Global Real EstateIntelligence
Pricing Log inSign up
Principal Asset ManagementReport

2026 Inside Real Estate Outlook: A Cycle of Selectivity

Principal Asset Management's 2026 annual outlook addressing real estate market selectivity and investment themes across the cycle.

OfficeIndustrial & LogisticsMultifamilyRetailU.S. National
Read the full report at Principal Asset Management

Published by Principal Asset Management. Global Real Estate Intelligence links to the original source and credits the publisher; all rights remain with them.

More like this
Principal Asset Managementreport

The growing role of capex in inflation dynamics

Quick take on the rising importance of capital expenditure, particularly AI-related investment, in shaping inflation dynamics.

EconomyCapital MarketsU.S. National
·Read
Principal Asset Managementreport

CRE's recovery masks a widening divide

CRE recovery is intact, but widening dispersion across property types and markets underscores a K-shaped, more uneven path forward.

Capital MarketsOfficeRetailU.S. National
·Read
Principal Asset Managementreport

2026 Mid-year Inside Real Estate outlook

Principal's mid-year house view argues the CRE recovery remains intact but uneven, with high conviction in data centers and residential, caution on life sciences, and an increasingly global portfolio approach.

Capital MarketsData CentersMultifamilyGlobalU.S. National
·Read
Principal Asset Managementreport

Five forces shaping the data center investment landscape

Principal's research lays out five forces shaping data center investing, including whether demand reflects a durable structural trend or an AI bubble and why power availability is a binding constraint.

Data CentersU.S. NationalGlobal
·Read
Principal Asset Managementreport

Headline ODCE returns mask a selection-driven cycle

Principal's research on ODCE fund performance shows a selection-driven cycle, with top-quartile U.S. funds returning 5.9% annualized versus 0.1% for the bottom quartile and European funds leading on capital appreciation.

Capital MarketsREITsU.S. NationalEurope
·Read
Principal Asset Managementreport

Where real estate meets infrastructure: The evolution of data center investing

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.

Data CentersAlternativesU.S. NationalGlobal
·Read