Real Estate Research
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White papers2025 Europe Senior Housing Sector Update
The senior housing sector is benefitting from record levels of occupancy and strong income growth, which is beginning to attract a greater array of capital to the sector.
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White papers2025 Europe Self Storage Sector Update
The self storage sector in the Europe continues to see strong fundamentals, with strong rental growth and stable occupancy despite a marked increase in supply reflecting demand for the sector
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White papersHarrison Street 2025 Europe Outlook
Europe’s Inflation Story: Significant Progress Has Been Made but Risks Remain
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White papersCold Storage: A Niche Property Heating Up
The cold storage sector was viewed as a non-institutional property type for most of the last century, but that view has changed in the last 15 years. Institutional capital began to gravitate toward the sector in a meaningful way beginning in the early 2010s, and that process has accelerated in recent years. Since 2015, cold storage transactions accounted for only 0.4% of total commercial real estate investment activity in dollar terms.
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White papersHow a core-plus strategy may enhance your portfolio
Principal Real Estate has been investing in commercial real estate (CRE) for more than 60 years and in core-plus real estate for over 20 years. Having experienced numerous market cycles in that time, we believe CRE values have largely adjusted for the current cycle, setting the stage for an attractive entry point for private equity investors.
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White papersThe Still-Compelling Opportunity in U.S./Mexico Border Industrial Markets
Despite the looming headwinds that could impact global trade, there are still reasons for optimism on the outlook for U.S./Mexico trade—which suggests the opportunity in border port industrial markets remains attractive.
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White papersThe office renaissance: Adapting to a new era
Multiple trends are currently influencing the office sector, such as working from home. While the author wrote part of this article from home, it was finished in the office, emphasizing the office’s role as an important venue for cross-fertilization. This is unlikely to change even though most work can be done remotely.
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White papersISA Briefing: Elections everywhere, all at once: Geopolitics and risk
Roughly 60% of the world’s population lives in countries facing major elections in 2024, markets representing 65% of the institutional investable real estate universe. Elections are, of course, the cornerstone of the democratic process, which in turn underpins the appeal of the most transparent, investable markets; that said, elections come with the possibility of policy changes that may impact returns.
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White papersIf you want peace: How European real estate investors can respond to new geopolitical realities
In December 2024, we wrote, that “if regional procurement increases, European defense contractors will likely need to expand their manufacturing capabilities, which may include a larger real estate footprint.”
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White papersFour-quadrant report - March 2025
This report offers a clear view of U.S. commercial real estate through the four-quadrant framework. It highlights how economic, political, and market trends are impacting public and private equity and debt, with a summary of current conditions and key investment themes.
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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 papersAdapting to economic trends in real estate
IREI article – A closer look at the European real estate market and the 5 Ds: debt, deglobalization, demographics, decarbonization, and digitalization
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White papersArchitectural Firms Pension Fund significantly expands mandate in Achmea’s healthcare property fund
Amsterdam, 18 March – The Architectural Firms Pension Fund (‘Pensioenfonds voor de Architectenbureaus’) has given Achmea Real Estate’s Achmea Dutch Healthcare Property Fund (ADHCPF) a new mandate of 58 million euros. This is in addition to the first mandate of €47.5 million with which the pension fund joined the healthcare property fund in 2009.
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White papersNavigating real estate cycles
IREI article on leasing and interest rate cycles and how they may impact real estate opportunities
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White papersFour ways to potentially enhance returns through leverage
Successfully utilizing leverage to enhance returns requires deep expertise. As a top-ten global real estate manager with $22 billion in real estate debt AUM and 60+ years of experience, Principal Real Estate knows how to make leverage work. With $124 billion in transactions over the past decade, we help optimize returns.
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White papersGlobal Living Reimagined
The current housing supply shortage and affordability crisis is very real—and it’s also global. By Hines’ estimates, the global housing market across a group of key developed economies that Hines Research analyzes tells us that we need a net 6.5 million housing units to meet current demand. This lack of supply has caused a global affordability crisis, putting many major markets out of reach for potential homebuyers. One important and potentially unexpected outcome has been a pronounced global proclivity to rent: Over 80% of households in the developed economies we analyzed were in country markets showing clear momentum for renting over buying.
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White papersOpportunities in UK commercial real estate: Navigating a rebounding market
As we’ve previously discussed, the UK commercial real estate market is showing promising signs of recovery, making it an attractive option for investors. According to our newest forecast, various segments within the market are expected to deliver robust returns driven primarily by local supply and demand dynamics rather than yield compression.
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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.
