Content (79)

  • prin3

    White papers

    U.S. Real Estate Sector Report

    16 April 2025

    The U.S. office real estate market shows early signs of recovery, with selective opportunities emerging despite ongoing challenges.

  • AdobeStock_51349670_PFG

    White papers

    How a core-plus strategy may enhance your portfolio

    10 April 2025

    Principal Real Estate has been investing in commercial real estate (CRE) for more than 60 years and in core-plus real estate for over 20 years. Having experienced numerous market cycles in that time, we believe CRE values have largely adjusted for the current cycle, setting the stage for an attractive entry point for private equity investors.

  • prin2

    White papers

    2025 REIT market perspectives and a look ahead

    9 April 2025

    In 2025, global markets are grappling with heightened volatility amid trade tensions and geopolitical uncertainties. Amidst this turbulence, listed REITs have demonstrated notable resilience, outperforming broader equity markets and offering investors a compelling opportunity for diversification and steady income.

  • Screenshot 2025-04-10 at 17.17.08

    White papers

    Four-quadrant report - March 2025

    31 March 2025

    This report offers a clear view of U.S. commercial real estate through the four-quadrant framework. It highlights how economic, political, and market trends are impacting public and private equity and debt, with a summary of current conditions and key investment themes.

  • Principal Real Estate (North America)

    White papers

    Four ways to potentially enhance returns through leverage

    11 March 2025

    Successfully utilizing leverage to enhance returns requires deep expertise. As a top-ten global real estate manager with $22 billion in real estate debt AUM and 60+ years of experience, Principal Real Estate knows how to make leverage work. With $124 billion in transactions over the past decade, we help optimize returns.

  • DC AI

    White papers

    How data center developers are powering AI

    13 February 2025

    Demand for power has never been higher—nor supply more constrained. Here’s how data center developers are getting the watts they need.

  • Screenshot 2025-02-06 at 11.45.18

    White papers

    Unpacking the $2 trillion wall of maturities

    6 November 2024

    We believe it’s a good time for credit. One reason is a favorable imbalance between demand for capital (which is high) and supply (which is constrained, as traditional lenders have continued to pull out of the commercial real estate market).

  • Screenshot 2025-02-06 at 11.48.11

    White papers

    Filling the Real Estate Funding Void

    30 October 2024

    Real estate loan volumes are down. That’s creating opportunities for private lenders and investors alike.

  • Screenshot 2025-02-06 at 11.52.36

    White papers

    What’s after “higher for longer?”

    17 October 2024

    We explore whether interest rates are likely to stay higher for longer or revert to the mean—and the impact it could have on real estate credit returns.

  • Screenshot 2024-10-16 at 17.33.22

    White papers

    Four-quadrant report

    16 October 2024

    Insight into U.S. commercial real estate opportunities. Impact of economic, political, and investment trends on the four quadrants of real estate.

  • Screenshot 2025-02-06 at 11.54.58

    White papers

    Core and core-plus real estate: Enhancing diversification in institutional portfolios

    14 October 2024

    As global economic growth is anticipated to stabilize and expand, commercial real estate is poised to recover following a difficult period of pricing correction. Investors should consider core and core-plus strategies to enhance their real estate portfolios.

  • Screenshot 2025-02-06 at 11.59.32

    Research Report

    U.S. Real Estate Sector Report – Fall 2024

    11 October 2024

    Stay ahead in real estate with our U.S. sector report. Discover market trends and sector performance in U.S. commercial real estate.