Longer-form thinking on where the market goes.
155 white papers
showing 61–120 of 155
Schroders Capital examines the role of real estate in income-focused investment strategies amid inflationary market conditions.
CBRE Econometric Advisors reports a shift in investor appetite toward office properties, including previously underperforming Class B and C commodity assets.
CBRE Econometric Advisors analyzes the shift in real estate returns relative to public equities and long-term performance averages.
CBRE Econometric Advisors examines how shifts in property type valuations can cause diversified core real estate fund portfolios to drift from their intended sector allocation targets.
Knight Frank examines whether risk-free rates remain truly risk-free in the current economic environment, with implications for real estate investment and capital markets.
Knight Frank examines how physical climate risks are being priced into Alpine real estate assets and explores asset owner perspectives on sustainability practices in the region.
CapitaLand examines investment opportunities and portfolio diversification strategies within developed Asia-Pacific real estate markets.
CapitaLand publishes insights on implementing sustainability practices across real asset portfolios.
An examination of how sustainability metrics are becoming central to real estate investment decision-making and long-term asset valuation.
Hazelview Investments' 2025 Sustainability Report documents progress on responsible investment, decarbonization, green building certification, and community engagement across its real estate portfolio.
Exploration of how the 5th Industrial Revolution and AI adoption are reshaping real estate strategies and asset positioning.
Analysis of how revised SFDR (Sustainable Finance Disclosure Regulation) frameworks may reduce compliance burden on real estate managers and unlock capital deployment in sustainable properties.
An examination of valuation challenges and inconsistencies in how environmental, social and governance factors are priced into real estate asset assessments.
Analysis of investment opportunities and structural stability in the German and Swiss residential real estate markets.
An analysis of how institutional real estate investors are leveraging data and artificial intelligence to manage portfolio growth while mitigating investment risk.
Analysis of the disconnect between improving São Paulo premium office market fundamentals (vacancy at 13-year lows) and underperformance of slab-focused REITs in the Brazilian equity market.
By Douglas Mayne, Head of Marketing and Stakeholder Affairs at Redefine Properties South Africa’s listed property sector is not short on digital capability. Foundational technologies are already embedded across the value chain, from property and asset management systems to online marketing platforms, tenant…
In the ninth episode of The REIT Report on Classic Business (Fine Music Radio), Mweishö Nene, Lead Equity Analyst at SBG Securities, joins hosts Michael Avery and Alistair Anderson of Property Flash to unpack how the market values South African REITs, why the sector’s long-standing discount to net asset value has…
AEW's research-based approach to investment decisions positions its economists to uncover and anticipate new opportunities for investors in dynamic real estate markets across the world. AEW's integrated research teams are on the ground in North America, Europe and Asia to…
AEW's research-based approach to investment decisions positions its economists to uncover and anticipate new opportunities for investors in dynamic real estate markets across the world. AEW's integrated research teams are on the ground in North America, Europe and Asia to…
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in June 2026 that compares real estate and infrastructure as two distinct asset classes, examining their duration characteristics and associated risk profiles. The piece addresses capital markets and economic considerations related to these investment categories.
This is a viewpoint commentary published by Institutional Real Estate, Inc. in April 2026 discussing how real estate investment must adapt within a changing global landscape, as informed by perspectives from global investors. The piece addresses capital markets and economic considerations relevant to the real estate sector.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in March 2026 that examines Japanese real estate as a potential strategic investment allocation in a transitioning market. The piece addresses capital markets and economic factors relevant to real estate investment.
Insurance investing 7 min. read ~ 12 minutes long 13 Jul 2026
The real advantage series 4 min. read ~ 8 minutes long 09 Jun 2026
Analysis of REIT sector growth and evolution as a portfolio diversification tool for accessing emerging economy trends.
LSEG/FTSE Russell educational guide examining practical considerations for investors evaluating listed real estate securities and REIT investment approaches.
Real estate makes more multi-millionaires than any other investment vehicle. It is easy to invest in real estate because there are many options, such as: buying and owning yourself, the stock market REITs, partners, limited liability partners etc. It could be single-family homes, apartments, raw land, self-storage,…
Commentary on how active management strategies drive value creation within retail property portfolios.
CBRE analysis examining how strong occupier demand is supporting investment activity in the multifamily housing sector.
This is a 2024 responsible investing report published by Kayne Anderson Capital Advisors covering real estate with a focus on sustainability practices. The report addresses environmental, social, and governance considerations relevant to real estate investment on a global basis.
This is an annual environmental, social, and governance (ESG) report published by Clarion Partners covering the 2024-2025 period, with a focus on sustainability practices across global operations.
Distinct legal entity from Starwood Property Trust (public REIT/lender) already in firms table -- new firm row, not reused.
CBRE IM's own annual disclosure is titled 'Climate Report', not 'Sustainability Report' -- kept accurate, not renamed.
This is a sustainability report published by Nuveen Real Estate covering their real estate operations and practices for the 2024-2025 period on a global basis.
Knight Frank research examines the climate resilience progress of Singapore-listed REITs, identifying challenges and ESG strengthening opportunities across the sector.
Analysis of European hotel investment performance and demand dynamics in the context of short-term rental competition from platforms like Airbnb.
As AI reshapes industries, real estate faces mounting pressure to invest in innovation, bridge its R&D gap, and build true technological capability. The post Real Estate Companies Need to Rethink How They Spend on Technology in the AI Era appeared first on Propmodo .
Ben Brown, co-president and head of real estate in the Americas for Brookfield, discusses the company's aggressive acquisition and disposition activity, noting that Brookfield has executed approximately $9 billion in credit originations, $21.5 billion in equity dispositions, and $32.3 billion in acquisitions over the past 18 months while raising $13.2 billion in new capital. Brown highlights Brookfield's strategic focus on logistics and housing investments, including major acquisitions like Peakstone, and emphasizes that despite high financing costs making new office development difficult to underwrite, strong fundamentals in sectors like luxury hospitality and rental housing continue to create investment opportunities as public market valuations lag underlying real estate recovery.
🎙️ Triple-Net Retail REITs Continue to Demonstrate Stability: Capright’s On the Spot with Julia Ticus Triple-net lease properties remain one of the most sought-after CRE The post Triple-Net Retail REITs with Julia Ticus – July 2026 appeared first on Capright .
REITs are outperforming the S&P 500 by more than 5 percentage points year-to-date as of late June 2026, driven by sector diversification including data centers (up 27 percent), hotels and lodging (up nearly 40 percent), and senior housing, while traditional sectors like office have declined to roughly 3 percent of the REIT market index. The article attributes the valuation gap between REIT stock prices and their underlying real estate values to factors including earnings-focused investors with short time horizons, interest rate cycles, management quality and strategy, and market sentiment that has been slow to shift despite improved fundamentals in certain sectors.
Commentary on sustainable investing strategy that examines the importance of understanding actual portfolio holdings and drivers beyond exclusionary screening approaches.
Oxford Economics research models how inflation and bond-yield shocks affect European real estate returns across major cities.
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.
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 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 examining the Bank of Japan's policy impact on Japanese real estate markets and investment opportunities.
Barings executives discuss portfolio finance strategies for institutional investors seeking risk-adjusted returns and capital flexibility in private debt markets.
Research examining how limited partner expectations and policy drivers are influencing sustainable investing practices and performance in real estate.
Analysis of global real estate credit markets examining how to distinguish meaningful market signals from noise in capital deployment decisions.
Analysis of COVID-19's differential impact across REIT sectors and the structural position of the REIT market entering the crisis.
Research examining how REITs invested in tech-related property sectors can reduce portfolio volatility and provide exposure to 21st century real estate.
Nareit economist analyzes economic growth trends in the first half of 2019 and their impact on commercial real estate markets and REIT performance.
Nareit research examines how office REITs reallocated holdings toward secondary cities since 2012 to capitalize on population and employment growth dynamics.
Analysis of historical commercial real estate construction cycles and their effects on REIT performance through rents, vacancy rates, and valuations.