All Real Estate articles – Page 3
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White papersEssential Housing Research Perspective Q1 2026
The essential housing sector posted positive, albeit modest, performance in the first quarter of 2026.
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White papersThe Search for Growth
The U.S. economy approaches midyear facing an old-fashioned potential macroeconomic spoiler: an energy price shock.
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White papersOpen for business: Evergreens and the transformation of access to private markets
Until recently, investing in private markets meant accepting a deal: hand over your capital, wait several years, repeat. Evergreen vehicles offer a more efficient option.
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Asset Manager NewsColonial SFL and Generali Real Estate enter into a joint venture for a portfolio of prime assets in the Berlin CBD
Colonial SFL and Generali Real Estate announce the signing of a joint venture agreement, whereby Colonial SFL has acquired a 51% stake in the vehicle owning a portfolio of two super-prime assets located in Berlin’s Central Business District…
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White papersCapital in Motion: Three Numbers Shaping the U.S. Investment Opportunity
Welcome to this month’s edition of Where Credit is Due—a newsletter from Barings recognizing value across the people and portfolios shaping credit markets today.
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White papersCapital in Motion: Three Numbers Shaping the U.S. Investment Opportunity
Welcome to this month’s edition of Where Credit is Due—a newsletter from Barings recognizing value across the people and portfolios shaping credit markets today.
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White papersClimate adaptation: risk management, not idealism
Institutional investors are often assumed to move only once regulation forces them to. At Dutch investment manager Bouwinvest, that view is considered outdated. Sustainability and climate adaptation are not idealistic add-ons but an integral…
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Asset Manager NewsEdmond de Rothschild REIM makes a new acquisition in England
Edmond de Rothschild Real Estate Investment Management (REIM) has acquired a commercial building in England, United Kingdom, on behalf of a diversified pan-European strategy, for £6.4 million.
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White papersThe state of commercial real estate
This article draws on insights from our Commercial Real Estate Debt Advisory Group, which brings together senior Wellington investors and strategists with 300+ years of combined experience across public equity, public credit, private credit, structured credit, and macro research.
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Asset Manager NewsHotel Valuation Report: German hotel sector benefits from domestic tourism – property values rise moderately
June 30, 2026: In 2025, Germany once again set a new record for overnight stays, with 497.5 million guest nights. As in the previous year, this positive development was driven by robust tourist demand.
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White papersCRE’s recovery masks a widening divide
The CRE recovery remains intact, but the headline obscures an increasingly uneven landscape. A 144 basis point spread between the top and bottom quartiles of NPI returns in 1Q26 underscores the extent of this divergence. With limited scope for further cap rate compression, NOI growth is likely to be the primary driver of returns this cycle. For the first time in 30 years, alpha will likely be earned, not given, through disciplined property and market selection paired with operational execution.
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White papersThe shift to rent - Unlocking senior house demand
Today’s seniors in the UK are in a unique position relative to previous generations. They live longer, are healthier, better educated and wealthier than their predecessors. The decisions seniors make around housing are driven by quality of life, ability to manage activities of daily living, their own personal and family circumstances, and affordability.
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White papersThe Red Thread: Alts’ tenacity, tested once more
Our semi-annual insights into alternatives, Edition June 2026
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Research ReportResilient U.S. transaction volumes: +15% YoY in May
Real Capital Analytics’ newest data shows U.S. commercial real estate transaction volumes increasing, with headline volumes rising +15% YoY to $42bn. Equally notable, April 2026 was revised meaningfully higher, narrowing that month’s YoY decline to -14%, from -33% previously. As a result, 2Q26-to-date volumes now stand at +0.8% YoY, and YTD volumes are tracking ~20% ahead of the same period last year.
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Asset Manager NewsSolid progress on Edmond de Rothschild REIM’s 2025 sustainability program
In 2025, Edmond de Rothschild’s Real Estate Investment Management (REIM) business achieved solid progress in implementing its sustainability strategy.
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White papers2026 Mid-year update: Inside Real Estate Outlook
Amid geopolitical volatility and shifting macro crosscurrents, the CRE recovery is intact - but uneven, with wider dispersion than headlines reveal. This creates a market that is ripe for alpha discovery through careful property, market, and fund selection.
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Asset Manager NewsCentraal Beheer Algemeen Pensioenfonds joins Achmea Real Estate fund
Centraal Beheer Algemeen Pensioenfonds (Centraal Beheer APF) is joining the Achmea Dutch Health Care Property Fund, the healthcare real estate fund managed by Achmea Real Estate. The pension fund will initially invest € 57 million. This amount is expected to grow in line with the anticipated growth of Centraal Beheer APF in the coming years.
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Asset Manager NewsInvestments in Dutch student housing grow to nearly €1 billion
Interest from institutional investors in Dutch student housing has increased significantly in a short period of time. In 2025, nearly €1 billion was invested in this type of housing, of which more than €400 million came from pension funds and insurers.
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White papersOld Money: How demographic change will reshape real estate
Real estate has long been anchored by two enduring principles: location and the interplay between supply and demand.
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White papersReal Estate Investment Outlook: Poised for recovery, but facing headwinds
Despite still-subdued market activity, our real estate outlook points to continued evidence of a market recovery that we expect to gather momentum into 2026, with transaction volumes and edging higher, rents being supported by constrained supply, and valuation opportunities across sectors and geographies.
