All Investment Strategies articles
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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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InterviewInterview with Michael Bütter and Karim Esch
Interview with Michael Bütter, Chairman of the Management Board, and Karim Esch, Chief Investment Officer and Member of the Management Board of Union Investment Real Estate GmbH
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People NewsDeA Capital Real Estate appoints Emiliano Ranati as new CEO and Managing Director
DeA Capital Real Estate announces that it has appointed Emiliano Ranati as the manager to lead the asset management company. Ranati has twenty years’ experience in the finance and real estate sectors, as well as in the organisation and management of human resources, gained in complex and institutional settings.
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White papersInnovation through imitation - Using the full toolbox for smarter infrastructure investing
Innovation in infrastructure investment models – particularly co-investments – is helping institutional investors close allocation gaps in this fast-growing asset class.
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White papersWhen data actually changes decisions in farmland
Private markets can be opaque, and farmland is no exception. Data is often incomplete, uneven and shaped by local conditions that do not fit neatly into a model.
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White papers2026 Mid-year update: Inside Real Estate Outlook
Amid geopolitical volatility and shifting macro crosscurrents, the CRE recovery is intact - but uneven, with wider dispersion than headlines reveal. This creates a market that is ripe for alpha discovery through careful property, market, and fund selection.
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White papersOld Money: How demographic change will reshape real estate
Real estate has long been anchored by two enduring principles: location and the interplay between supply and demand.
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White papersReal Estate Investment Outlook: Poised for recovery, but facing headwinds
Despite still-subdued market activity, our real estate outlook points to continued evidence of a market recovery that we expect to gather momentum into 2026, with transaction volumes and edging higher, rents being supported by constrained supply, and valuation opportunities across sectors and geographies.
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VideoISA Focus: The Affordable opportunity
Affordable Housing: A Core-Plus Opportunity Addressing Critical Market Needs
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White papersNo place like home: The case for living sector real estate
As demographics, undersupply and shifting preferences converge, the living sector is becoming a key area of opportunity within private market allocations.
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White papersExploring the Opportunity in Alternative Real Estate
Alternative real estate sectors are gaining traction. In this Q&A, Anar Chudgar explores what’s driving demand and how to underwrite these opportunities.
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White papersNew Logistics Demand Drivers offset Impact from Iran Conflict
Regardless of short-term cost pressures from the ongoing conflict in the Middle East, the long-term prime European logistics recovery is forecasted to withstand its effects and stay on track. Potential upside might come as occupiers switch their focus from just-in-time to just-in-case approach by adding more space to facilitate higher inventories.
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White papersFive forces shaping the data center investment landscape
The data center investment landscape is being shaped by five structural forces that are redefining risk, returns, and execution across the sector, click here to see them all.
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White papersHeadline ODCE returns mask a selection-driven cycle
Performance across core real estate funds, as reported by ODCE indices, improved in 1Q26, but the underlying story remains one of divergence rather than uniform recovery. Europe outperformed the U.S., though for different reasons: U.S. returns are still income-led, while Europe is increasingly benefiting from recovering capital appreciation.
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White papersValue-add real estate and the speed of forgetting
The built environment is having to adapt more quickly than it once did. Technology, tighter regulation and higher capital costs have shortened the lifespan of established property formats. Noura Tan, together with Robert Balick and Frédéric Laurent, Managing Partners at BauMont Real Estate Capital, M&G’s European value-add real estate business, examine how value-add investing is being redefined as cycles shorten and why building portfolios around more than one market story is becoming increasingly important.
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Asset Manager NewsHeitman Launches Core-Plus Self-Storage Investment Strategy
Heitman LLC (“Heitman”), a global real estate investment management firm, today announced the launch of a core-plus strategy focused on self-storage assets across the United States.
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White papersBetter together: Unlocking stronger results across the housing sector
U.S. housing isn’t a monolithic market—but a complex ecosystem segmented by geography, income and demographics.
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Asset Manager NewsBarings Targets Europe Deals With €2BN of Dry Powder
Barings is preparing for Europe’s next real estate cycle with c.€2bn of equity capital to deploy, focusing on residential and logistics where fundamentals remain strong. As values reprice and supply stays constrained, the firm sees growing opportunity for disciplined, selective deployment across Europe.
