All Real Estate articles
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White papers2025 Global Public Real Estate Outlook Report
In last year’s outlook report, we anticipated that REITs were on the verge of takeoff in 2024. By summer, REITs hit the inflection point we were anticipating, and investor sentiment improved significantly towards the asset class. However, more cautious commentary during the Federal Reserve’s December meeting around future rate cuts led to a sharp market pullback in the final weeks of 2024. Despite this, global REITs ended the year with a mid-single-digit positive return.
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White papersStrong comeback of the European retail markets
GRAI 1/2025 confirms the positive trend in the first quarter of 2025. The EU-15 Index, compiled by Union Investment and GfK, reached a new high of 115 points, reporting further growth in seven European countries. However, trade tariffs and weakening GDP growth may have a temporary negative impact on trade.
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White papersThe “One Big Beautiful Bill Act” and implications for commercial real estate
The “One Big Beautiful Bill Act” (OBBA), which was signed into law on July 4, 2025, preserves and, in many cases, strengthens the tax advantages of owning U.S. commercial real estate (CRE), both equity and debt. These provisions have the combined impact of lowering taxable income while increasing cash on cash returns and net operating cash flow. Additionally, section 899 (which was expected to have negative implications for foreign investment in the U.S., given its retaliatory tax measures) was removed from the final bill. Bottom line, the final bill is widely viewed to have net positive implications for the U.S. commercial real estate market.
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White papersAre REITs the safe haven asset amid border tensions?
Amid tariff-related volatility, certain assets like cell towers and triple-net lease REITS are well positioned to outperform equities, suggests Hazelview
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White papersChicago Multifamily: Fundamentals Outpacing Perceptions
Nationally, commercial real estate total returns declined by an average of 3.4% annually from the 2022 peak through 1Q 2025 (Exhibit 1), primarily due to the Federal Reserve’s rate hikes. While these macro headwinds have affected all markets, our attention is now shifting to local supply-and-demand fundamentals, which will increasingly determine performance. In this context, Chicago’s multifamily sector stands out: After years of underperformance, it now appears poised to close — and potentially reverse — its valuation gap relative to peers.
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White papersMegaTRENDs: Why TRENDs matter for investing in private markets
A set of megatrends is reshaping the world, creating new opportunities and risks for investments in private markets.
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White papersGlobal Real Estate Outlook Mid-Year 2025: Opportunity amidst uncertainty
We are living through a period of unprecedented change, where accepted norms are challenged and new opportunities (and risks) continue to arise. A key question for investors is how to distinguish between cyclical signals, structural trends and short-term noise. Our mid-year Global Real Estate Outlook 2025, featuring top sector and market picks, is designed to support this balance, helping investors to walk the fine line between caution and opportunity.
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White papersThe WHO’s WHO of Swiss real estate 2025
UBS managers continue to be recognized as leading figures in Swiss real estate
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White papersOn the rise? Exploring potential returns within the UK commercial real estate market
Annual capital growth in the UK commercial real estate (CRE) market turned positive for the first time since 3Q22 by the end of last year. In 1Q25, capital growth accelerated, hitting 1.4% on an annual basis. That may sound small, but income return boosted the annual total return to 6.3% on a non-levered basis during the same period.
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VideoReal estate debt: uncorrelated returns throughout the cycle
Real estate debt – offering potentially stable income from rents, along with protection from shifts in the value of underlying assets – can play a valuable role in a portfolio, because it has the capacity to provide uncorrelated returns throughout the cycle.
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VideoGlobal REITs Update – Q1 2025
In our video update for the 1st quarter of the 2025 calendar year, Portfolio Manager, Marco Colantonio covers key developments in the Global REIT sector and market insights
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White papersUnexpect the Expected – The World According to Trump
The dramatic changes to U.S. tariffs settings challenges the financial market’s Trump pro-growth market narrative which heralded the start of 2025. Instead, investors now face conditions which look likely to invoke a global economic slowdown, if not recession, with significant pressure on corporate earnings from higher costs together with unsettled consumer demand and production patterns.
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White papersBend, Not Break: Investing in Real Estate Amid Economic Uncertainty
Unlocking durable income through discipline, active value creation, and local insight
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Research ReportIncrease In Conversions Expected To Benefit European Office Market Recovery
In this publication, we update our analyses for European office markets. Our initial analyses show that GenAI is expected to have a positive impact on office employment as it will automate certain routine tasks, while creating new higher value-add AI-related jobs. London, Paris and Frankfurt are expected to benefit most from future AI adaptation.
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White papers2025 Mid-year update: Inside Real Estate outlook
Commercial real estate is steadily recovering in mid-2025, supported by stronger debt markets and rising income returns. Key opportunities lie in sectors like data centers, residential, and healthcare, where fundamentals remain solid.
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People NewsEdmond de Rothschild REIM appoints Klaus Schmitz as Chief Investment Officer Europe and Executive Chairman UK
Based in London, Klaus will join the Edmond de Rothschild REIM Executive Committee and report to co-CEOs Pierre Jacquot and Arnaud Andrieu. In his dual role, he will lead Edmond de Rothschild REIM’s pan-European investment strategy, lead investment activity and help strengthen relationships with capital partners across key markets.
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White papersThe winners and losers of the bifurcated housing market
U.S. housing markets are becoming increasingly polarized: regions with abundant inventory face sluggish demand and price normalization, while commercial real estate benefits from attractive income-driven returns under improved financing conditions.
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White papersCRE Debt Outstanding is up… and an opportunity
CRE debt rose to $4.81 trillion in Q1 2025, supported by strong lending activity and conservative structures. With attractive yields and steady refinancing demand, the asset class offers compelling opportunities.
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Asset Manager NewsDeA Capital Real Estate expands in the Middle East
DeA Capital Real Estate continues its international expansion with a focus on logistics, living, hospitality, and infrastructure. With over €12 billion in AUM and operations in five European countries, the firm recently completed a successful roadshow in Kuwait, Bahrain, and the UAE.
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White papersThe Appeal Of European Net Lease To Non-European Investors
The global uncertainty created by U.S. tariff policy has unsettled financial markets and has cast a shadow on economic growth prospects. While the situation remains fluid with many moving parts, we believe that a corner of stability may be found in European commercial real estate, which has significantly repriced since market peaks in 2022, and where market fundamentals remain solid and macro–drivers broadly supportive. Defensive, income-oriented strategies – such as European Net Lease – can be especially interesting for non–European investors seeking stability, yield, and geographic diversification. This report sets out the rationale for that conviction.
