Real Estate Research – Page 4
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White papersReal Estate Outlook – Switzerland, Edition 2H25: Swiss real estate once again the safe haven
The global environment in 2025 is characterized by heightened uncertainty. Geopolitical tensions, notably the Russia-Ukraine war, the ongoing conflict in Gaza, and the return of Donald Trump as US President in November 2024, have all contributed to increased economic and trade policy uncertainty.
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White papersRELI’s return: Why real estate long income (RELI) has a growing fanbase
After falling out of favour following the 2022 UK mini-budget crisis, real estate long income is making something of a comeback. Fund managers Renos Booth and Kris McPhail explain why it is starting to attract interest from a variety of investors.
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White papersStronger European and U.S. sentiment: Fundamentals lead the way
Investor sentiment in both Europe and the U.S. continues to improve, reflecting stronger leasing activity, moderating inflation, and greater confidence in the sector’s fundamental recovery.
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White papersReconciling Prime Market and Fund-level Returns
The strong long-term correlation between our usual European prime market returns and European fund-level returns provides a solid basis for testing whether we can use prime market returns to project fund returns.
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White papersBuilding the future of innovation: Selecting cities for life sciences real estate in Europe
In the rapidly advancing realm of biotechnology and pharmaceuticals, life sciences real estate is more than bricks and mortar – it’s the enabler of innovation. Investors venturing into this specialized asset class are essentially betting on ecosystems that need real estate to grow. Think of it as the skeleton that keeps the muscles in place and the body as a whole standing. There are certain strategic parameters that can be used to select the right European cities for life sciences real estate investments. This must then be woven in with external push and pull factors that are forcing companies in the life sciences sector to adjust when it comes to their real estate footprint.
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White papersPower Play: The Emerging Powered Land Opportunity
Hines Research estimates that 40,000 acres of powered land—almost 2 billion square feet— are needed to support current projections for data center growth over the next five years. Understanding where specific pockets of opportunity are likely to emerge next is critical.
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White papersMIM U.S. Housing Chartbook September 2025
Housing supply is tight in the Midwest and Northeast; inventory is building up in the Sun Belt
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White papersPerspectives Financial Markets
Perspectives Financial Markets provides comprehensive coverage of the latest financial market developments, offering in-depth analysis of global trends and market developments.
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White papersPerspectives Economics
Perspectives Economics provides monthly updates from our research team, offering comprehensive analysis of global economic trends, policy developments, and macroeconomic indicators.
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White papersAlternative opportunities 2025: outlook and methodology | USD | Q2 update
We remain neutral on how we’re allocating risk within our alternatives portfolio due to elevated downside growth risks, high equity valuations, and benign capital markets activity. In general, we’re more defensive, favoring private debt and hedged strategies versus private equity.
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White papersSchroders Capital Global Real Estate Lens Q3 2025: your go-to guide to global property markets
Improvements in pricing, valuations and deal activity are evident but have moderated given geopolitical uncertainties.
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White papersSingle-sector real estate funds outperform in Europe
Single-sector European real estate funds outperformed diversified peers in 2Q25, with income driving returns and Europe forecast to outpace the U.S. in 2025.
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White papersJapan senior living – Capitalizing on structural trends
Japan has emerged as one of the top three commercial real estate markets in the world, as a result of structural economic reforms, monetary expansion and flexible fiscal policy.
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White papersIlliquidity premia in private debt: Q2 2025
In our latest private markets deep dive, our research team crunches the data to see how evolving macro conditions are reflected in private debt returns.
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White papersInvesco Real Estate Closes on Over $2 Billion of Loan Commitments across North America and Europe in H1 2025, Significantly Outpacing H1 2024 Activity
Invesco Real Estate, the $88 billion global real estate investment platform of Invesco Ltd., ramped up its lending activity in the first half of 2025 with loan commitments across North America and Europe totalling $2.3 billion in committed capital across 30 unique loans. This volume demonstrates the team’s continued momentum and a surge in activity, more than doubling the firm’s H1 2024 global origination volume.
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White papersExploring non-fund investments in private real estate
Heightened market volatility and macro uncertainty present both risks and opportunities. Adverse economic cycles, market dynamics, and geopolitical shifts weigh down property values and rental income. When these risks and liquidity constraint persist, market dislocations often lead to compelling opportunities.
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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 papersSteady returns, strong foundations: The case for commercial real estate debt
Commercial real estate debt delivers attractive, steady yields—powered by healthy pricing, rising lender market share, and strong loan maturities. Open-ended CRE debt funds offer about 7.4 % annualized returns with low volatility, providing solid income and diversification in today’s elevated rates environment.
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White papersTop 5 reasons to consider an allocation exposure to direct real estate
Investors today are re-evaluating risk and reward in their portfolios. Real estate can fulfill a need for stability, diversification, performance, and yield, in a world starved of income.
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White papersWhy real estate credit amid continued trade policy uncertainty and U.S. debt concerns?
Real estate credit offers resilient income amid U.S. trade policy uncertainty and rising debt concerns, supported by floating rates, faster amortization, and equity cushions. Strong fundamentals in sectors like multifamily and industrial further reinforce its stability for investors.
