All Asset Allocation articles
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White papersGeographic diversification in global real estate
Real estate remains misunderstood by investors accustomed to liquid markets. Its relatively opaque nature demands deep geographical knowledge; long timelines and trading costs may reward a long-term view.
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White papersHow investors are looking to private markets investments to balance resilience and opportunity
Investors remain committed to private markets, but the environment in which capital is being allocated is becoming increasingly complex.
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White papersHousing demand does not stop at the border
Institutional investors looking beyond their home market can now turn to Bouwinvest. The international expertise it built for bpfBOUW, the pension fund for the Dutch construction industry, is now open to other investors as well.
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White papersUK Real Estate: Talking Points October 2026
A concise quarterly snapshot of current real estate market trends.
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White papersCRE transaction volumes rise again in September 2026
Real Capital Analytics’ newly published third-quarter CRE transaction volumes showed a sharp acceleration in activity, with headline volumes rising +89% year-over-year to $263.7 billion. While the magnitude of the increase was driven in part by several large portfolio- and entity-level transactions (which accounted for 54% of quarterly volume), the data nonetheless point to continued improvement in market liquidity and investor activity.
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White papersThe case for UK retail parks
Retail parks are uniquely positioned at the intersection of three structural forces: value-oriented consumer behaviour, demand for convenience, and a constrained supply pipeline. We assess the outlook for one of the UK’s most structurally supported real estate sub-sectors.
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White papersWhere Conviction Meets Selection: Finding Value in a Market of Diverging Real Estate Outcomes
A perspective on why investment selection, not broad sector exposure, may define the next phase of alternative real estate investing.
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Asset Manager NewsHines Announces Next Generation Leadership to Build on Global Real Assets Momentum
Adam Hines to join Laura Hines-Pierce as Co-CEO; David Steinbach named President; Alfonso Munk named Global CIO
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White papersWhy Australia - The Lucky Country: A Global Safe Haven
We are pleased to present the third edition of the Why Australia report. This qualitative and quantitative analysis explores Australia’s fundamental drivers influencing the outlook of Australia’s commercial real estate (CRE) sector and its resilience as a ‘global safe haven’.
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White papersWhy Real Estate Debt & Why Now?
Commercial mortgages offer similar benefits as private debt along with the security and optionality of real estate equity. Amid a wave of refinancing needs and lower bank activity, non-bank lenders are finding stronger structures and better pricing opportunities.
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White papersCommercial real estate under higher inflation and interest rates
Why the interaction between inflation and real rates matters more than either variable alone
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White papersBeyond the rate cycle: A new era for global real estate
Global real estate is entering a new era following a significant repricing driven by higher interest rates. While valuations have adjusted, property market fundamentals in many sectors are strengthening, and early signs of a recovery have emerged across global markets. Against this backdrop, investors are increasingly focused on income generation and long-term rental growth rather than relying on falling interest rates to drive returns.
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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 papersFrom Repricing to Relevance
Commercial real estate is entering a new phase. Artificial intelligence and geopolitical volatility are reshaping how physical space is used and valued.
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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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WebinarThe case for thinking beyond home markets
Register to watch the webinar replay of Nuveen Real Estate’s Head of European Research, Angela Goodings, Head of European Debt, Christian Janssen, and Fund Manager of the European Cities Strategy, Andrew Rich, for an in-depth discussion on the compelling case for building a multi-regional real estate portfolio.
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White papersBeyond the runway: How airports manage through rising jet fuel prices
Amid renewed geopolitical tensions in the Middle East, energy markets remain volatile. Jet fuel is more expensive, airlines are starting to face increased costs, and clients are asking what it means for airport assets. While a potential path to peace may emerge, this does not change the fundamentals of airport operations.
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White papersGeographic diversification in global real estate
Welcome to our second article in The Real Advantage Series , Nuveen’s thought leadership series designed with investors like you in mind. We’ve taken the questions we hear most from our clients and turned them into in-depth insights across real estate, farmland, and timberland — asset classes where Nuveen has long been a trusted voice.
