Content (47)

  • Inside Real Estate – Annual Strategy Outlook for 2020

    White papers

    Inside Real Estate – Annual Strategy Outlook for 2020

    2020-03-09T13:28:00Z

    The global economy has entered a phase of synchronized, slower growth, where an uncertain geopolitical environment and a weakened manufacturing sector have diminished its ability to withstand shocks. However, as dark as the potential storm clouds may be, we believe that the global economy has more going for than against it and assign a high probability (70%) that the expansion remains intact over the next 12 months.

  • Novel coronavirus impact on U.S. commercial real estate

    White papers

    Novel coronavirus impact on U.S. commercial real estate

    2020-03-05T09:43:00Z

    As a leading investor in all four quadrants of commercial real estate, Principal Real Estate Investors is uniquely positioned to assess relative value across the market. With heightening concerns regarding the spread of the novel coronavirus, we wanted to share our current thoughts on the potential impact on U.S. commercial real estate markets. The story is continuing to evolve.

  • Quality Growth and Defense for an Uncertain Marketplace

    White papers

    REITs: Quality Growth and Defense for an Uncertain Marketplace

    2020-01-09T09:52:00Z

    Late-cycle investing is often a challenging time for investors and asset allocators. As the longest U.S. business cycle on record marches ahead, many investors wonder how best to position their portfolios for optimal outcomes. In this brief, we offer both tactical and strategic reasons for an allocation to REITs to capitalize on the steady growth, diversification and defensive attributes they offer in today’s uncertain market.

  • Capitalizing on an inefficient market

    White papers

    Capitalizing on an inefficient market - The case for active REITs

    2019-10-28T16:33:00Z

    When it comes to choosing ‘active’ versus passive management in REITs, the proof of ‘why active’ is in the results. 

  • A case for commercial mortgage-backed securities

    White papers

    A case for commercial mortgage-backed securities

    2019-10-24T15:40:00Z

    Years of accommodative central bank policy and slow economic growth have pushed yields down and asset values up. Mounting growth concerns and a transitioning global economy will only add to the challenges for investors.

  • Why REITs, why Principal?

    White papers

    Why REITs, why Principal?

    2019-10-07T13:45:00Z

    Since their establishment in the U.S. decades ago, publicly traded REITs have offered investors the combined benefit of commercial real estate investment along with the advantages of investing in publicly traded stocks. REITs have grown in size, impact and market acceptance around the world. REITs, REOCs, and other real estate stocks own or operate trillions in real estate assets across all major global markets.

  • A 360° view of global real estate

    White papers

    A 360° view of global real estate

    2019-08-29T09:24:00Z

    Access the full spectrum of today’s commercial real estate investment opportunities with Principal Real Estate Investors. We provide the reach, research, and returns you need to meet your investment goals.

  • a compelling case for real estate development

    White papers

    A compelling case for real estate development

    2019-08-27T16:03:00Z

    In a world fueled by easy monetary policy, commercial real estate has held its own compared with other asset classes.

  • Sustaining the expansion – the Fed cut and what it means for real estate

    White papers

    Sustaining the expansion – the Fed cut and what it means for real estate

    2019-08-16T14:31:00Z

    After weeks of anticipation, speculation and growing confidence on monetary easing, the Federal Reserve (Fed) cut its benchmark short-term interest rate by 25 bps at its July meeting.

  • Commercial & multifamily mortgage loan investments: An integral part of a fixed income asset allocation strategy

    White papers

    Commercial & multifamily mortgage loan investments: An integral part of a fixed income asset allocation strategy

    2019-07-25T15:12:00Z

    In an era of low returns and high financial market volatility, core commercial and multifamily mortgage loan investments provide fixed income investors an appealing mix of strong relative value, low credit risk, and diversification benefits within a larger fixed income portfolio.

  • Private Real Estate Debt

    White papers

    Private Real Estate Debt

    2019-07-25T14:53:00Z

    The potential for enhanced risk-adjusted returns late in the cycle

  • Sector series: Impact of demographic dynamics on the multifamily landscape

    White papers

    Sector series: Impact of demographic dynamics on the multifamily landscape

    2019-06-26T13:35:00Z

    Of the main property sectors, multifamily remains highly sought after by investors. Fundamentals are currently healthy with vacancy rates in equilibrium. Rent growth is tracking well ahead of broader inflation.