All Commentary articles – Page 18
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VideoCRE Loans Are Maturing—What Happens Next?
With commercial property loans maturing amid low property values, the landscape for CRE private credit is shifting fast. As traditional lenders pull back, private credit is stepping in—but at what cost and opportunity?
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VideoTurning Uncertainty into Opportunity in today’s Real Estate Market
Listen to AEW’s CIO Mike Byrne on turning uncertainty into opportunity in today’s real estate market.
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VideoThe Role of CRE Private Credit in Today’s Market
With traditional lenders tightening and commercial real estate loans maturing, private credit is playing a growing role in the debt market. It offers an alternative source of capital, often with higher yields and structured protections.
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VideoPrivate Credit on the Rise
As private credit expands into asset-based lending, the big question is: Which market segments will banks fight to keep, and where will they step back? AEW’s latest whitepaper, Searching for Gold, explores the shifting landscape of debt opportunities.
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White papersInsurance outlook: Managing change is business as usual
Curve steepening combined with compressed equity and credit risk premia could pose a challenge for insurers, requiring skilful management of duration and risk.
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White papersArtificial intelligence: Not a bubble… yet
Artificial intelligence (AI) is the most impactful digital transformation theme since the development of the Internet. The public launch of ChatGPT in November 2022 catalysed a wave of investment and innovation that continues to build momentum. As excitement about the potential for this new technology builds toward very high expectations, investors and industry participants are questioning if we are entering a bubble. Our current conclusion is that AI is not a bubble… yet. We are carefully monitoring risks and similarities to the Internet and telecom bubble (the ‘dotcom era’).
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White papersSustainable investing in 2026: The continuing path to a more resilient future
Despite a turbulent period of sustainable investing, commitment to sustainability remains strong across Europe and Asia.
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White papersReal assets outlook: Widening investment opportunities
The logistics sector continues to lead the way within the real assets universe, in both the US and Europe. High-quality offices are seeing an improvement in pricing as the ‘return to office’ mandate gathers pace.
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White papersInvestment Outlook 2026 – The shifting investment landscape
Against a backdrop of volatile geopolitics, tariffs, and policy shifts, the global economy enters 2026 with surprising resilience.
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White papersMacroeconomic outlook: Surprisingly resilient
The global economy has proved surprisingly resilient in 2025. In the immediate aftermath of Liberation Day, the IMF forecast that the global economy would grow by 2.8% in 2025. It now expects global growth of 3.2% this year.
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White papers2026 Investment Outlook
A spirit of endurance has characterized the market rally of the past year. This looks set to persist in 2026 as the global economy transitions to a new innovation-led regime and geopolitics enters a phase of controlled disorder.
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White papersISA Outlook 2026
As we draw the curtain on 2025 and optimistically await the premiere of 2026, we can’t help but be reminded of our similarly upbeat view last year. For this year’s outlook, LaSalle’s Research and Strategy team asks: Are we stuck in a “Groundhog Day” loop in real estate markets, or is this finally the dawn of a new cycle?
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White papersU.S. power market in a period of unprecedented growth and transformation
Following nearly two decades of stagnation, power demand is now surging, with an average annual growth rate of over 1% between 2021 and 2024, and approximately 3% growth in 2024 alone. Current long-term growth expectations range from 2% to well above 3% per year; by some measures, the U.S. is expected to add the equivalent power demand of New York over the next five years.
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White papersLifting the veil on headline CRE returns: A market ripe for alpha
It posits that headline CRE return metrics may mask underlying dispersion — creating opportunities for active investors to generate “alpha” by selectively targeting under-appreciated assets in a changing macro and financing environment.
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White papersInfrastructure gains ground as investors seek steady private market returns
Rising tensions in globalisation and constraints to public and lending markets are enabling private capital to become a key driver of resilient, long-term infrastructure investment.
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White papersUS corporate earnings season nears close
For the quarter ended 30 September 2025, over 81% of companies beat earnings expectations led by the information technology, consumer staples, and financial sectors. This is well above the historical average and the second-best since the last quarter of 2021. Along with some other factors, these earnings boosted sentiment in the stocks markets which have continued their ascent this year.
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White papers2025 Annual Sustainability Report
Now in its second year as a combined publication, IFM’s 2025 Annual Sustainability Report brings together the UK Stewardship Code submission, Climate Change Report, and Sustainable Business Report into one integrated document, offering a clear view of our sustainability approach, actions, and impact.
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White papersTen things you’ve always wanted to know about real estate debt … but were afraid to ask
On November 5, LaSalle hosted a live broadcast where we discussed Ten things you’ve always wanted to know about real estate debt … but were afraid to ask. As it turned out, we had more than ten questions put to our panel, and we have summarized them below.
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White papersThe investment case for impact in infrastructure debt
Infrastructure debt is uniquely well positioned to deliver sustainability and impact objectives – and to align strong sustainability outcomes with the potential for resilient, long-term returns.
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White papersThe Great Global Restructuring
How AI, trade, the US debt and dollar outlook are reshaping the investment landscape.
