All Listed Markets & REITs articles
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White papersInfrastructure Horizons 2026
Global infrastructure is being redefined by powerful, long-term forces – from AI-driven connectivity to the needs of fast-growing cities. The Infrastructure Horizons series highlights the trends and opportunities set to influence investment thinking over the decade ahead.
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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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Asset Manager NewsRedevco publishes its 18th Responsible Investment Report
Redevco has published its 2025 Responsible Investment Report, the 18th edition of its annual sustainability reporting. Titled Building on our Foundations, the report reflects Redevco’s ongoing efforts to further embed sustainability into its systems, processes and organisational culture.
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White papers2026 Europe - Specialty Residential, Sector Update
Residential performance in 2025 remained robust in 2026. The sector continues to be characterised by strong operational performance, with occupancy remaining high and positive rental growth across key target markets.
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White papers2026 Europe - Life Sciences, Sector Update
The life sciences industry in the UK has transformed in the last few years. The growth of the sector has been supported by the requirements for medical advancements, improving therapies and technologies, and strong capital investment. With these factors driving the sector forward, real estate requirements have also evolved alongside the growth of occupiers in this space.
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Asset Manager NewsAPPF Commercial and Charter Hall reach agreement on Sydney CBD assets
Australian Prime Property Fund Commercial (APPF Commercial), a fund managed by Lendlease, has entered into a process with Charter Hall on a series of transactions across the Spring and O’Connell Street precinct in Sydney’s CBD. The transactions reflect continued depth of capital and strong demand for well-located office assets and will be conducted in two phases
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White papersLending standards hold steady, with early easing at large banks
The Federal Reserve’s newly released Senior Loan Officer Opinion Survey for April reinforces our view that the CRE lending environment is stable and, in fact, selectively easing, even amid a more volatile macro backdrop. While the headline result points to largely unchanged lending standards, the underlying detail tells a more constructive story.
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White papersReal estate fundamentals remain intact amid geopolitical noise
Geopolitical risk has intensified, but markets are signaling volatility rather than systemic stress, which matters for commercial real estate. So far, the impact has flowed through commodity prices, not a repricing of long-term rates or broader financial conditions, helping preserve valuation support for income-oriented assets.
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People NewsHeitman Welcomes Scott Barsky as Senior Vice President in Client Service & Marketing Group
Heitman LLC (“Heitman”), a global real estate investment management firm, is pleased to announce the appointment of Scott Barsky as Senior Vice President in the Client Service & Marketing group.
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Asset Manager NewsIPUT Real Estate releases third report in its long-term placemaking study, ‘Making Impact’
IPUT Real Estate (‘IPUT’), Dublin’s leading property investment company, has published the third annual report in its five-year ‘Making Impact’ social impact study. This innovative project is one of the world’s first ever studies to value the impact of placemaking on a city neighbourhood over a long-term time horizon.
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White papersREIT market perspectives December 2025
This outlook provides a broad assessment of listed real estate (REIT) market dynamics for December 2025, positioning REITs as a targeted real-estate exposure that can complement traditional equity and fixed-income allocations.
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Asset Manager NewsIPUT Real Estate lets a further 14,000 sq ft at No. 3 Dublin Landings; on track to let 130,000 sq ft of prime workspace in 2025
IPUT Real Estate (‘IPUT’), Dublin’s leading property investment company, announces that it has completed leasing 80,000 sq ft at No. 3 Dublin Landings in Dublin’s North Docklands. 14,000 sq ft has been let by TELUS Digital, a leading customer experience and digital solutions provider on a long-term lease.
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VideoGlobal REITs Update – Q3 2025
In our video update for the 3rd quarter of the 2025 calendar year, Portfolio Manager, Julian Campbell-Wood covers key developments in the Global REIT sector and market insights, including:
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White papersGlobal Infrastructure Equity
Listed infrastructure equity is playing an increasingly important role in a diversified equities’ portfolio
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White papersWhy REITs Can Escape Trade Uncertainty
In our 2025 Global Outlook Report, we identified one of the year’s defining challenges for investors: navigating an increasingly complex and volatile macroeconomic environment. Now, as we approach midyear, those concerns have not only materialized-they’ve intensified.
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White papers2024 Global Public Real Estate Outlook Report
We believe REIT share prices are ready to take off in 2024 after patiently awaiting their turn on the runway for the better part of two years.
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White papersREITs 101: Unlocking the Value of Public Real Estate
In our last research article, titled “The Current Opportunity in REITs” we posited that REITs may have reached an inflection point after several years of underperformance. Building on that view, this article delves deeper into the fundamental reasons for investing in REITs, emphasizing the advantages of this unique asset class such as income generation, diversification, and inflation protection. We also touch on the role of active management within the REIT space, highlighting how it can potentially outperform passive strategies, particularly in today’s climate of economic volatility and sector-specific opportunities.
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White papersCRE Debt Outstanding is up… and an opportunity
CRE debt rose to $4.81 trillion in Q1 2025, supported by strong lending activity and conservative structures. With attractive yields and steady refinancing demand, the asset class offers compelling opportunities.
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White papersWhere resilient performance meets stability
Private real estate delivers strong performance while providing the stability investors crave
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White papersREITs: Real yield sensitivity creates strategic opportunity
In 2025, as real yields fluctuate and economic growth slows, listed REITs are emerging as a strategic opportunity. Their strong inverse correlation to real yields and attractive valuations position them as a compelling option for investors seeking resilience and diversification.
