Real Estate Research – Page 7
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White papersThe Pan-European Office Investment Market: Trends and Insights
As the values of prime offices have stabilized after decreases of 10-30 % since the peak in 20221, office values became attractive. At Edmond de Rothschild Real Estate Investment Management, we observe three main trends:
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White papersQ3 2025 Global Trends and Tactics: Real estate opportunities and risks in the current environment
Global real estate returns positive last four quarters
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White papersUnseen upside: The commercial rebound nobody called
Commercial real estate is outperforming housing, reversing a post-pandemic trend as income-driven returns continue to accelerate. This divergence is expected to persist, presenting compelling opportunities for investors.
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White papersBroad-based Logistics Demand Offers Resilience Against Tariffs
Despite the most recent reductions and pauses, tariffs triggered a spike in trade policy uncertainty. This is expected to push up supply chain pressures. European logistics occupiers are likely to further deepen their operational focus from just-in-time to just-in-case to ensure continuity. This might trigger a higher demand for logistics space.
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White papersClass Act: Redefining Student Living in Europe - Trends indicate that a new era in student housing could be taking shape in Europe.
In the recent paper Global Living Reimagined, Hines Research identified a specific opportunity emerging in the student housing market in Europe. Indeed, growth in the European privately developed, owned, and managed student housing sector (also known as Purpose-Built Student Accommodation or PBSA) over the last decade has been notable, expanding from 1.9% of total European investment activity in 2019 to 5.3% as of Q3 2024.
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White papersLeveraging the advantages of 60+ years of private real estate debt experience for clients
With 60 years of experience, private real estate debt offers tailored strategies and disciplined lending to navigate shifting market cycles.
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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 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 papersEuropean Real Estate: Shelter Amid ‘Tariff-fying’ Times?
U.S. policy uncertainty means Europe might now be going from stagnant economic laggard to a potential oasis of calm for investors. Revisions to German spending plans should help to deliver a growth boost to the bloc in 2026 and beyond.
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White papersSchroders Capital Global Real Estate Lens Q2 2025: your go-to guide to global property markets
Valuations and transaction prices have continued to stabilise and recover despite uncertainties.
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White papersSwitzerland Real Estate Outlook – Edition May 2025
Back in the low-interest environment
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White papersBuilding the future of innovation
Selecting cities for life sciences real estate in Europe
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White papersReal Estate: The Red Thread – Private Markets – Edition May 2025
On entering 2025, we expected a recovery in global real estate markets to gain momentum. The tariffs have created new uncertainty and will likely see a pause in transaction activity as investors take stock. We still expect positive returns this year, but slightly lower and driven by income. Residential looks most defensive and resilient.
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White papersWebinar replay: View from the top
Register to watch the exchange between Chad Phillips, the newly appointed Global Head of Nuveen Real Estate, and Jenny Du, Global Chief Operating Officer of Nuveen Real Estate as they discuss the future of the real estate market, the vision for the platform, and strategic growth priorities.
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White papersPublic Market Signals for Private CRE Investors: Monitoring Pricing in an Uncertain Market
In today’s volatile financial markets, private commercial real estate investors face a fundamental challenge: market opacity makes real-time pricing hard to gauge. This report argues that investors should pay closer attention to public market signals — such as corporate bond yields and short-term Treasury rates — as timely indicators of real estate pricing, even though bridging public and private markets is difficult in practice.
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White papersRewriting the rules: The rise of private real estate in an evolving market environment
In today’s evolving market landscape, private real estate is emerging as a preferred asset for institutional investors. Despite recent challenges in capital markets, real estate continues to offer notable benefits such as stable returns, inflation hedging capabilities, and diversification advantages. As debt markets thaw and transaction volumes rebound, the allocation to real estate is expected to increase, presenting opportunities for investors to establish a solid basis and add diversification to their portfolios.
