9Research pieces indexed
Latest Jul 21, 2026
Global Real Estate Intelligence is a neutral index of publicly available research. All rights in KKR’s work remain with KKR; we link to the original.
KKR Real Estate Credit outlines commercial real estate debt as an attractive relative-value opportunity following a 20–30% property valuation reset, driven by refinancing needs and maturity walls rather than distressed conditions.
KKR's mid-year 2026 outlook identifies a 'Divergence Conundrum' where economic growth concentrates in AI, tech, and national security while housing, lower-income consumers, and rate-sensitive sectors face pressure, requiring investors to prioritize quality, durable cash flows, and operational…
KKR's 2026 Private Markets Outlook explores high-grading portfolios for quality and resilience. It lays out the firm's latest cross-asset views spanning private equity, infrastructure, real estate and credit.
KKR's RIA survey finds that private market investments no longer fit the 'alternative' label given how many advisors now use them in portfolio construction. It reports that the share of RIAs planning to increase allocations to private real estate rose sharply year over year.
KKR's mid-year outlook argues the investment landscape is rapidly shifting, requiring a rethink of asset allocation as AI and heightened geopolitical and trade tensions reshape markets. It stresses owning assets linked to nominal GDP, including infrastructure, real estate and asset-based finance.
Despite market volatility, KKR says it is seeing abundant opportunities in real estate credit and expects its lending pipeline to remain elevated. The note details why the firm's real estate lending pipeline reached record highs.
After a two-year downturn in which property values dropped 22% from a recent peak as interest rates increased, KKR argues the current real estate investment environment is one of the most attractive it has ever seen. The piece lays out the case for investing into the early stage of the recovery.
KKR discusses four ideas real estate credit investors need to know about today's markets, arguing that a scarcity of capital and rising transaction volume is creating the chance to earn equity-like returns on real estate debt.
This is a sustainability report published by KKR in 2024 covering the company's global sustainability practices and performance.
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