All Asset Allocation articles
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White papersWhat a 5% 10-year Treasury means for commercial real estate
As the 10-year Treasury pushes toward 4.75% for the first time since January 2025, investors are asking what it means for U.S. commercial real estate (CRE). Importantly, the reason rates are rising matters as much as the level. What began as an orderly move in real rates and term premium is now giving way to something less benign - rising inflation expectations and a bond market that’s testing the Fed’s resolve. A 10-year yield near 5% raises the bar for CRE, but it sharpens our thesis rather than breaks it: net operating income (NOI) growth and selectivity are what will likely separate winners from the rest.
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White papersFarmland beyond the narrative - PREA article: Resilience, risks, and repositioning across market cycles
Since the early 1990s, US farmland has established itself as a durable and stable component of real asset portfolios, demonstrating resilience through multiple macroeconomic shocks. Its long-term appeal is rooted in capital preservation, relatively steady returns, and reliable cash flows, supported by essential-goods demand, constrained supply, and strong linkages to inflation.
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White papersInnovation through imitation - Using the full toolbox for smarter infrastructure investing
Innovation in infrastructure investment models – particularly co-investments – is helping institutional investors close allocation gaps in this fast-growing asset class.
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White papersA quantitative framework for estimating CRE cycles
The commercial real estate market is at or near a cyclical trough and transitioning into an early-cycle recovery phase, and history says what comes next is long and durable.
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White papersREIT Market Perspectives - a REIT reawakening
A strong market rotation into listed REITs to start 2026 is prompting renewed investor interest in an asset class that has been overshadowed by artificial intelligence (AI) and private markets in recent years. With durable cash flows, improving fundamentals…
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White papersInfrastructure Horizons 2026
Global infrastructure is being redefined by powerful, long-term forces – from AI-driven connectivity to the needs of fast-growing cities. The Infrastructure Horizons series highlights the trends and opportunities set to influence investment thinking over the decade ahead.
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White papers2026 Mid-year update: Inside Real Estate Outlook
Amid geopolitical volatility and shifting macro crosscurrents, the CRE recovery is intact - but uneven, with wider dispersion than headlines reveal. This creates a market that is ripe for alpha discovery through careful property, market, and fund selection.
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Asset Manager NewsInvestments in Dutch student housing grow to nearly €1 billion
Interest from institutional investors in Dutch student housing has increased significantly in a short period of time. In 2025, nearly €1 billion was invested in this type of housing, of which more than €400 million came from pension funds and insurers.
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White papersOld Money: How demographic change will reshape real estate
Real estate has long been anchored by two enduring principles: location and the interplay between supply and demand.
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White papersReal Estate Investment Outlook: Poised for recovery, but facing headwinds
Despite still-subdued market activity, our real estate outlook points to continued evidence of a market recovery that we expect to gather momentum into 2026, with transaction volumes and edging higher, rents being supported by constrained supply, and valuation opportunities across sectors and geographies.
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White papersGlobal real estate outlook – Edition June 2026
Middle East conflict is creating uncertainty
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White papersRenewable Infrastructure Investment: How Much Is Too Much?
Renewable infrastructure is attracting record capital—but how much is too much, and where does concentration start to hurt potential returns?
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White papersThe power of private real assets
Navigating today’s unpredictable markets means rethinking what belongs in a portfolio. Private real assets like farmland, timberland, infrastructure, and commercial real estate have quietly demonstrated staying power across decades and shifting economic cycles. Nuveen’s latest research draws on more than 30 years of data to show how these assets may improve portfolio resilience, hedge inflation, and reduce correlation to traditional investments. Explore the full paper to see what the data reveals.
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White papersExploring the Opportunity in Alternative Real Estate
Alternative real estate sectors are gaining traction. In this Q&A, Anar Chudgar explores what’s driving demand and how to underwrite these opportunities.
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White papersNew Logistics Demand Drivers offset Impact from Iran Conflict
Regardless of short-term cost pressures from the ongoing conflict in the Middle East, the long-term prime European logistics recovery is forecasted to withstand its effects and stay on track. Potential upside might come as occupiers switch their focus from just-in-time to just-in-case approach by adding more space to facilitate higher inventories.
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White papersFive forces shaping the data center investment landscape
The data center investment landscape is being shaped by five structural forces that are redefining risk, returns, and execution across the sector, click here to see them all.
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White papersHeadline ODCE returns mask a selection-driven cycle
Performance across core real estate funds, as reported by ODCE indices, improved in 1Q26, but the underlying story remains one of divergence rather than uniform recovery. Europe outperformed the U.S., though for different reasons: U.S. returns are still income-led, while Europe is increasingly benefiting from recovering capital appreciation.
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White papersSolid foundations: Delivering social value to unlock investment value
Supporting employment, skills and training opportunities for local people produces lasting social value. But it is also key to delivering long-term investment returns.
