15Research pieces indexed
Latest Aug 7, 2026

Global Real Estate Intelligence is a neutral index of publicly available research. All rights in Morgan Stanley Investment Management’s work remain with Morgan Stanley Investment Management; we link to the original.
Morgan Stanley Investment Management assesses real estate as offering attractive relative value in a resilient macroeconomic environment marked by inflation, hawkish central banks, and constrained supply.

Morgan Stanley Investment Management executive discusses triple net lease investment structures, distinctions from traditional commercial real estate strategies, and portfolio positioning.

Morgan Stanley Investment Management examines structural shifts in infrastructure megatrends, including a reorganization of data center compute from centralized to distributed multi-layered networks driven by inference and latency-sensitive workloads.

Morgan Stanley Investment Management assesses the private credit market environment, noting improving pricing power and accelerating financing demand for scaled lenders driven by cyclical and secular forces.

Morgan Stanley Investment Management examines structural growth drivers shaping real estate performance, including AI, deglobalization, demographic shifts, and energy demand themes.

Morgan Stanley Investment Management provides an overview of trends and developments in the Agency MBS and housing markets for Q2 2026.

Morgan Stanley Infrastructure Partners discusses how rapid AI acceleration is reshaping digital infrastructure architecture and its implications for data center deployment.

Morgan Stanley Investment Management examines the resilience of European private credit markets, addressing current market concerns including non-private credit defaults, AI disruption, and BDC comparisons while assessing supply-demand dynamics and illiquidity premiums.

Morgan Stanley Investment Management hosted a quarterly webinar covering private markets data signals, asset class views, and a detailed analysis of private credit trends including software sector exposure concerns.

Morgan Stanley Investment Management analyzes how water scarcity is emerging as a critical constraint on industrial expansion, permitting, and capital returns across mines, semiconductor plants, and data centers in water-stressed regions.

Morgan Stanley Real Estate Investing discusses the shift toward disciplined, selective investing in net lease real estate as market conditions demand more rigorous fundamental analysis.

Morgan Stanley Investment Management explores how macroeconomic pressures including energy costs, inflation, and geopolitical volatility are affecting real estate fundamentals and creating opportunities within private real estate credit markets.

An overview of six main private credit strategies, their mechanics, key benefits and risks, and how each fits within private asset portfolios.

Morgan Stanley investment leaders discuss CLO equity opportunities and how macro conditions including market dispersion, software/AI impacts, and credit repricing are shaping performance expectations.

Analysis of how elevated oil prices and energy costs affect industrial real estate demand, with near-term headwinds from trucking-dependent logistics and medium-term tailwinds from supply-chain resilience, defense spending, and e-commerce growth.
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