All Real Estate articles
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White papersQ4 2025 Global Trends and Tactics
Global private real estate markets are experiencing a significant turnaround, with values climbing for five consecutive quarters and total returns turning positive across all 21 tracked countries in Q2 2025, marking a decisive end to the 2022-2024 correction. Transaction volumes have surged to $739 billion over the trailing year—a 19% year-over-year increase—while real estate debt markets present compelling opportunities as lending risk diminishes, though tighter pricing reflects intensifying competition for quality assets. Read the full report to explore the data driving this global recovery and understand the investment landscape ahead.
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White papersWhy investors are moving in on South Korea’s rental boom
With swelling rental demand in key Asia Pacific cities, the residential landscape continues to grow for institutional capital, providing the opportunity to help increase high quality housing supply and benefit from the attractive potential risk-adjusted returns that the sector can offer.
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White papersU.S. Core Real Estate: A New Cycle Is Emerging
Clarion believes that the U.S. commercial real estate market is embarking on a new cycle. Following a phase of re-pricing and adaptation to elevated interest rates, private real estate, as represented by the national NCREIF property index (NPI), has posted multiple consecutive quarters of stable values and positive investment performance driven by income. The cycle is underpinned by, on one hand, a potentially more favorable outlook for capital markets, as the Federal Reserve has resumed interest rate reductions. On the other hand, stabilizing and strengthening demand fundamentals, along with diminishing supply-side constraints, should further support the new cycle. Liquidity has returned to the debt markets, and investor sentiment appears to be improving, especially for the sectors that continue to demonstrate operating solidity and strength.
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White papersInnovation in the face of change
The real estate market has experienced significant changes in recent times, with many investors seeking innovative strategies to enhance their portfolios.
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White papersBack on the block: Real estate debt returning to favour
The commercial real estate (CRE) landscape has profoundly transformed since mid-2022, creating compelling investment opportunities for institutional investors. Rising interest rates and macroeconomic uncertainty have driven capital values down by approximately 20-25% across Europe and other developed markets, according to the CBRE Prime Capital Value Index. The current environment presents factors that make real estate debt particularly compelling: attractive entry valuations, conservative lending structures and meaningful portfolio diversification benefits.
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White papersGlobal real estate perspectives: repricing and opportunity across cycles
In an era of repricing and tighter liquidity, BGO Co-Presidents, Amy Price and Toby Phelps, discuss how market dynamics across North America and Europe are shaping the next chapter of real estate investment.
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White papersUnlocking Europe’s Living Opportunity
With demand surging and institutional ownership lagging, Europe’s residential sector offers a rare opening for strategic, locally executed investments
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White papersGlobal real estate reset: Why diversification beyond the US matters
2025 is proving to be a year of strategic reorientation. As investors navigate a landscape shaped by geopolitical tension, policy volatility and recalibrated capital flows, real estate is reasserting its role as a defensive allocation, while adapting to broader structural changes reshaping the global economy.
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White papersCore Capital Reawakens: Scale & Liquidity Drive Europe’s Real Estate Reset
Core capital is driving a reset in European real estate, as investors favour scale, stability, and liquidity amid a shifting market and growing trend towards consolidation. Core capital is the lifeblood of the real estate industry and makes up the bulk of client allocations. It also provides essential exit liquidity for value-add equity and debt strategies—without core buyers, asset sales stall, capital recycling slows and the system ends up in gridlock.
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White papersU.S. Real Estate: Dispersion as a Key Market Feature
The market is shifting toward one where value is led by real estate fundamentals, but it’s important to “spend time in the tails” as structural changes introduce a broader range of potential outcomes.
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White papersThe Global Industrial Sector (R)evolution
The logistics and industrial sectors are both benefitting from secular demand, although the drivers are shifting.
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VideoGlobal REITs Update – Q3 2025
In our video update for the 3rd quarter of the 2025 calendar year, Portfolio Manager, Julian Campbell-Wood covers key developments in the Global REIT sector and market insights, including:
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Asset Manager NewsAchmea’s healthcare real estate fund most sustainable in the world
Amsterdam, 30 October 2025 – The Achmea Dutch Health Care Property Fund (ADHCPF), managed by Achmea Real Estate, has once again been named the most sustainable healthcare real estate fund in the world. The fund ranked first in its peer group in the Global Real Estate Sustainability Benchmark (GRESB), a leading sustainability benchmarking tool.
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White papersU.S. CRE deal volume up 17% in 3Q 2025
MSCI Real Capital Analytics reports that U.S. commercial real-estate (CRE) transaction volume increased by 17% in 3Q 2025, with volumes year-to-date through September up 17% compared with the same period in 2024 — signalling renewed investor demand and confidence across most property types.
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Asset Manager NewsCapital House Disposition
Barings recently sold Capital House, a landmark office building in close proximity to Bank junction, the City of London and the Bank of England. The asset was sold off-market, achieving a price above book value and a tighter yield compared to market level prime city yields.
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White papersMIM Public Market Signals for Private Real Estate Investors Part II: Risk Assessment
Housing supply is tight in the Midwest and Northeast; inventory is building up in the Sun Belt
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White papersGRESB 2024 Results
We are extremely proud to have retained our GRESB 5-star ratings for the third consecutive year across both our standing investments and development projects.
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White papersWhat’s the Fed watching in CRE? (September Minutes Update)
U.S. commercial real estate remains under the Fed’s watch as delinquency rates rise in CMBS loans, but liquidity across CRE credit markets stays broadly stable, supported by disciplined lending and resilient fundamentals.
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White papersInvestment strategies for the new market cycle
Trends in the institutional real estate markets. The sentiment of institutional investors is improving. While recently mainly opportunistic and risk-taking players were active, the larger group of conservatively oriented and risk-averse institutional real estate investors is slowly returning to the markets.
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White papersEurope’s real estate renaissance
European real estate markets are finally stepping out from the shadow of their American counterparts, as the global investment landscape undergoes a fundamental transformation. For investors, this presents a compelling opportunity to reconsider European real estate strategies, particularly value-add approaches with the potential for superior returns in an increasingly favourable environment.
