All Real Estate articles – Page 7
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White papersInvesting in real estate: The window of opportunity is open
Momentum is returning to European real estate markets and the recovery is underway – albeit in an uneven fashion.
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Asset Manager NewsAvailable now | Redevco’s research paper on Funding Europe’s Green Transition
Around €100 billion of European office assets sit in EPC D/E categories requiring reinvestment by 2030, Upgrading to EPC B could require approximately €10 billion, or €2.5 billion annually through 2030, Retrofit spending represents an estimated 10–20% of annual office lending volumes
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White papersEuropean CRE total returns accelerate into 2026
European commercial real estate returns are expected to recover into 2026 as improving financing conditions and stabilizing valuations support renewed investment activity. Income growth and yield compression are likely to drive performance following the sector’s recent repricing.
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White papersDiscipline will determine success in today’s market
Real Asset Insight CEO Questionnaire with Annette Kröger
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White papersEuropean Retail Parks & Shopping Centers are Back
Macroeconomic drivers for retailers have become more supportive, as Eurozone 2026–30 real retail sales are projected to grow by 1.5% p.a.. Even if consumer confidence remains below pre-COVID levels, it has improved from 2023 lows and remained stable during recent challenging geopolitical uncertainties.
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White papersEuropean CRE: Despite a Firm Footing, the Recovery Stumbles…
Europe’s CRE market recovery conditions are in place—a stable interest rate outlook, steady property pricing, improved financing access and positive rental growth prospects. Whether the market recovery gains traction in 2026 will depend on wider geopolitical and economic events.
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White papersCRE debt: A strategic complement in private markets
Commercial real estate debt is gaining traction as a complementary strategy within private markets, offering attractive risk-adjusted returns and downside protection. In a higher-rate environment, lenders can benefit from improved loan pricing and stronger borrower demand for alternative financing.
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VideoGlobal REITs Outlook for 2026
In our video update for the final quarter of the 2025 calendar year, Chief Investment Officer, Andrew Parsons covers key developments in the Global REIT sector and market insights
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White papersA Golden Opportunity for Senior Housing
Senior housing facilities provide healthcare and hospitality services to aging households and are segmented based on resident medical acuity levels and the required level of care: independent living, assisted living and memory care. The average age of senior housing residents is in the early-to-mid 80s.
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WebinarInvitation | Key themes to watch for private markets investors
Wednesday, 18th March 2026 - 09:00 am GMT | 10:00 am CET
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White papersSchroders Capital Global Real Estate Lens Q1 2026: your go-to guide to global property markets
Global real estate is at an inflection point, with sentiment and liquidity improving in recent months, while the nascent capital value recovery has extended across more markets, supported by robust underlying fundamentals.
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White papersEurope has institutionalised rental housing. Operations are now the edge.
European rental housing has reached institutional scale. Capital is committed, portfolios are expanding and conviction in the long-term fundamentals is well established. The next advantage will not come from allocation decisions alone. It will come from how effectively those assets are operated.
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White papersDelivering sustainable alpha over long term time horizons
Chris Hohn’s TCI made headlines last year by delivering record profits and building on the firm’s track record as one of the leading global capital allocators. TCI runs a concentrated portfolio, with a limited number of companies held for long time horizons. Out of the vast global opportunity set, Spanish airports group Aena made TCI’s shortlist, which it has now held for over a decade.
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White papersEurope’s three-S opportunity: student, senior and self storage.
European alternative real estate is entering a particularly attractive phase of the market cycle for investment. Following a period of material repricing, capital scarcity and heightened macroeconomic uncertainty, several operationally resilient alternative sectors now offer a rare combination of durable income, structural demand growth and re-based entry pricing.
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White papers2026: A year of normalisation for European listed real estate
After several years of unusual economic conditions, shifting monetary policy and heightened geopolitical uncertainty, 2026 is shaping up to be the long-awaited year of normalisation for European listed real estate. The sector enters the new year with improved fundamentals, stronger investor sentiment and clearer macroeconomic visibility, setting the stage for a more balanced and sustainable growth cycle.
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White papersAffordable housing as a European challenge
Affordable housing emerges as a cornerstone of Catella’s House View for 2026, reflecting both the structural urgency and the strategic opportunity shaping Europe’s residential markets. Across Europe, housing has become an increasingly tangible constraint in everyday life.
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White papersRising with the trends
How Europeans live is changing. Households are fragmenting, more of us are living longer, and everyone is feeling the pinch from higher prices. DeA Capital Real Estate aligns its investments with these trends. In co-operation with public authorities and specialist operators, the firm invests in purpose-built student accommodation, affordable housing, warehouses, hotels and offices. Emanuele Caniggia, CEO, and Emanuele Dubini, CIO of DeA Capital Real Estate, explain how they select the right type of building in the right location.
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White papersEurope’s commercial real estate market has an opening for recovery and stability
Europe’s commercial real estate market is beginning to recover. The upswing is selective and uneven, but it is real. Capital is returning where asset-level fundamentals are clear and execution risk is understood. This creates a genuine window of opportunity for Europe, but one that will only be realised if the region remains competitive and decisive.
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White papersNavigating divergence in Europe’s student housing market
Purpose Built Student Accommodation (PBSA) has matured into a recognised institutional asset class over the past decade. Across the UK and increasingly in Europe, the sector’s resilience and income stability have attracted long-term capital, underpinned by rising enrolments, global student mobility, and a structural undersupply of appropriate accommodation.
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Asset Manager NewsEdmond de Rothschild REIM launches German residential strategy with acquisition of Berlin portfolio
Edmond de Rothschild Real Estate Investment Management has completed the acquisition of a seed portfolio of residential assets in Berlin, marking the first investment under its new German Residential Alpha strategy. The transaction reinforces EdR REIM’s conviction around investing in supply constrained residential markets across Europe.
