Longer-form thinking on where the market goes.
1,480 white papers
showing 1,081–1,140 of 1,480

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.
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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.

China remains a manufacturing leader, adapting its industrial strategy while other Asian nations find opportunities in complementary sectors. Discover more.

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.

Research exploring the motivations and barriers affecting move-up homebuyers and strategies to encourage their participation in the market.

John Burns Research and Consulting examines the factors deterring homebuyer activity in the current market environment.
The share of mortgages with below-3% interest rates remained flat at 19.5% in Q1 2026 after declining steadily from a peak of 24.6% in Q1 2021, while combined below-4% mortgages fell only 20 basis points quarter-over-quarter, marking the smallest decline since their share began falling in 2022. The document attributes the stalling unwinding of the "lock-in effect" to homeowners retaining ultra-low mortgages that offer effectively free borrowing in real terms given inflation above 3%, though the stall could represent either a temporary blip or a longer-term freezing of the housing market.

Invesco presents a three-question framework for real estate investors to distinguish material macroeconomic developments from transient market noise.

Invesco's Global Head of Commercial Real Estate Credit discusses diversification strategies, sector strength, and risk mitigation approaches in real estate credit markets.

HVS guide examining hotel management contract structures and terms specific to the Canadian hospitality market.

Memphis is undertaking downtown revitalization efforts to rebuild hotel demand and convention business following pandemic-driven losses.

By Hayden Spiess CHICAGO — New players are increasingly drawn to the seniors housing sector due to strong market fundamentals and the industry’s proven performance. Limited new inventory and high occupancies,… The post ‘Seniors Housing Is Our Highest-Conviction Sector,’ Harrison Street Executives Say appeared first…

By Hayden Spiess CHICAGO — New players are increasingly drawn to the seniors housing sector due to strong market fundamentals and the industry’s proven performance. Limited new inventory and high occupancies,… The post Seniors Housing Is Our Highest-Conviction Sector,’ Harrison Street Executives Say appeared first…

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.

Research examining how limited partner expectations and policy drivers are influencing sustainable investing practices and performance in real estate.

BGO's chief economist examines the characteristics and formation of resilient commercial real estate investment vintages.

A media appearance discussing perspectives on artificial intelligence's impact on real estate, multifamily housing trends, and data center market dynamics.

Analysis of global real estate credit markets examining how to distinguish meaningful market signals from noise in capital deployment decisions.

Chief economist commentary on commercial real estate development activity and market constraints.

RCLCO provides key takeaways and common themes from the 2026 National Multifamily Housing Council meeting.

Analysis of how California's SB 79 and recent environmental and land use policy reforms are reshaping development constraints and economics for multifamily housing along transit corridors.

NAIOP Research Foundation report examining best practices in sustainable data center development through interviews with industry owners, operators, investors, developers and designers.

NAIOP research explores generative AI applications across industrial real estate operations, extending beyond financial analysis and market research into operational strategy.

NAIOP Research Foundation study examining challenges and opportunities in succession planning for commercial real estate firms, informed by advisory experience.

NAIOP Research Foundation report examining best practices in reverse logistics supply chain design and implications for facility location and real estate requirements.

Research analyzing the economic contributions and growth impacts of commercial real estate development and construction activity across U.S. office, industrial, warehouse, and retail sectors.

NAIOP research addressing workplace safety protocols and reopening strategies for U.S. office building operators and occupants during economic recovery.

NAIOP Research Foundation report exploring emerging construction technologies and their implications for the construction and real estate development industries, informed by interviews with researchers and practitioners.

The NAIOP Research Foundation released a systematic tool to evaluate and compare development approvals processes across different jurisdictions objectively.

NAIOP research brief evaluating capital investment strategies and their potential to establish competitive advantages in commercial real estate during the pandemic era.

NAIOP Research Foundation report presenting a two-dimensional framework for evaluating and comparing commercial real estate markets, building on prior market tier and ranking methodologies.

Article exploring how developers can leverage stacked incentives and tax credits for projects in underserved markets.

Research directors and Distinguished Fellows discuss trends shaping the short-term and long-term outlook for commercial real estate in Canada and the U.S.

The National Multifamily Housing Council presents a toolkit addressing housing affordability solutions applicable within the current generation.

A member resource examining fee transparency practices and implementation considerations for rental housing operators.

NMHC Research Foundation study analyzing long-term filtering dynamics and housing transitions in the U.S. apartment sector across four decades.

White paper examining renter payment reporting practices and implications for multifamily housing operators.

Examines the role of tax incentives as policy tools in supporting residential development and housing market expansion.

White paper examining strategies and approaches for addressing community and regulatory opposition to multifamily rental housing development.

Research examining the technical, financial, and regulatory feasibility of converting commercial properties into multifamily residential units.

The National Multifamily Housing Council examines international rental housing market practices and mechanisms that may inform US policy and development approaches.

White paper addressing fair housing compliance considerations related to familial status and occupancy policies in multifamily housing.