Content (75)
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White papersFour ways to potentially enhance returns through leverage
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.
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White papersHow data center developers are powering AI
Demand for power has never been higher—nor supply more constrained. Here’s how data center developers are getting the watts they need.
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White papersUnpacking the $2 trillion wall of maturities
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).
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White papersFilling the Real Estate Funding Void
Real estate loan volumes are down. That’s creating opportunities for private lenders and investors alike.
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White papersWhat’s after “higher for longer?”
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.
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White papersFour-quadrant report
Insight into U.S. commercial real estate opportunities. Impact of economic, political, and investment trends on the four quadrants of real estate.
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White papersCore and core-plus real estate: Enhancing diversification in institutional portfolios
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.
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Research ReportU.S. Real Estate Sector Report – Fall 2024
Stay ahead in real estate with our U.S. sector report. Discover market trends and sector performance in U.S. commercial real estate.
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White papersREITs: On course for a recovery
The onset of the Federal Reserve’s rate cutting cycle is expected to serve as a major catalyst for REITs, boosting valuations as discount rates fall. Historically, REITs have outperformed during similar economic conditions, and sectors with resilient, long-term cash flows are attractive today. Investors seeking real estate exposure should see this period as a compelling opportunity to benefit from REITs’ liquidity and potential for cap rate compression.
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White papersAttractive opportunities for diversification with private real estate credit
Historically, the best performing investment vintages have often followed periods of distress and volatility. Commercial real estate has experienced a significant downturn since the Federal Reserve (Fed) started raising interest rates in the spring of 2022. However, in our view, the stage is now set for real estate credit to generate attractive income returns with favorable risk tailwinds.
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White papersPerspectives: Listed REITs - Fall edition
Property sectors with lower economic sensitivity and resilient, structurally-driven demand should outperform amidst the prospect of an economic slowdown
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White papersWhy it’s (still) a good time to invest in private real estate credit
We believe it’s a good time for debt. Benefits include diversification—a lack of correlation to other asset types— as well as returns comprised primarily of income, attractive relative value, and equity cushion to absorb asset stress due to unexpected events. Given current market opportunities, private real estate credit looks particularly attractive today.
