Content (6)
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White papersISA Briefing: Climate risk in practice: Regional, market and asset-level views
Recognition has grown substantially in recent years that climate risk can shape real estate investment outcomes. This owes to an increasing frequency and severity of loss events, surging insurance premiums, improving data availability and a mounting reporting burden driven by regulations.
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White papersISA Briefing: US migration trends and (U)rbanization
In the past decade, the urbanization narrative in the United States has shifted from the “rebirth of cities” to the “rise of the suburbs.”1 What are the drivers of this shift, and how does it impact real estate? In this ISA Briefing, we tackle these questions and share our outlook for how future dynamics could impact migration and urbanization trends.
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White papersISA Outlook 2024: North America – healing … gradually
In the North America chapter of ISA Outlook 2024, we discuss how our key global themes apply in the context of the United States and Canada. Property markets in both countries spent much – if not most – of 2023 wondering when the US and Canada would hit their peak rates. At the time of writing, the answer to that question remains uncertain.
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White papersFourth quarter private real estate returns move negative
US private real estate returns went negative in Q4 2022 as the impact of higher interest rates continued to ripple through to market pricing and appraised values. This trend is expected to continue through the first half of 2023 with stability projected to return later in the year.
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White papersPrivate real estate appreciation moves negative as re-valuation starts
US private real estate returns weakened considerably in 3Q 2022 as higher interest rates continued to have a major impact on market pricing and appraised values. This trend is expected to continue in the remainder of 2022 and into the opening quarters of 2023. This is leading to a dramatic slowdown in returns from the record levels seen less than a year ago.
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White papersNCREIF review and outlook: Q1 2022
Stellar private real estate returns continue; but poised to decelerate
