Longer-form thinking on where the market goes.
569 white papers
showing 301–360 of 569
An examination of valuation challenges and inconsistencies in how environmental, social and governance factors are priced into real estate asset assessments.
Analysis of commercial property market dynamics in South Africa, examining how fundamentals including funding costs, yields, cash flow durability, and tenant competition shape investment demand.
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.
PROPERTY VALUATION will be a defining strategy in navigating the Philippine real estate market for the remainder of 2026, as developers and investors adapt to shifting demand and global uncertainties. Across sectors, differentiation, sustainability, and location remain key drivers of value. Residential projects…
UK Commercial Property Update
My take: Europe's industrial resurgence is fuelling a real estate shift.
Barings analyzes a multi-asset strategy of substituting portions of broad equity exposure with high-carry credit instruments given current market valuations and fixed income yield environments.
This is a viewpoint-commentary published by Aberdeen Investments presenting an argument about the role of industrial property in European economic revival. The piece addresses industrial real estate within the broader context of capital markets and economic conditions in Europe.
This is a white paper published by Fitch Ratings examining risk considerations related to structured finance and project financing in the context of data center evolution at the national level.
RCLCO Fund Advisors (RFA) and Soling Partners, a Dubai-based advisory firm that helps international asset managers and corporates engage with Gulf capital, wrote a joint research paper examining why GCC…
This is a viewpoint-commentary piece published by Institutional Real Estate, Inc. in June 2026 examining Asia Pacific real estate in the context of trade tensions and war. The item addresses capital markets and economic considerations affecting the region's real estate sector.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in June 2026 examining loan market innovation in the context of data centre financing. The piece addresses how developments in the lending market may create opportunities within the data centre sector.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in June 2026 addressing build-to-rent (BTR) housing and its scaling potential in Australia, with focus on institutional investment and rental housing development.
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 May 2026 discussing self-storage sector dynamics in the Asia Pacific region, with focus on capital markets and economic factors.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in April 2026 addressing investor expectations in the industrial real estate sector's emerging phase. The piece covers perspectives on capital markets and economic factors relevant to industrial real estate investment.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in April 2026 addressing how demand in Asia Pacific life sciences and research and development real estate can be converted into investment opportunities. The piece covers topics related to capital markets and economic considerations in this property sector.
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 addressing investor interest in renovating and repurposing existing real estate assets in response to elevated new construction costs. The piece discusses capital markets and economic factors influencing decisions between new development and existing stock renovation.
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.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in March 2026 examining what a flight-to-quality shift means for office occupiers in 2026. The piece addresses capital markets and economic considerations related to office sector dynamics.
This is a viewpoint commentary published by Institutional Real Estate, Inc. in February 2026 that examines investor perspectives on portfolio risk assessment in real estate investing during a challenging investment climate. The piece addresses whether investors are adequately accounting for risk factors when deploying capital.
Insurance investing 7 min. read ~ 12 minutes long 13 Jul 2026
The real advantage series 3 min. read ~ 6 minutes long 06 Jul 2026
The real advantage series 4 min. read ~ 8 minutes long 09 Jun 2026
Analysis of how early Trump administration policy actions, including tariffs, are affecting commercial real estate occupancy and investment trends, particularly in industrial and warehouse sectors.
Analysis of trends and inflection points in the commercial real estate debt maturity cycle and refinancing landscape.
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Analysis of credit dynamics and lending conditions affecting real estate debt markets.
Henri Vuong examines the evolving landscape of private real estate credit markets and associated investment opportunities.
For local residents and the millions of people who travel through one of London's busiest transport hubs each year, former department store Arding & Hobbs is a local landmark. Once synonymous with shopping in south London, the Grade II-listed building...
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After two years of tighter credit conditions, the bank commercial real estate (CRE) lending story has shifted from whether banks are pulling back to where balance sheets are growing again. Aggregate loan growth has picked up in parts of the CRE book, and recent lending commentary has pointed to a cautious return of…
Charlotte's Truist Center transformed its headquarters and public plaza through placemaking, public art, and historic preservation, creating a vibrant downtown destination.
Commercial real estate firms are using climate risk data to guide acquisitions, capital planning, insurance, and resilience investments, experts said at ULI's 2026 Resilience Summit.
As extreme heat intensifies, cities and developers are using heat mapping, urban planning, and climate resilience strategies to reduce heat risk and rising costs.
How cities are redesigning offices, housing, and public spaces after the pandemic, with insights from ULI's 2026 Resilience Summit in Nashville.
How should resilience be valued? Experts at ULI's 2026 Resilience Summit discuss climate risk, insurance, underwriting, and multifamily investment.
Learn how cities and real estate owners are measuring, managing, and mitigating extreme heat risk through planning, data, and climate resilience strategies.
As climate risk becomes a greater consideration for insurers and investors, cities that invest in resilience may be better positioned for long-term real estate investment.
LSEG/FTSE Russell educational guide examining practical considerations for investors evaluating listed real estate securities and REIT investment approaches.
CREDA Research Foundation examines how the commercial real estate industry assesses, manages and mitigates physical climate risk.
For much of the past two years, loan extensions and maturity modifications have limited forced sales across commercial real estate by deferring pricing decisions amid volatile rates and uneven fundamentals. However, this strategy is increasingly reaching its limits as higher for longer borrowing costs and slower…
Multifamily real estate is often viewed as a single asset class, yet the way an investor chooses to access it can produce very different outcomes. Two investors may own exposure to similar apartment properties and experience materially different results based entirely on structure. Control, tax efficiency,…
Escalating U.S. and Israeli military action involving Iran has injected a fresh wave of volatility into global markets, with the most immediate impact seen in a sharp surge in oil prices. Oil markets have reacted forcefully, with crude prices jumping more than 35% in a single week and moving above $90 per…
For U.S.-based occupiers and investors, Canada remains a critical extension of the North American supply chain. From port expansion in Vancouver to renewed big box momentum in Toronto, regional shifts north of the border are influencing strategy, capital deployment, and long-term logistics planning. In this Q&A…
A viewpoint examining how hotel valuation criteria and investor evaluation methods have evolved beyond traditional factors of location, category, and operating results to reflect increased market sophistication.
The Tax Cuts and Jobs Act of 2017 was signed into law December of that year, creating a new benefit for investors. Called Opportunity Zones, the initiative’s purpose is to steer investment into areas that struggle with attracting development by allowing capital gains to be redirected into qualified projects,…
While pharmaceutical companies acquire sponsor-backed biotech companies, corporate real estate teams are becoming more responsible for preserving the value of those deals, according to a new CBRE insight. Even as acquired biotech firms tend to have smaller real estate footprints and leaner workforces, they become…
A new ULI report identifies five characteristics shared by successful mixed-use redevelopments of former factories, breweries, shipyards, and other industrial sites.
Mayor Zohran Mamdani on Thursday issued the Rental Ripoff Report, a package of 23 tenant protection recommendations. The Real Estate Board of New York (REBNY) responded with a statement from President James Whelan saying that the administration “continues to paint property owners with a broad brush, unfairly…
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Florida’s unemployment rate rose to 4.8% in May, up from 3.7% a year earlier, one of the largest increases of any state and the highest Florida reading in nearly five years. The rate has continued to climb and now sits above the national unemployment rate of 4.3%.
Morgan Stanley's Chief Fixed Income Strategist and Global Head of Private Credit & Equity discuss recent market pressures affecting the private credit sector.
Distinct legal entity from Starwood Property Trust (public REIT/lender) already in firms table -- new firm row, not reused.
Analysis of commercial real estate lender positioning and lending appetite amid renewed Treasury market volatility.
With data centers growing at unprecedented levels, the question remains: How will they be powered to fit future needs? This year, global power demand for data centers is estimated to reach 132 gigawatts, and by 2030, it is predicted to climb to 290 gigawatts. Texas,...
Surinder Arora remembers clearly the night in 2008 when he thought he had lost everything. “It was 2, 3 a.m. in the morning. You can't sleep. I must have cried so much that you could squeeze water out of the pillow,” recounted Arora, a hotel and...
Everyone Talks About Megaprojects. The Real Story Is the Second Plant. When a manufacturer announces a $1 billion campus and 1,200 new jobs, the response is immediate: economic development teams mobilize, governors hold press conferences, and consultants engage early in the process. Yet a far more common scenario…
Executive Summary The war in Iran has scrambled traditional views of safety in fixed income, pushing investors out of long‑duration Treasuries and broad investment‑grade benchmarks and into floating‑rate, senior‑secured credit. From February 28 through early July, the Invesco Senior Loan ETF (BKLN) returned just…
Housing market conditions are gradually moving away from the extreme tightness that defined the post-pandemic period. Although most estimates still indicate that the U.S. is structurally underbuilt by several million housing units, recent housing stock growth has outpaced population growth, lifting vacancy rates…
The city's overhaul of permitting, plan review, and long-range planning offers practical lessons for municipalities seeking to speed housing and commercial development.