All Investment Strategies articles
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White papersWhere Conviction Meets Selection: Finding Value in a Market of Diverging Real Estate Outcomes
A perspective on why investment selection, not broad sector exposure, may define the next phase of alternative real estate investing.
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White papersWhy Australia - The Lucky Country: A Global Safe Haven
We are pleased to present the third edition of the Why Australia report. This qualitative and quantitative analysis explores Australia’s fundamental drivers influencing the outlook of Australia’s commercial real estate (CRE) sector and its resilience as a ‘global safe haven’.
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White papersWhy Real Estate Debt & Why Now?
Commercial mortgages offer similar benefits as private debt along with the security and optionality of real estate equity. Amid a wave of refinancing needs and lower bank activity, non-bank lenders are finding stronger structures and better pricing opportunities.
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White papersUBS Asset Management: Exploring value creation across real estate markets and strategies
In this article, we look at ways investors might generate higher returns from real estate and at the current opportunities for doing so. We also review the factors we think investors must consider when managing the risk of these investments.
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White papersFive forces shaping the data centre investment landscape
Demand is accelerating. Supply is constrained. Execution is everything. For investors seeking exposure to one of real estate’s most compelling structural growth themes, data centres continue to stand out.
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White papersThe sharp focus on asset selection through the lens of AI
What is the most significant impact of AI on today’s real estate sector? Investors must now assess every opportunity through an AI lens. While traditional criteria remain absolutely fundamental…
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Asset Manager NewsEdmond de Rothschild REIM launches new value-add strategy for European light industrial & logistics and appoints Niek van Genugten as Fund Manager
The strategy will target light industrial assets, which offer a yield premium over big-box logistics while benefiting from structurally constrained supply and greater reversion potential. The core principle is to generate alpha through active asset management delivered by local teams across strong European markets.
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White papersThe rise of rentership
For decades, the traditional path for many Americans followed a familiar progression: rent early in adulthood, purchase a starter home, and eventually trade up as income and family needs evolved. Today, that pathway is becoming increasingly difficult to follow. Rising housing costs, limited affordability, demographic changes, and evolving lifestyle preferences are reshaping how Americans access housing and, in many cases, extending the period during which they rent.
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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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Asset Manager NewsMapletree targets total investment value of US$2.1 billion for its Emerging Asia logistics development strategy, secures US$500 million in commitments for first close
Mapletree Investments Pte Ltd (“Mapletree” or “the Group”) has secured over US$500 million in equity commitments for the first close of its Emerging Asia logistics development strategy.
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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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White papersFrom Repricing to Relevance
Commercial real estate is entering a new phase. Artificial intelligence and geopolitical volatility are reshaping how physical space is used and valued.
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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 papersThe Scarcity Advantage: 2026 Midyear Outlook
Over the past several years, investors have spent considerable time debating growth, inflation, rates, geopolitics, and technology. Increasingly, the challenge across markets has not been finding demand, but delivering the supply needed to meet it.
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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.
