Content (17)
-
White papersPutting the September selloff in U.S. listed REITs into perspective
We’ve argued over the course of this year that markets presented attractive entry points for listed real estate. Recent declines in listed REIT valuations, driven by macroeconomic uncertainty, do not alter this view.
-
White papersHow will AI shape the real estate investing landscape?
Artificial Intelligence is a transformative technology that we believe will be a net positive for real estate, though it has the potential to create both winners and losers across the investing landscape.
-
White papersEssential assets: The case for listed infrastructure
Investors’ search for diversification and inflation protection has put a spotlight on infrastructure, made brighter by massive public investment programs and the accelerating transition to a digitized, decarbonized economy.
-
White papersRecent CRE transactions signal listed REIT strength
Listed REITs are now in a position to provide liquidity to the broader commercial real estate market.
-
White papersThe role of real assets in today’s investment landscape
The market is pricing a rapid return to low and stable inflation. Supply-side risks threaten those expectations and heighten the attractiveness of real assets.
-
White papersPrivate real estate entry points emerging amid selloff
A 12-year investment cycle fueled by historically low rates is coming to an end as private real estate reprices
-
White papersAs private real estate sells off, conviction in listed REITs grows
Recent market events support our belief that favorable entry points are emerging for global listed REITs
-
White papersThe commercial real estate debt market: Separating fact from fiction
Recent stress in the banking sector is not a systemic commercial real estate (CRE) debt problem, and the risk of loss to lenders likely will be smaller than many believe.
-
White papersWhat the energy transition means for infrastructure investing
The energy transition is providing numerous infrastructure opportunities as the world moves from hydrocarbons to renewable energy.
-
White papersWhy we see favorable entry points emerging for REITs
Listed REITs have likely priced in a recession; Our analysis points to a recovery next.
-
White papersPrivate and listed infrastructure: The case for a complete portfolio
Investors appear to be struggling to deploy capital to meet existing allocation goals due to the challenges managers face in putting money to work in the private infrastructure market.
-
White papersRecession and the roadmap for listed and private real estate
We see an economic backdrop that will create an opportunity for strong vintage returns for both listed and private real estate. Both cyclical and secular shifts are likely to create investment opportunities, and we think allocating across both private and listed real estate will be critical.
