrop for global commercial real estate investment.
The first quarter 2025 recap analyzes data center demand patterns across North America and Latin America amid measured hyperscaler activity early in the year.
The quarterly table compiles index, dividend yield and performance metrics across the global listed real estate universe at the first quarter of 2025.
Brookfield highlights a recovering real estate market with improving fundamentals and rising transaction activity, identifying housing, data centers, hospitality and logistics as the most attractive sectors where supply constraints meet sustained demand and operational improvements drive returns.
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.
A snapshot compiling perspectives from ANREV research committee members evaluating the market dynamics of the Asia Pacific non-listed real estate sector at the start of 2025.
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.
McKinsey examines why global demand for office space has continued to decline even after the pandemic ended, and what that implies for the future of the office. It analyzes attendance patterns, vacancy, and the outlook for office values.
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 report estimates total global hyperscale self-build capacity reached 15.5 gigawatts of operational capacity, with the four largest platforms representing approximately 73 percent of that total.
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.
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.
abrdn judges that most global real estate price corrections have concluded entering 2025, with returns driven by income and net operating income growth rather than yield compression. The firm is most positive on multifamily, expecting excess supply to be absorbed by mid-2025.
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.
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.
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.