Content (83)
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White papersGlobal Trends and Tactics: Real estate opportunities and risks in the current environment
Discover the latest quarterly real estate market trends in our quarterly research report. Dive deeper into regional market and sector conditions to find out the tactics we incorporate into our investment decisions.
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White papersKey themes for 2025: Riding the real estate recovery
The painful reset of private real estate seems to be in the rearview mirror, and we expect 2025 to be a good vintage for real estate investment.
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White papersReal estate investment enters a new era
Alternative sub-sectors offer unique demand drivers and the potential to outperform core real estate sectors.
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White papersIs real estate in recovery mode?
Following two years of cumulative losses, global real estate returns turned positive in the second quarter, suggesting a budding recovery in the asset class. In the era of low interest rates, real estate values were flying high. Globally, quarterly total returns reached 5.0% in Q4 of 2021 and 17.8% year-over-year in the subsequent quarter, according to the MSCI Global Quarterly Property Index – figures that were well above long-term averages. The tightening cycle that followed more than unwound those gains, with values now back to 2018 levels.
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White papersTransition to a low carbon economy powers growth
Awareness and expectations surrounding sustainability and the need to transition to a low carbon economic model are maturing globally, driving demand and creating new investment opportunities.
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White papersHow does an aging population impact real estate?
Globally, life expectancy is increasing, creating a growing demographic of senior citizens (those aged 65 and over). At the same time, working age populations (those aged between 15 and 64) are stalling in some countries, and even expected to decrease.
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White papersAddressing climate impacts and nature loss through real assets
The effects of climate change are a megatrend on a global scale, influencing the expected risk-return profile of real assets investments and the opportunity set for investors. The increasing frequency and severity of physical climate hazards, as well as nature loss resulting from changing ecosystems requires new ways of thinking about financial risk and return in real assets investments.
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White papersTransforming urbanization
Urbanization promises greater prosperity for an increasing share of the world’s population. And yet it historically is associated with widened income inequality and degrading the natural environment.
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White papersBeyond bricks: Innovation is driving the future of real estate
While market turbulence will likely continue in 2024, we believe select real estate opportunities will continue to present compelling investment opportunities. Real estate portfolios that allocate to alternative property types and are focused on large-scale trends could benefit from enhanced diversification and superior resiliency.
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White papersRedefining real assets: Megatrends and their impact on investment strategies
Demand for real assets is underpinned by megatrends which persist throughout market cycles, allowing investors to develop forward-looking investment strategies with confidence. These long-term, structural changes increasingly drive the demand and supply of real assets – natural capital, real estate and infrastructure.
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White papersRedefining real assets: The Megatrends series
Demand for real assets is underpinned by megatrends which persist throughout market cycles, allowing investors to develop forward-looking investment strategies with confidence. Megatrends play out slowly and are inherently difficult to disrupt. But over the last few years we have seen a period of unprecedented change.
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White papers2024 Trends and Tactics: Real estate opportunities and risks in the current environment
Discover the latest real estate market trends in our quarterly research report. Dive deeper into regional market and sector conditions to find out the tactics we incorporate into our investment decisions.
