Content (23)
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White papers
2024 Global Outlook: Changing the Narrative
Dr. Peter Hayes, Global Head of Investment Research, uses the recently published Global Outlook report as a backdrop to discuss how investors should think about constructing a resilient, growth-driven portfolio for the next cycle and why the outlook for 2024 is compelling.
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White papers
Four Compelling Reasons to Diversify with Private Real Estate Credit
Commercial mortgage loans (CMLs) represent a private alternative asset class that offer attractive attributes to complement traditional fixed income portfolios.
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White papers
2023 Global Outlook: Finding Value After The Great Reset
The past 18 months have been something of a wild ride for global real estate investment markets. As a relatively small part of the global financial landscape, the reality that has played out is that real estate values are vulnerable to major fluctuations in the global cost of capital.
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White papers
Global Data Centers: The Resilience of Digitalization
While the COVID-19 pandemic caused the largest economic shock in generations, it led to a significant increase in the mass adoption of advanced technologies. As we highlighted in our previous paper, the use of technologies that enabled remote working, distance learning and online entertainment and shopping resulted in unprecedented increases in global internet traffic and data volume.
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White papers
2022 Global Outlook
We identify opportunities that stand to benefit from universal, long-lasting themes that act as pillars of demand growth and support long-term NOI growth potential.
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White papers
Investment Research - Trends for 2022
As worrying new COVID-19 variants emerge, the pandemic is still far from over, while concerns about higher inflation and rising market interest rates persist. Nevertheless, the backdrop for real estate markets in 2022 is one of transition to a new phase of recovery and expansion.
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White papers
A Bird’s Eye View of Real Estate Markets - Estimating the Size of Real Estate Markets Around the World
The investment case for holding a portfolio of international real estate remains compelling. The diversification benefits alone make the case as countries grow and evolve in different ways and at different rates. Even in the presence of global shocks such as the COVID-19 pandemic, countries are impacted differently and recover differently.
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White papers
A Rising Private Asset Class: Core+ Real Estate Debt
Institutional portfolios have been increasing allocations to global real estate (RE) core+ debt, often via a private fund investment vehicle.
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White papers
2021 Global Outlook - A Crisis Brings Opportunity
Out of a crisis comes opportunity. Given our assessment of the outlook for global and regional real estate markets, we identify the following opportunities as being among the most attractive on a risk-adjusted basis over the next 12 months.
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White papers
U.S. Agriculture & Timber Market Update 2021
The National Council of Real Estate Investment Fiduciaries, or NCREIF, Farmland Index (NFI) ended 2020 with a total market value of $12.3 billion — an increase of 7.9% over year-end 2019. The farm properties comprise 904 row crop properties with a market value of $7.4 billion and 280 permanent planting properties with a market value of $4.9 billion.
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Asset Manager News
PGIM Real Estate commits to global net zero carbon operations
PGIM Real Estate has committed to reduce operational carbon emissions of its global portfolio of managed properties to net zero by 2050. This commitment aligns to the Urban Land Institute’s (ULI) Greenprint Center for Building Performance Net Zero Carbon goal. PGIM Real Estate is the real estate investment business of PGIM, the $1.5 trillion global investment management businesses of Prudential Financial, Inc. (NYSE: PRU).
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White papers
Global Data Centers: Getting Connected With a Niche Sector
The COVID-19 pandemic has caused the largest economic shock in generations. Significant disruption across all segments of the economy has resulted in severe recessions globally.