All Real Estate articles
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White papersWhere Conviction Meets Selection: Finding Value in a Market of Diverging Real Estate Outcomes
A perspective on why investment selection, not broad sector exposure, may define the next phase of alternative real estate investing.
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Asset Manager NewsHines Announces Next Generation Leadership to Build on Global Real Assets Momentum
Adam Hines to join Laura Hines-Pierce as Co-CEO; David Steinbach named President; Alfonso Munk named Global CIO
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White papersReal Estate Outlook – Switzerland, Edition 2H26
Geopolitical uncertainty and higher energy prices continue to weigh on the global environment, while rising government debt and growing capital requirements for AI infrastructure have put further upward pressure on long-term interest rates.
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White papers2026 Full Year Results
We use our expertise to access, deploy, manage and invest equity to create value and generate superior returns for our investor customers
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White papersWhy Australia - The Lucky Country: A Global Safe Haven
We are pleased to present the third edition of the Why Australia report. This qualitative and quantitative analysis explores Australia’s fundamental drivers influencing the outlook of Australia’s commercial real estate (CRE) sector and its resilience as a ‘global safe haven’.
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White papers(Re-)Industrial Demand Drivers
In the latest issue of the AFIRE Summit Journal, Lincoln Janes explores the reindustrialization of the U.S. economy, examining how reshoring, AI infrastructure investment and increased defense spending are creating new sources of industrial real estate demand.
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PodcastGlobal Real Estate Opportunities for Insurers
As banks pull back and valuations shift, opportunities are emerging across both real estate debt and equity. Greg Eudicone joined the InsuranceAUM.com podcast to discuss how real estate has become increasingly selective and why active management is critical to identifying opportunities across sectors and markets.
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White papersWhy Real Estate Debt & Why Now?
Commercial mortgages offer similar benefits as private debt along with the security and optionality of real estate equity. Amid a wave of refinancing needs and lower bank activity, non-bank lenders are finding stronger structures and better pricing opportunities.
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Asset Manager NewsDeA Capital Real Estate, Invesco Real Estate and Banque des Territoires expand their student housing platform with two new Île-de-France developments, taking the portfolio to over 2,000 beds
Paris, 29 September 2026 – DeA Capital Real Estate, Invesco Real Estate and Banque des Territoires are continuing to expand their student housing platform in France with the acquisition of two former office properties in Issy-les-Moulineaux and Boulogne-Billancourt, which will be transformed into purpose-built student accommodation.
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White papersUBS Asset Management: Exploring value creation across real estate markets and strategies
In this article, we look at ways investors might generate higher returns from real estate and at the current opportunities for doing so. We also review the factors we think investors must consider when managing the risk of these investments.
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White papersThe operating edge: how AI is accelerating value creation in student housing
Investor attention in purpose-built student accommodation (“PBSA”) has understandably centered on the underlying real estate, given the sector’s strong performance. Yet PBSA is, at its core, an operating business wrapped in real estate.
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White papersWhat investors still get wrong about European retail parks
There are estimated to be more than 5,000 institutional-grade retail parks across Europe, representing an investible universe approaching €100 billion. By any measure, this is a significant real estate sector.
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White papersFive forces shaping the data centre investment landscape
Demand is accelerating. Supply is constrained. Execution is everything. For investors seeking exposure to one of real estate’s most compelling structural growth themes, data centres continue to stand out.
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White papersThe sharp focus on asset selection through the lens of AI
What is the most significant impact of AI on today’s real estate sector? Investors must now assess every opportunity through an AI lens. While traditional criteria remain absolutely fundamental…
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Asset Manager NewsCharter Hall secures new capital partnership with Tokyo Tatemono and UBS Asset Management
Charter Hall Group is pleased to announce it has established a new investment partnership with Tokyo Tatemono Co. and UBS Asset Management, on behalf of their clients, for a portfolio of high-quality Industrial & Logistics assets across Australia’s east coast with an end value of $1.2 billion.
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White papersThe rise of rentership
For decades, the traditional path for many Americans followed a familiar progression: rent early in adulthood, purchase a starter home, and eventually trade up as income and family needs evolved. Today, that pathway is becoming increasingly difficult to follow. Rising housing costs, limited affordability, demographic changes, and evolving lifestyle preferences are reshaping how Americans access housing and, in many cases, extending the period during which they rent.
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White papersBeyond the rate cycle
Global real estate is entering a new era following a significant repricing driven by higher interest rates. While valuations have adjusted, property market fundamentals in many sectors are strengthening, and early signs of a recovery have emerged across global markets.
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Asset Manager NewsMapletree targets total investment value of US$2.1 billion for its Emerging Asia logistics development strategy, secures US$500 million in commitments for first close
Mapletree Investments Pte Ltd (“Mapletree” or “the Group”) has secured over US$500 million in equity commitments for the first close of its Emerging Asia logistics development strategy.
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White papersMapping the U.S. Manufacturing Buildout
Two distinct forces have helped boost demand for industrial real estate in the U.S. The first is a cyclical recovery in occupier demand from traditional industrial users, including goods manufacturers and e-commerce and retail companies.
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White papersU.S. CRE Cycle Monitor: 2Q26 – Recovery Intact
In our mid-year 2026 Global CRE Outlook, we argued that the CRE cycle remains intact despite geopolitical volatility and shifting macro crosscurrents. Our five-signal marketer barometer, that we introduced in May 2026, suggests that the conditions for a sustained momentum remain in place in 2Q26. No single signal is sufficient on its own, but their alignment and sequencing make a compelling case for the direction of commercial real estate.
