Content (276)
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White papersReal Estate Outlook – Switzerland, Edition 2H26
Geopolitical uncertainty and higher energy prices continue to weigh on the global environment, while rising government debt and growing capital requirements for AI infrastructure have put further upward pressure on long-term interest rates.
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White papersBeyond the rate cycle
Global real estate is entering a new era following a significant repricing driven by higher interest rates. While valuations have adjusted, property market fundamentals in many sectors are strengthening, and early signs of a recovery have emerged across global markets.
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White papersAlts Alpha: Seeking out higher returns
The global real estate investment landscape is undergoing a significant transition. Following an extended period of ultra‑low interest rates, higher financing costs and more attractive fixed income yields have reshaped the risk‑return dynamics facing investors. In this environment, generating higher returns from real estate increasingly requires a selective, flexible and opportunity‑driven approach.
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White papersGlobal real estate outlook – Edition June 2026
Middle East conflict is creating uncertainty
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White papersReal Estate Outlook – Switzerland, Edition 1H26
The year 2025 was marked by a high degree of economic policy uncertainty, as the US import tariffs placed a noticeable burden on export‑oriented economies such as Switzerland. With the start of 2026, geopolitical risks have come to the forefront. The conflict in the Middle East has driven commodity markets into extreme volatility and has heightened concerns about stagflation. Europe is feeling these effects very acutely, which is dampening the expected economic recovery.
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White papersThe power of co-investment
Roundtable with Thomas Roche-Toussaint and other industry experts on secondaries with Private Equity International
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White papersStepping up a gear: Top 10 questions on real estate markets in 2026
2025 was a year of significant uncertainty, fueling recessionary fears and caution in investing. Global economic and geopolitical uncertainty led to market volatility. This year, we begin by reviewing the impact and how the real estate market is being affected.
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White papersSwiss real estate security – Edition 2025/26
After a subdued performance in 2022 and 2023, capital market transactions gained noticeable momentum in 2024. So far in 2025, more than CHF 3.4 billion has flowed into Swiss real estate funds, with nearly one-third of that amount allocated to non-listed real estate funds. Additional emissions of around CHF 750 million have already been announced by the end of the year.
