Longer-form thinking on where the market goes.
193 white papers
showing 121–180 of 193
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.
Chief economist commentary on commercial real estate development activity and market constraints.
NAIOP research brief evaluating capital investment strategies and their potential to establish competitive advantages in commercial real estate during the pandemic era.
Article exploring how developers can leverage stacked incentives and tax credits for projects in underserved markets.
Nareit analysis comparing publicly traded equity REIT performance against private equity core, value-added, and opportunistic real estate funds across a full real estate cycle.
Analysis of how private markets are responding to increased investor scrutiny in the leveraged finance sector.
The explosion of AI data centers and the continued electrification of automobiles and other products have greatly increased demand for electricity, sparking renewed interest in producing nuclear power.
Oxford Economics examines the investment strategies and opportunities for commercial real estate investors entering the data centre sector.
Oxford Economics examines the relationship between macroeconomic conditions and real estate investment performance across major U.S. metropolitan areas.
Nuveen explores how private real assets may contribute to portfolio resilience when integrated with traditional investment holdings.
Advisory analysis examining successful real estate investment strategies for institutional investors and their potential for continued outperformance despite broader sector underperformance.
Analysis of fee structures and costs associated with private equity and real estate investments compared to public market alternatives.
Research examines whether closed-end real estate funds have delivered acceptable net returns relative to alternative opportunities and risk metrics.
Guidance on investment criteria and decision-making frameworks for evaluating self-storage asset acquisition opportunities.
Analysis of how branded residential components address financial viability in new-build development amid rising construction costs.
Analysis of how mixed-use development is transforming hotel financing, programming, and guest experience, with hotels functioning as connective hubs within broader integrated ecosystems.
Guidance on involving ecologists early in development projects to address protected species, habitat constraints, and biodiversity net gain requirements.
Knight Frank examines investment opportunities across prime office assets, undervalued properties experiencing repricing, and sectors positioned for structural growth.
Knight Frank examines investor sentiment and capital allocation strategies toward direct commercial real estate opportunities in the coming year.
An analysis of middle market direct lending opportunities in real estate, examining advantages and common misperceptions in the alternative lending space.
BNP Paribas Real Estate explores how real estate stakeholders can adopt customized strategies to enhance social value creation within ESG frameworks.
NAIOP Research Foundation white paper explaining private equity fund formation and operational fundamentals for real estate professionals new to the process.
JLL explores engineering, nature-based, and AI-powered solutions for building climate resilience across real estate assets.
Explores how real estate sectors and investment strategies are adapting to artificial intelligence adoption and the fifth industrial revolution.
Thought leadership piece examining the Bay Area's role as a hub for artificial intelligence innovation and development.
Analysis of the growing role of infrastructure capital and investment strategies within the commercial real estate sector.
Quick take on the rising importance of capital expenditure, particularly AI-related investment, in shaping inflation dynamics.
Analysis of how distributions to paid-in capital (DPI) has emerged as a key liquidity metric for commercial real estate fund investors, with smaller funds outperforming larger peers in capital returns during the current constrained market environment.
Cushman & Wakefield analyzes how the National Counterintelligence and Security Center's rescission of ICD 705 POA&M requirements removes a uniform compliance deadline for secure facilities but does not eliminate evolving security standards, shifting focus toward program-level compliance…
.jpg)
Savills commentary: UK holiday park sector enters 2026 with renewed confidence as 2025 deal volumes doubled YoY, led by established operators; pitch values stabilising.
Whitepaper modeling four AI-adoption scenarios and how AI widens dispersion of outcomes across markets, property types, asset quality, and strategies.
Five sustainability drivers reshaping real estate value; retrofit rates must rise more than fivefold globally to meet 2050 net-zero, with efficiency unlocking 25-50% revenue upside.
CBRE research on integrating climate-risk assessment with business strategy to drive value creation in commercial real estate amid expanding disclosure requirements.
RMI report offering replicable solutions for real estate investors to move beyond compliance toward integrated decarbonization strategies that increase asset value.
Hines' inaugural Climate Strategy Report detailing its 2040 net-zero operational carbon target and climate-risk management approach across its global real estate portfolio.
JLL guide on why sustainability is essential for real estate investors: buildings drive ~40% of global carbon emissions, raising stranded-asset and green-lease considerations.
Five strategies for embedding sustainability into CRE capital planning and operations, noting ~40% of global CO2 emissions come from commercial real estate buildings.
RMI's bottom-up carbon model of the US building stock, identifying where retrofit capital should flow, including under-invested small and medium commercial buildings.
Lifecycle approach to cutting operational and embodied carbon in construction and real estate, which together generate more than 37% of global carbon emissions.
ULI-backed strategies helped this coastal California locale build its economic base on industry. Now, a proposed AI-era manufacturing building and a massive new housing plan are poised to test that strategy—and reshape the town.
Five current infrastructure investment trends spanning energy security, AI and broadening investor access routes.
CRE recovery is intact, but widening dispersion across property types and markets underscores a K-shaped, more uneven path forward.
The nearly billion-dollar campus is expected to draw visitors from around the world, but local leaders say its long-term impact will be measured by whether it attracts new businesses, jobs, and development to surrounding neighborhoods.
From federal office buildings to surplus municipal land, underused public assets are attracting developers seeking sites for mixed-use projects, housing, and economic development.
The CEO Perspective, by Michael Brooks March 2, 2026 Montréal 2026: A Global Moment for Energy Efficiency Canada’s commercial buildings sector will have a seat at the table this summer as the International Energy Agency (IEA) convenes its 11th Annual Global […] The post Decarbonizing Commercial Buildings at Scale:…
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.
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.
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.
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.
Brookfield argues that midstream infrastructure, widely viewed as a sector in decline a few years ago, is now benefiting from stronger demand, renewed investment and expanding opportunities to acquire and monetize assets. It positions the sector as essential within an undersupplied energy system.
Clarion Partners reviews the permanent extension of the Opportunity Zones program and its implications for real estate capital formation. The brief assesses how the structure shapes long-term investment.
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.
Brookfield explores how institutions can take a more holistic, total-portfolio approach within traditional asset allocation frameworks. The piece argues this shift better integrates private markets and real assets into portfolio construction.
TPG and Peppertree leadership discuss digital infrastructure investment opportunities, particularly in wireless tower development and connectivity, following TPG's acquisition of Peppertree.
J.P. Morgan Asset Management argues commercial real estate valuations have fallen roughly 25% from their 2022 peak even as operating income rose, creating an attractive entry point as the recovery extends through 2026.
TPG CEO Jon Winkelried surveys the 2026 macro outlook across policy, interest rates, and AI, and explains why he sees real estate as one of the more interesting investing opportunities ahead.
Brookfield makes the case that asset-based finance remains underpenetrated by private capital, but that this is about to change. The piece looks beyond direct lending to the broader private credit opportunity set.