Longer-form thinking on where the market goes.
173 white papers
showing 121–173 of 173
Aberdeen Investment's monthly macro outlook video examines global growth trends and explores potential market underestimation of risks from oil price volatility and artificial intelligence disruption.
Oxford Economics research models how inflation and bond-yield shocks affect European real estate returns across major cities.
Capital Economics shares insights and outlook perspectives on alternative real estate assets drawn from client roundtable discussions.
AEW research perspective on investment opportunities and market dynamics across European real estate markets.
Research perspective examining how back-leverage strategies are being utilized to address debt funding constraints in European real estate markets.
AEW research-based analysis of investment opportunities and market dynamics across Asia Pacific real estate markets.
AEW research whitepaper examining investment opportunities and market dynamics across Asia Pacific real estate markets.
AEW research whitepaper examining investment opportunities and market dynamics across Asia Pacific real estate sectors.
A three-part research series examining investment opportunities and market dynamics across Asia Pacific real estate markets through AEW's integrated economist and research teams.
AEW research examines the relationship between prime market performance and fund-level returns across European real estate investments.
AEW research examines the investment thesis and opportunities for data center REITs across Asia Pacific markets.
AEW research examines elevated transition risk premiums in European real estate driven by higher costs and improved data availability.
Research perspective examining how broad-based logistics demand across Europe provides resilience amid tariff pressures.
AEW's research-based perspective on U.S. real estate markets and investment opportunities, informed by integrated economist teams across North America, Europe, and Asia.
AEW research perspective on European residential investment dynamics emphasizing current income and rental growth opportunities across the continent.
AEW research perspective examining retail market dynamics and investment opportunities across European markets.
AEW's January 2025 whitepaper presents research-based investment perspectives on North American real estate markets, leveraging integrated analysis from ground-level economist teams across multiple regions.
AEW research perspective examining the refinancing environment in European real estate markets and whether the acute phase of the refinancing challenge has passed.
AEW research examines transition risk targets for European real estate investments, analyzing climate-related compliance and investment implications across markets.
Research perspective on European private infrastructure lending strategies and risk-return positioning for institutional investors.
Research perspective examining the Bank of Japan's policy impact on Japanese real estate markets and investment opportunities.
AEW research examines European borrowing cost trends and persistent refinancing obstacles in real estate capital markets.
AEW research whitepaper examining capital preservation strategies within the evolving private credit landscape for real estate investors across North America.
A discussion of how infrastructure debt is entering a new growth phase driven by structural mega-trends and evolving energy needs.
Barings executives discuss portfolio finance strategies for institutional investors seeking risk-adjusted returns and capital flexibility in private debt markets.
A Barings viewpoint examining traditional middle market direct lending fundamentals and how private credit strategies differ in their portfolio roles.
Q&A exploring how infrastructure debt enhances insurer portfolios through risk-return attributes, diversification, and long-duration cash flows.
Barings executives discuss mid-market direct lending trends, investor demand, and risk mitigation strategies in private credit markets.
BGO discloses embodied carbon metrics and sustainability risk policies aligned with SFDR Article 3 regulatory requirements.
Analysis of how alternative real estate sectors have evolved from specialized niches to become mainstream institutional investment categories since 2005.
Senior housing executive discusses current market trends and insights on Bloomberg Television.
Case study examining how climate risk assessment tools are being applied to evaluate impacts on both new real estate developments and existing assets.
Analysis of how branded residential components address financial viability in new-build development amid rising construction costs.
Conference coverage of hospitality industry discussions including ADA compliance concerns, market trends, and financing stability amid interest rate volatility.
Analysis of how mixed-use development is transforming hotel financing, programming, and guest experience, with hotels functioning as connective hubs within broader integrated ecosystems.
Examines how hospitality operations have shifted toward standardized, technology-driven service models and proposes island destinations be evaluated as integrated economic platforms rather than standalone properties.
Analysis of how major sporting events impact urban development and hospitality markets, examining transformation effects on cities.
CBRE article examining the value drivers and key dynamics of the industrial and logistics real estate sector beyond basic warehouse characteristics.
Gerald Eve perspectives on the European self-storage sector and its dual positioning as real estate asset and operational business platform.
CBRE brief examining affordable housing's characteristics and performance as a resilient real estate asset class.
CBRE and Hamburg Team examine social infrastructure as an investment opportunity and future priority.
Newmark analysis examining retail transformation and evolution across major shopping districts in three global cities.
Analysis of the Paris retail property market and the global impact of celebrity brand expansion on commercial real estate.
Walker & Dunlop analysis of Deutsche GRI findings identifies disciplined capital deployment, residential dominance, bifurcated office markets, and tightening financing conditions as key themes reshaping European real estate.
Examines reasons for institutional investors to consider real estate debt, the second largest of real estate's four quadrants at ~$4.5 trillion in the US and Europe.
ULI Europe systems map and report identifying 12 intervention areas to decarbonize existing and new affordable housing across Europe.
Over 70% of Western European office stock risks functional, financial or legal obsolescence by 2030 as EPBD and sustainability rules tighten; repositioning preserves asset value.
CBRE Netherlands viewpoint on how declining rental supply and policy measures are worsening the student housing shortage in cities such as Amsterdam, Utrecht and Groningen.
The 2026 ULI European Leadership Awards recognize Ruslan Hajduk, Honoré Achille Simo, and Mikkel Bülow-Lehnsby for their contributions to real estate, diversity, equity and inclusion, and industry leadership.
AEW's European research perspective examining how new logistics demand drivers are offsetting geopolitical pressures, with implications for industrial real estate fundamentals across the region.
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.
Thematic research on the structural drivers of European logistics demand, examining how supply chains, nearshoring and e-commerce are shaping the continent's industrial property market.
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.