All Real Estate articles – Page 3
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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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White papersReal Estate: Iran war update
The conflict in the Middle East is another reminder of the volatility of geopolitics and the fragility of global supply chains – as well as being a human catastrophe. We assess the likely impacts of the war on European real estate and consider the specific impacts on real estate sectors.
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White papersReal Estate Outlook – Switzerland, Edition 1H26
The year 2025 was marked by a high degree of economic policy uncertainty, as the US import tariffs placed a noticeable burden on export‑oriented economies such as Switzerland. With the start of 2026, geopolitical risks have come to the forefront. The conflict in the Middle East has driven commodity markets into extreme volatility and has heightened concerns about stagflation. Europe is feeling these effects very acutely, which is dampening the expected economic recovery.
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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 NewsNew $1.2 billion Institutional Mandate
Charter Hall Group (ASX: CHC) today announces the onboarding of a $1.2 billion diversified direct property mandate with an existing institutional client. The details of the portfolio are confidential.
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Asset Manager NewsCharter Hall partners with ING on 10-year lease commitment for its Australian HQ in prime Sydney CBD workplace
Charter Hall Group (Charter Hall or the Group), on behalf of ownership partners CPOF and its JV partner, is pleased to welcome ING Bank Australia (ING) as a new tenant customer to its $600 million Premium office asset located at One Shelley in Sydney, with the leading global financial institution signing a 10-year lease.
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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 papersUS Valuation Outlook: ODCE Index Poised for Next Chapter
Core real estate values stabilized in 2025 following a multi-year correction. The valuation adjustment now appears largely behind the market, and financial conditions improved as the year progressed. In tandem, underlying property performance strengthened and capital-market activity picked up.
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White papersJapan’s Cold Storage Boom: A Flurry of New Investment
The Japanese logistics market has transformed drastically over the past 15 years, and investors have benefitted.
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WebinarWebinar replay: Europe’s value-add moment
European real estate has repriced, and for disciplined investors, that kind of reset has historically been where the best opportunities are found. In just 15 minutes, three of Nuveen’s real assets leaders make the case for why now may be the right moment to lean in, and what a value-add approach looks like in practice across Europe’s evolving market. Watch the replay to hear their thinking and what it could mean for your portfolio.
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White papersBroadening perspectives: Top 10 with… Interview with Ulrich Keller on UGA Solutions
As investors seek broader diversification across alternative asset classes, Unified Global Alternatives (UGA) – Solutions is evolving to meet these demands with flexibility and scale.
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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 papersWhy 2026 is a pivotal moment for U.S. self-storage investment
After years of correction and normalization, the U.S. self-storage sector is showing all the hallmarks of an early-cycle recovery. Supply is at its tightest in over a decade, property values have stabilized following a significant repricing period, and a recovering housing market could unlock a new wave of demand.
