Content (36)
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White papers2025 Mid-year update: Inside Real Estate outlook
Commercial real estate is steadily recovering in mid-2025, supported by stronger debt markets and rising income returns. Key opportunities lie in sectors like data centers, residential, and healthcare, where fundamentals remain solid.
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White papersThe winners and losers of the bifurcated housing market
U.S. housing markets are becoming increasingly polarized: regions with abundant inventory face sluggish demand and price normalization, while commercial real estate benefits from attractive income-driven returns under improved financing conditions.
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White papersLeveraging the advantages of 60+ years of private real estate debt experience for clients
With 60 years of experience, private real estate debt offers tailored strategies and disciplined lending to navigate shifting market cycles.
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White papersSurging office lending
Office lending jumped 42% in early 2025, signaling renewed confidence. Banks and insurers led the rebound despite lingering sector challenges.
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White papersCommercial real estate lending standards stable amid volatility
CRE lending standards stayed stable in early 2025, supporting a gradual recovery. Steady yields are helping offset capital pressures and boost investor confidence.
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White papersREITs: Real yield sensitivity creates strategic opportunity
In 2025, as real yields fluctuate and economic growth slows, listed REITs are emerging as a strategic opportunity. Their strong inverse correlation to real yields and attractive valuations position them as a compelling option for investors seeking resilience and diversification.
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White papersBeyond DeepSeek: AI disruption and the implications for real estate
In the first instalment of our Artificial Intelligence & Real Estate Series, we introduced a framework to analyze the impact of the rising adoption of AI technologies on the commercial real estate environment. We also warned that as the AI revolution remains in its infancy, investors should brace for unanticipated breakthrough advancements that are difficult to predict and precisely time. Indeed, over the past month, a pivotal leap took place, intensifying the competition for AI industry leadership and market dominance.
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White papers2025 Global Listed Infrastructure Annual Outlook
Five reasons to buy GLI in 2025. As we turn the page to a new year, the long-term risk and return profile of GLI continues to support its inclusion in portfolios. Read our full 2025 outlook.
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White papersPrivate Infrastructure: 2025 Outlook
We expect record levels of activity for both private infrastructure equity and debt investors in 2025, primarily focused on the following key themes: surging demand for AI, higher focus in regional energy security and continuance of the energy transition. Get an in-depth look, including sector outlooks for Energy, Power, Digital, Transport, and Social Infrastructure.
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White papersPoised for growth: 2025 Inside Real Estate Outlook
We feel that the long-awaited turning point has arrived for commercial real estate.
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White papersFront runners: The property types more likely to benefit from rising AI adoption
In the first installment of our artificial intelligence (AI) and real estate series, we introduce a framework to analyze the impact of the rising adoption of AI technologies on the commercial real estate environment.
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White papersEvolving data center sustainability and the role of the capital partner
Data center sustainability practices continue to evolve as forward-thinking data center providers continue to innovate new ways to mitigate their impact.
