Longer-form thinking on where the market goes.
155 white papers
showing 121–155 of 155
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.
Nareit economist examines whether the commercial real estate market that began in 2009 is nearing maturity, countering analyst views on price leveling and construction trends.
Morningstar DBRS outlines its methodology for integrating ESG considerations into credit rating assessments across sectors and asset classes.
Advisory analysis examining successful real estate investment strategies for institutional investors and their potential for continued outperformance despite broader sector underperformance.
Analysis examining the convergence of total returns between public and private real estate benchmarks over a ten-year period.
Knight Frank examines investment opportunities across prime office assets, undervalued properties experiencing repricing, and sectors positioned for structural growth.
Knight Frank analysis examining how investor hurdle rates are shifting in response to market complexity and risk dynamics entering 2026.
Higher interest rates have triggered a substantial revaluation across real estate markets, yet underlying sector fundamentals remain resilient.
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.
Nareit market commentary on diversifying across global REIT regions and property sectors, with data as of Nov. 30, 2025, framing 2026 allocation opportunities.
Argues public REITs, trading at discounts to NAV, deserve a renewed 10-20% portfolio allocation versus private equity and private credit alternatives.
Portfolio-manager discussion of REIT performance drivers, subsector opportunities (data centers, senior housing, medical office) and REITs as a diversifier for tech-heavy portfolios.
Three-part case for US REITs: high domestic revenue, defensive sector mix (healthcare, residential, needs-based retail) and attractive valuations versus broad equities.
Nareit analyst roundtable on health care REITs: stable outpatient supply/demand, defensive attributes and the absence of speculative MOB development, with sell-side perspectives.
CBRE IM perspectives piece on affordable housing as an institutional investment opportunity and its social impact thesis.
Janus Henderson PMs argue listed real estate fundamentals stay sound amid 2025 tariff/economic turbulence, aided by contractual cash flows and high construction costs.
Chilton on how aging, Sun Belt migration and housing affordability reshape REIT allocations, favoring senior housing, healthcare and single-family rental REITs.
Chilton outlines ten foundational principles for REIT investing, emphasizing management quality, balance-sheet strength and transparent reporting.
Hines' inaugural Climate Strategy Report detailing its 2040 net-zero operational carbon target and climate-risk management approach across its global real estate portfolio.
Sixth annual report on the top 100 equity REITs: 94% report GHG emissions and 78% report on-site clean-energy generation, with REITs developing decarbonization pathways.
Capright Expands Hospitality Platform with the Addition of David Fuller, MAI as Practice Leader Strengthening advisory capabilities across Hotel REITs, branded assets, and complex portfolios The post Capright Expands Hospitality Platform – Welcome David Fuller, MAI appeared first on Capright .
In the self storage industry, many independent operators feel the pressure when one of the Big Five REITs: Extra Space Storage, Public Storage, CubeSmart, National Storage Affiliates Trust, or Life Storage announces expansion into their market. These corporate giants bring vast capital, automated facilities, and…
Put and Call options on REITs provide forward-looking risk indicators that incorporate both historical property sector trends and views on the outlook. The post REIT Puts and Calls: Public Market Signals for Private Real Estate Investors appeared first on AFIRE .
Donal Warde, Richard Cadena and Wenpeng Ding discuss how supply, inventory, and long-term demand drivers are elevating the NYC rental market. The post The Complexity Premium: Leveraging the Alpha Opportunity in Regulated Gateway Cities appeared first on AFIRE .
Blackstone's Global Head of Real Estate argues the sector has reached an attractive entry point, with construction down 60%+, debt costs down ~40% since 2023, and valuations only modestly off their trough. Conviction themes include data centers, warehouses, and rental housing.
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.
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.
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.
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.
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.
Blackstone President and COO Jon Gray argues the conditions are in place for a strong dealmaking environment in 2025, including in real estate, which he sees continuing on a path of recovery alongside infrastructure investment opportunities.
Julie Solomon, Head of Real Estate at Ares, discusses how a dramatic repricing of high-quality assets has created an attractive entry point. She notes slowing construction is reducing supply, which she expects to drive further rent growth.
A Hines guide to the roles of private infrastructure and real estate in institutional portfolios, weighing benefits, risks, and liquidity as the two asset classes converge.
Research on how private real estate complements public markets, offering diversification, income stability, and recovery potential for institutional investors positioning for the next cycle.