All Asset Allocation articles
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White papersThe break-up specialist the market needed
For a decade, portfolio transactions were considered the most efficient way to liquidate large German residential portfolios. Over that period, Max Seil proved the opposite – building the only German advisory platform capable of executing this alternative on an institutional scale, at institutional speed and with institutional governance standards.
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White papersCompeting in Europe and the benefits of scale
Europe stands at the beginning of a long investment super-cycle. Energy transition, digital infrastructure buildout, reshoring of industrial capacity, and a generational renewal of logistics real estate represent capital requirements running into the trillions…
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White papersSocial infrastructure in Europe: where resilient income meets long-term societal need
Across Europe, demographic change and persistent undersupply in housing, healthcare and education are reshaping both how societies function and how investors think about resilience. As populations age, urban centres expand and public resources come under increasing pressure, social infrastructure is moving further into focus.
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White papersAlternative living: a strategic growth market in Europe
Across Europe, alternative living concepts are evolving from niche offerings into a fully recognised institutional asset class. Formats such as student housing, senior residences, micro living, serviced apartments and co living are now integral to long term real estate strategies.
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White papers2026 Europe - Specialty Residential, Sector Update
Residential performance in 2025 remained robust in 2026. The sector continues to be characterised by strong operational performance, with occupancy remaining high and positive rental growth across key target markets.
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White papers2026 Europe - Senior Housing, Sector Update
The European senior housing sector continues to benefit from extremely strong levels of demand. Occupancy remains at record levels (93%) and income growth remains in the high single digits in our high conviction markets of the UK, Spain, Germany and France. These dynamics are attracting a record level inflow of capital to the sector, with existing investors remaining expansionary and new investors entering the market.
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White papers2026 Europe - Life Sciences, Sector Update
The life sciences industry in the UK has transformed in the last few years. The growth of the sector has been supported by the requirements for medical advancements, improving therapies and technologies, and strong capital investment. With these factors driving the sector forward, real estate requirements have also evolved alongside the growth of occupiers in this space.
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White papersPowering Europe Energy Security
In an era of heightened geopolitical tension, delivering flexible energy systems is now the most credible path to sovereignty, explains Sosteneo’s Federica Gallina
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White papersUK Real Estate: Talking Points April 2026
Welcome to Columbia Threadneedle Investments’ concise quarterly snapshot of current real estate market trends, using transparent market data to summarise key implications for asset allocation and performance prospects.
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Asset Manager NewsCharter Hall partners with Mitsubishi Estate Asia to develop 40,000sqm state-of-the-art industrial & logistics facility in Melbourne’s core inner-west
Charter Hall Group (Charter Hall or the Group) is pleased to announce that it has established a joint venture (JV) partnership between its $14 billion flagship industrial & logistics fund, CPIF, and Mitsubishi Estate Asia (MEA), investing through its affiliated entity, MEC Oceania Investment Pty Ltd.
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Asset Manager NewsCPIF welcomes Amazon as major tenant customer at Flagstone Logistics Estate in Brisbane
Charter Hall Prime Industrial Fund (CPIF), together with the Charter Hall Group are pleased to announce that it has partnered with Amazon within its Flagstone Logistics Estate (Flagstone or the Estate), joining Bunnings and DATS as a major tenant customer at the premium industrial & logistics estate in North Maclean, Queensland.
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Podcast2026: A Mega-Cap IPO Odyssey? SpaceX, OpenAI, and What’s Next in the Private-to-Public Pipeline
For years, some of the most consequential companies in technology have stayed private far longer than historical norms — growing to public-company scale without ever listing a share.
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White papersWhere real estate meets infrastructure: The evolution of data center investing
Discover our examination of how data centers have evolved from a niche real estate sector into a critical, infrastructure‑like asset class, driven by cloud computing, AI, and global digitalization. Our analysis highlights the structural demand tailwinds, power and supply constraints, and investment implications shaping data center markets today.
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Asset Manager NewsBlueberry acquisition strengthens permanent crop platform
The Kempen SDG Farmland Fund has taken another deliberate step in developing a long term platform built around productive farmland and high quality crops. The acquisition of the Pan American and Othello blueberry farms in the Pacific Northwest adds depth to the portfolio and strengthens the Fund’s position in a region known for reliable fruit production and strong local expertise. Together, the farms cover about 312 planted hectares and 405 hectares in total across Oregon and Washington.
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White papersNew real estate cycle: Why opportunities are opening up again for institutional investors
Interview with Wolfgang Kessler and Michael Kammerzell from Union Investment Institutional Property GmbH
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White papersReal Estate Outlook – Switzerland, Edition 1H26
The year 2025 was marked by a high degree of economic policy uncertainty, as the US import tariffs placed a noticeable burden on export‑oriented economies such as Switzerland. With the start of 2026, geopolitical risks have come to the forefront. The conflict in the Middle East has driven commodity markets into extreme volatility and has heightened concerns about stagflation. Europe is feeling these effects very acutely, which is dampening the expected economic recovery.
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White papersThe shift in how the world sees farmland: An asset that sits between categories
Investment categories tend to last longer than the conditions that created them. Real estate, infrastructure and private markets were shaped in a period when natural systems felt predictable and globalisation appeared steady. Those assumptions carried portfolios for decades.
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WebinarC-PACE in focus: Market dynamics & investment trends
The rate environment is shifting, private credit headlines are swirling, and opportunistic investors are quietly repositioning — so where does that leave real estate lending? Nuveen Green Capital’s CEO and CIO sits down for a candid conversation about what the data is actually signaling and how C-PACE financing is emerging as a surprisingly versatile tool in today’s market. watch the replay of this webinar and see how it all comes together through a live transaction walkthrough.
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White papersHolding Onto Assets Is Now an Opportunity Cost
In a recent interview with IPE Real Assets, Nick Pink argues that investors who keep waiting for better conditions risk missing strong current opportunities in European real estate, where high quality assets are still achieving solid pricing and the cost of delaying could lead to lost value and diminished returns.
