All Real Estate articles – Page 5
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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 papersISA Outlook 2026
As we draw the curtain on 2025 and optimistically await the premiere of 2026, we can’t help but be reminded of our similarly upbeat view last year. For this year’s outlook, LaSalle’s Research and Strategy team asks: Are we stuck in a “Groundhog Day” loop in real estate markets, or is this finally the dawn of a new cycle?
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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 papersLifting the veil on headline CRE returns: A market ripe for alpha
It posits that headline CRE return metrics may mask underlying dispersion — creating opportunities for active investors to generate “alpha” by selectively targeting under-appreciated assets in a changing macro and financing environment.
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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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People NewsEdmond de Rothschild Asset Management strengthens private markets distribution with new dedicated team
Edmond de Rothschild Asset Management announces the creation of a dedicated Private Markets Distribution team to support the firm’s growing footprint across private markets and deepen its institutional investor relationships globally.
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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 papersTen things you’ve always wanted to know about real estate debt … but were afraid to ask
On November 5, LaSalle hosted a live broadcast where we discussed Ten things you’ve always wanted to know about real estate debt … but were afraid to ask. As it turned out, we had more than ten questions put to our panel, and we have summarized them below.
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VideoWhy invest in Asia-Pacific Real Estate?
In this exclusive three-part series, we unpack the forces shaping the region’s investment landscape, from long-term performance and macro fundamentals to sector innovation and demographic shifts. Whether you’re navigating tactical plays or positioning for the next cycle, these insights offer a forward-looking lens into one of the world’s most dynamic real estate markets.
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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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VideoLive from Barings 360: Malcolm Gladwell, Mike Freno & More
Recently, Barings held its flagship private markets conference in Boston. This episode gives listeners and viewers a window into the conversations that Barings’ clients, investment teams and industry thought leaders engaged in during the event.
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VideoWebinar replay: Healthcare real estate surge
Watch the webinar replay of Nuveen Real Estate’s Bill Abramowitz, Portfolio Manager, Healthcare and Alternatives Strategy and NexCore’s CIO Michael Ray, as they discuss how the surge of Americans entering retirement age is driving the demand for healthcare oriented real estate, including senior living and medical outpatient facilities.
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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 reduced bank competition, non-bank lenders are finding stronger structures and better pricing opportunities. -
White papersISA Portfolio View 2025
Two years ago, we released the inaugural edition of LaSalle’s ISA Portfolio View, where we discussed the art and science of portfolio construction and why it matters most when market conditions change suddenly. That was certainly true at the time of the 2024 and 2023 releases and remains so in 2025’s evolving market environment.
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White papersEurope CRE deal volume down in 3Q, but green shoots emerge
Despite a contraction in CRE deal volume in 3Q, the article notes emerging “green shoots” of recovery, suggesting that selective activity and improving market sentiment may signal a nascent rebound in European CRE markets.
