Content (55)
-
White papersISA Outlook 2026
As we draw the curtain on 2025 and optimistically await the premiere of 2026, we can’t help but be reminded of our similarly upbeat view last year. For this year’s outlook, LaSalle’s Research and Strategy team asks: Are we stuck in a “Groundhog Day” loop in real estate markets, or is this finally the dawn of a new cycle?
-
White papersISA Portfolio View 2025
Two years ago, we released the inaugural edition of LaSalle’s ISA Portfolio View, where we discussed the art and science of portfolio construction and why it matters most when market conditions change suddenly. That was certainly true at the time of the 2024 and 2023 releases and remains so in 2025’s evolving market environment.
-
White papersISA Briefing: Intimidating everybody? Bond markets and the real estate outlook
The bond market is the crucible in which views on growth, inflation and risk combine to determine the interest rates that borrowers must pay, and the discount rates with which cash flows are valued.
-
White papersUnderstanding the capital structure of real estate
Real estate investment encompasses far more than simply purchasing properties. Behind most significant real estate ventures lies a carefully engineered capital structure sometimes referred to as a “capital stack”).
-
White papersAn introduction to real estate debt
Over the last several years, we have seen an increase in the number of institutional investors around the world interested in adding real estate debt to their portfolios. In some instances, this is to replace an allocation to traditional fixed income, while in others it is both an enhancement and a way to further diversify their current level of real estate holdings.
-
White papersTargeted investment: Untangling the building and the grid
Integrating the right metrics into the investment process can help to effectively promote sustainability and boost returns.
-
White papersKeep calm and carry on? The ISA Outlook 2025, six months in
In a recent conversation, Dominic Silman and Brian Klinksiek revisited LaSalle’s ISA Outlook themes amid 2025’s rapidly developing and unpredictable geopolitical and macroeconomic climate.
-
White papersQ&A with Global CEO Mark Gabbay
Real estate: The world’s simplest, most complicated asset class
-
White papersISA Briefing: The emergence of land-driven logistics real estate
The what, why and how of Industrial Outdoor Storage (IOS)
-
White papersISA Briefing: The trade war, relatively speaking: Tariffs and real estate fair value
Two 90-day pauses, one on retaliatory tariffs with China and the other on the so-called “liberation day” tariffs, have not liberated markets from uncertainty. However, these course corrections have at least shown that the US administration has limits to its willingness to tolerate extreme market movements, particularly increases in Treasury yields, or severe outcomes for consumers such as product shortages. They have also contributed to a more benign recent market environment than at the beginning of April.
-
White papersISA Briefing: Elections everywhere, all at once: Geopolitics and risk
Roughly 60% of the world’s population lives in countries facing major elections in 2024, markets representing 65% of the institutional investable real estate universe. Elections are, of course, the cornerstone of the democratic process, which in turn underpins the appeal of the most transparent, investable markets; that said, elections come with the possibility of policy changes that may impact returns.
-
White papersSix reasons to consider real estate debt in 2025
Real estate debt has always been a valuable component of any portfolio; however, it is emerging as a viable solution to a wide array of investor concerns today. It’s a strategy that offers a range of benefits with attractive risk-adjusted returns across market cycles.
