All Real Estate articles
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White papersConsensus Indicators signal a K-shaped recovery in both Europe and the U.S.
InREV, the European Association for Investors in Non-Listed Real Estate Vehicles, recently published their Consensus Indicator for March 2026, revealing that sentiment remains positive but is moderating amid rising geopolitical and interest rate pressures.
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Asset Manager NewsCharter Hall partners with Mitsubishi Estate Asia to develop 40,000sqm state-of-the-art industrial & logistics facility in Melbourne’s core inner-west
Charter Hall Group (Charter Hall or the Group) is pleased to announce that it has established a joint venture (JV) partnership between its $14 billion flagship industrial & logistics fund, CPIF, and Mitsubishi Estate Asia (MEA), investing through its affiliated entity, MEC Oceania Investment Pty Ltd.
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Asset Manager NewsCPIF welcomes Amazon as major tenant customer at Flagstone Logistics Estate in Brisbane
Charter Hall Prime Industrial Fund (CPIF), together with the Charter Hall Group are pleased to announce that it has partnered with Amazon within its Flagstone Logistics Estate (Flagstone or the Estate), joining Bunnings and DATS as a major tenant customer at the premium industrial & logistics estate in North Maclean, Queensland.
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White papersREITs at new highs: Early expansion, not the end of the cycle
New market highs are often mistaken for late-cycle signals, but history suggests they more often mark the end of the beginning, not the beginning of the end. And in real estate market cycles, highs tend to occur not when risk is peaking, but when a prior valuation reset, early recovery dynamics, and strengthening fundamentals start to align.
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White papersWhere real estate meets infrastructure: The evolution of data center investing
Discover our examination of how data centers have evolved from a niche real estate sector into a critical, infrastructure‑like asset class, driven by cloud computing, AI, and global digitalization. Our analysis highlights the structural demand tailwinds, power and supply constraints, and investment implications shaping data center markets today.
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Asset Manager NewsImpact fund Achmea Real Estate acquires 128 homes in Bilthoven for sustainability upgrade
Achmea Real Estate has acquired 128 apartments in Bilthoven on behalf of the Achmea Dutch Residential Impact Fund (ADRIF), with the ambition of making them more sustainable over the coming years. Tenants can expect enhanced living comfort and lower energy costs. This marks the first acquisition by the impact fund, which was established last year.
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White papersAnalyzing the wall of maturities: The plural of anecdotes is not data
The so-called “wall of maturities” is a perennial source of investor anxiety: will refinancing risk create a wave of defaults? Given nearly $900bn of loans maturing in 2026 and more than $2tn coming due over the next three years, that concern is understandable. However, the experience of recent maturities suggests outcomes have been far less dire than feared and offers a useful roadmap for what lies ahead.
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White papersNew real estate cycle: Why opportunities are opening up again for institutional investors
Interview with Wolfgang Kessler and Michael Kammerzell from Union Investment Institutional Property GmbH
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Asset Manager NewsAchmea Real Estate delivers outperformance across the board for clients
Achmea Real Estate delivered returns in 2025 across all its real estate funds and client portfolios (separate accounts) that exceeded the MSCI benchmarks*. All client portfolios recorded clear outperformance.
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White papersU.S. Industrial Real Estate Rent Drivers: From the E-Commerce Era to the Automation Era
Over the past decade, the rise of e-commerce and evolving supply chain dynamics drove significant shifts in industrial real estate demand. In the mid-2010s, the need for fast delivery to individual consumers and businesses made convenient locations and particular construction features even more desirable.
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Asset Manager NewsAchmea Real Estate raises nearly € 1.2 billion for investments in the Dutch real estate market
Achmea Real Estate has raised nearly € 1.2 billion in new investment capital so far this year. Most of this capital comes from clients looking to expand their investments in residential real estate further. Of this amount, € 65 million will be invested in the Achmea Dutch Residential Fund. New mandates have also been received by the healthcare real estate fund and the retail fund.
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White papersHolding Onto Assets Is Now an Opportunity Cost
In a recent interview with IPE Real Assets, Nick Pink argues that investors who keep waiting for better conditions risk missing strong current opportunities in European real estate, where high quality assets are still achieving solid pricing and the cost of delaying could lead to lost value and diminished returns.
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White papersPrivate credit and real asset debt: resilience through rate normalisation
Private credit, commercial real estate (CRE), infrastructure debt, and middle market direct lending have proved resilient across most rate regimes because performance is anchored in structure, cashflow durability, and disciplined underwriting - not in the direction of policy rates.
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White papersCommercial real estate: Early-cycle advantage as investors reevaluate private credit
Commercial real estate (CRE) is drawing renewed attention as investors reassess allocations amid rising concerns about the durability of private credit returns. Slowing earnings growth, elevated leverage, and tighter refinancing conditions have raised questions about the performance trajectory of some private credit strategies…
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VideoInvestor takeaways from today’s volatile and rapidly shifting private markets environment
Private Markets 700 research shows that institutional investor return expectations are increasing, regulation, geopolitics, and megatrends are reshaping infrastructure allocations and value add infrastructure opportunities are growing, as infrastructure appetite trends upwards.
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White papersFive themes shaping global real estate in 2026: European investors’ perspectives
European investors are navigating a more attractive entry point into global real estate as repricing stabilizes and capital markets gradually improve. Structural themes such as logistics demand, demographic shifts, and sustainability are expected to shape allocation decisions heading into 2026.
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White papersCommercial real estate in the age of AI
Artificial intelligence is poised to reshape commercial real estate by increasing demand for data centers, digital infrastructure, and energy-intensive facilities. At the same time, AI-driven analytics could improve property management, leasing strategies, and operational efficiency across real estate portfolios.
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