All Investment Strategies articles – Page 2
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PodcastHow will real estate lending navigate today’s geopolitical uncertainty?
Our research team’s latest ISA Quick Take: The Iran war, four weeks on, examines the conflict’s impact from a global real estate perspective.
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Asset Manager NewsAchmea Real Estate raises nearly € 1.2 billion for investments in the Dutch real estate market
Achmea Real Estate has raised nearly € 1.2 billion in new investment capital so far this year. Most of this capital comes from clients looking to expand their investments in residential real estate further. Of this amount, € 65 million will be invested in the Achmea Dutch Residential Fund. New mandates have also been received by the healthcare real estate fund and the retail fund.
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White papersHolding Onto Assets Is Now an Opportunity Cost
In a recent interview with IPE Real Assets, Nick Pink argues that investors who keep waiting for better conditions risk missing strong current opportunities in European real estate, where high quality assets are still achieving solid pricing and the cost of delaying could lead to lost value and diminished returns.
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WebinarWebinar replay: Europe’s value-add moment
European real estate has repriced, and for disciplined investors, that kind of reset has historically been where the best opportunities are found. In just 15 minutes, three of Nuveen’s real assets leaders make the case for why now may be the right moment to lean in, and what a value-add approach looks like in practice across Europe’s evolving market. Watch the replay to hear their thinking and what it could mean for your portfolio.
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White papersWhy 2026 is a pivotal moment for U.S. self-storage investment
After years of correction and normalization, the U.S. self-storage sector is showing all the hallmarks of an early-cycle recovery. Supply is at its tightest in over a decade, property values have stabilized following a significant repricing period, and a recovering housing market could unlock a new wave of demand.
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White papersDiscipline will determine success in today’s market
Real Asset Insight CEO Questionnaire with Annette Kröger
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White papersNavigating Structural Uncertainty with Discipline
After a turbulent period, real estate markets have absorbed a significant amount of pain. We believe 2026 will be defined by structural uncertainty and a return to fundamentals. Predicting interest rates remains complex, so underwriting will need to prioritize income quality over speculative cap rate compression.
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White papersReal estate recapitalisations: navigating dislocation and unlocking value
Our real estate outlook points to immediate opportunities following a significant pricing correction – and this market dislocation is also creating new and potentially compelling access points for assets with balance sheet or funding challenges.
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White papersReal Estate Investment Outlook: the recovery is underway
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 edging higher, rents being supported by constrained supply, and valuation opportunities across sectors and geographies.
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PodcastFrom Bricks to Bytes: The New Frontiers in Real Estate Investment
Real estate is transforming - fast. Operational intensity, and the rise of new sectors like data centers, life sciences and social infrastructure are reshaping the investment landscape.
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White papersHow macro factors could shape real estate performance – and why investors should care
A new academic paper finds that five key macroeconomic variables explain much of the performance of US real estate strategies. Understanding how these relationships shift through the cycle can help position portfolios for long-term success.
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White papersInvestment strategies for the new market cycle
Trends in the institutional real estate markets. The sentiment of institutional investors is improving. While recently mainly opportunistic and risk-taking players were active, the larger group of conservatively oriented and risk-averse institutional real estate investors is slowly returning to the markets.
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White papersOut of office? Not quite.
This summer I visited an office campus in Italy where the business philosophy had been put into daily practice. The gym was packed at lunch, classes spilled into the courtyards, and the canteen served wellness on tap. People looked like they wanted to be there. In the stale debate about the office’s fate, that is the only verdict that matters.
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White papersISA Briefing: The emergence of land-driven logistics real estate
The what, why and how of Industrial Outdoor Storage (IOS)
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White papersReturning to the foundations of infrastructure investing
In recent decades, infrastructure investing has emerged as a preferred strategy for investors seeking long-term, stable returns. The growing recognition of the importance of infrastructure in the modern economy, combined with its intrinsically strong characteristics, has propelled infrastructure investments to the forefront of the private equity investment landscape. However, this popularity has, in some ways, diluted the original intent of infrastructure investing.
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White papersLiberation or Aberration: What’s Shaping the Value-Add Opportunity in European Real Estate?
Uncertainties remain on the horizon—but this is extending an already attractive value-add opportunity to invest at the start of a new property cycle.
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White papersIn Focus - Energy transition infrastructure: Three key areas of opportunity
In our previous white paper, we made the case for a concentrated focus on the energy transition for private infrastructure allocations. Among other things we highlighted the uncorrelated returns and differentiated risk premia these assets can deliver to portfolios – and the potential for this to drive outperformance as the global journey to net zero progresses.
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White papersThe future of investment in seniors housing
As financial markets grow increasingly complex and data-driven, alternative asset managers must continuously innovate to maintain a competitive edge. This evolution is particularly important in the Seniors Housing sector, where demographic trends, operational challenges, and regulatory requirements require sophisticated investment strategies.
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White papersIs a Functional Approach to Outsourcing the Way Forward?
CFOs and finance leaders are under growing pressure to reduce administrative costs while managing increasingly complex operations. Since 2008, the financial landscape has changed significantly. Portfolios have become more diversified, the number of funds and Special Purpose Vehicles (SPV) has increased, and regulatory requirements have expanded. At the same time, investors demand greater transparency and faster reporting, while fund managers require more detailed financial projections, budgets, and scenario analyses to navigate market uncertainties.
