Real Assets – Page 2
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White papersInfrastructure: The Red Thread – Alternatives: Edition 2025/26
Investor sentiment toward infrastructure has shifted decisively more positive in 2025. At a time when most private market asset classes remain well below their historic fundraising peaks, global infrastructure fundraising is on track to reach a new record this year
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White papersUS real estate outlook – Edition 2025/26
Transaction activity in US commercial real estate regained some momentum in 3Q25, with deal volumes up 17.0% YoY and investment volumes at USD 125 billion for the quarter. Momentum was broad-based, with gains across office (+38%), retail (+24%), senior housing (+21%), apartment (+13%), and industrial (+8%).
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White papersAsia Pacific real estate outlook – Edition 2025/26
When the Trump administration fired off its tariff salvoes in April, Asia was on the front line. Since then, however, some of the smoke has started to clear. Although the past few months have been a volatile mix of tariff ramp-ups, retreats and trade deals, a truce of sorts appears to be holding – for now, at least.
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White papersSwiss real estate security – Edition 2025/26
After a subdued performance in 2022 and 2023, capital market transactions gained noticeable momentum in 2024. So far in 2025, more than CHF 3.4 billion has flowed into Swiss real estate funds, with nearly one-third of that amount allocated to non-listed real estate funds. Additional emissions of around CHF 750 million have already been announced by the end of the year.
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White papersSwitzerland real estate outlook – Edition 2025/26
The Swiss economy grew by 0.8% in 1Q25, driven mainly by early export activities ahead of Liberation Day. However, momentum slowed in Q2, with GDP growth at just 0.1%, though still stronger than expected.
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White papersGlobal real estate outlook – Edition 2025/26
The impact of tariffs is starting to feed through to US consumer prices, with the latest inflation print at 3.0% for September, up from 2.7% in July, but still below the 4.0% initially feared following the ‘liberation day’ announcements in April. We have yet to see the full impact of tariffs come through, with an expected one-off uptick in inflation, and there remains a constant threat of further changes to tariff levels.
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White papersLooking past the chaos: the time for European real estate debt
The global commercial real estate market has undergone a profound transformation since mid-2022. Rising interest rates and macroeconomic uncertainty have led to a significant repricing of real estate assets, with capital values correcting by approximately 20–25% across Europe, creating one of the most attractive entry points for real estate debt investment in over a decade.
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White papersQ4 2025 Global Trends and Tactics: Real estate opportunities and risks in the current environment
Discover the latest quarterly real estate market trends in our quarterly research report. Dive deeper into regional market and sector conditions to find out the tactics we incorporate into our investment decisions.
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White papersWhy investors are moving in on South Korea’s rental boom
With swelling rental demand in key Asia Pacific cities, the residential landscape continues to grow for institutional capital, providing the opportunity to help increase high quality housing supply and benefit from the attractive potential risk-adjusted returns that the sector can offer.
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White papersU.S. Core Real Estate: A New Cycle Is Emerging
Clarion believes that the U.S. commercial real estate market is embarking on a new cycle. Following a phase of re-pricing and adaptation to elevated interest rates, private real estate, as represented by the national NCREIF property index (NPI), has posted multiple consecutive quarters of stable values and positive investment performance driven by income. The cycle is underpinned by, on one hand, a potentially more favorable outlook for capital markets, as the Federal Reserve has resumed interest rate reductions. On the other hand, stabilizing and strengthening demand fundamentals, along with diminishing supply-side constraints, should further support the new cycle. Liquidity has returned to the debt markets, and investor sentiment appears to be improving, especially for the sectors that continue to demonstrate operating solidity and strength.
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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 papersUnlocking Europe’s Living Opportunity
With demand surging and institutional ownership lagging, Europe’s residential sector offers a rare opening for strategic, locally executed investments
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White papersGlobal real estate reset: Why diversification beyond the US matters
2025 is proving to be a year of strategic reorientation. As investors navigate a landscape shaped by geopolitical tension, policy volatility and recalibrated capital flows, real estate is reasserting its role as a defensive allocation, while adapting to broader structural changes reshaping the global economy.
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White papersCore Capital Reawakens: Scale & Liquidity Drive Europe’s Real Estate Reset
Core capital is driving a reset in European real estate, as investors favour scale, stability, and liquidity amid a shifting market and growing trend towards consolidation. Core capital is the lifeblood of the real estate industry and makes up the bulk of client allocations. It also provides essential exit liquidity for value-add equity and debt strategies—without core buyers, asset sales stall, capital recycling slows and the system ends up in gridlock.
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White papersU.S. Real Estate: Dispersion as a Key Market Feature
The market is shifting toward one where value is led by real estate fundamentals, but it’s important to “spend time in the tails” as structural changes introduce a broader range of potential outcomes.
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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 papersStorage Takes Centre Stage in Redefining Grid Independence
As renewable energy continues to expand, its integration into existing power systems is [1] prompting a fundamental rethink of how grids are designed and operated. What began as a peripheral technology, supported by feed-in tariffs and subsidy frameworks, is now a cornerstone of modern energy systems.
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White papersThe Global Industrial Sector (R)evolution
The logistics and industrial sectors are both benefitting from secular demand, although the drivers are shifting.
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White papersISA Portfolio View 2025
Two years ago, we released the inaugural edition of LaSalle’s ISA Portfolio View, where we discussed the art and science of portfolio construction and why it matters most when market conditions change suddenly. That was certainly true at the time of the 2024 and 2023 releases and remains so in 2025’s evolving market environment.
