All REIM articles
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White papersIlliquidity premia in private debt: Q1 2026
In our Q1 2026 deep dive, our research team crunched the data to explore how evolving macro conditions are reflected in private debt returns
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White papersExploring the Opportunity in Alternative Real Estate
Alternative real estate sectors are gaining traction. In this Q&A, Anar Chudgar explores what’s driving demand and how to underwrite these opportunities.
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White papersHeadline ODCE returns mask a selection-driven cycle
Performance across core real estate funds, as reported by ODCE indices, improved in 1Q26, but the underlying story remains one of divergence rather than uniform recovery. Europe outperformed the U.S., though for different reasons: U.S. returns are still income-led, while Europe is increasingly benefiting from recovering capital appreciation.
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White papersSolid foundations: Delivering social value to unlock investment value
Supporting employment, skills and training opportunities for local people produces lasting social value. But it is also key to delivering long-term investment returns.
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White papersUK real estate in 2026: an income‑led real asset opportunity
UK commercial property has undergone a period of repricing and adjustment but is once again demonstrating the qualities long-term investors value most: resilient income, relatively low volatility and tangible scope for value creation through active management.
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People NewsDeA Capital Real Estate SGR appoints new Board of Directors for the three-year period 2026-2028
Milan, Rome, 22 May 2026 – DeA Capital Real Estate SGR Shareholders’ Meeting met today and resolved to appoint the new Board of Directors of the Company which will remain in office for the three-year period 2026-2028.
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White papersReal Assets in the Age of Supply Shocks: Why This Is a Buy Moment
Today’s acquisition opportunities favor active ownership and counter-cyclical development.
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White papersThe break-up specialist the market needed
For a decade, portfolio transactions were considered the most efficient way to liquidate large German residential portfolios. Over that period, Max Seil proved the opposite – building the only German advisory platform capable of executing this alternative on an institutional scale, at institutional speed and with institutional governance standards.
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White papersCompeting in Europe and the benefits of scale
Europe stands at the beginning of a long investment super-cycle. Energy transition, digital infrastructure buildout, reshoring of industrial capacity, and a generational renewal of logistics real estate represent capital requirements running into the trillions…
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White papersPlatform depth will define real estate capital opportunities in Europe
European real estate capital markets are entering a new phase. After a prolonged period of price discovery, we are now seeing a shift toward selective, conviction-led deployment.
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White papersWhen lending starts to look like equity
Private credit has rarely attracted as much attention as it does today, with increasing scrutiny around how risk is building across the asset class.
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White papersEuropean CRE: Uncertainty Extends the Opportunity
Europe’s real estate recovery has been postponed, as Middle East tensions revive inflation anxieties. However, any future ECB rate hikes are likely to be much more modest this time. Even so, the market remains resilient, with chronic shortages of modern space set to worsen as development activity continues to fall.
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Asset Manager NewsHeitman Launches Core-Plus Self-Storage Investment Strategy
Heitman LLC (“Heitman”), a global real estate investment management firm, today announced the launch of a core-plus strategy focused on self-storage assets across the United States.
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White papersPowering the path to decarbonisation
As the global push toward decarbonisation evolves, balancing short-term returns with long-term structural opportunities requires a thoughtful mix of proven technologies and development-stage assets. Joost Bergsma of Nuveen Infrastructure shares how investors can build resilient, scalable portfolios across clean energy technologies today.
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Asset Manager NewsBarings Targets Europe Deals With €2BN of Dry Powder
Barings is preparing for Europe’s next real estate cycle with c.€2bn of equity capital to deploy, focusing on residential and logistics where fundamentals remain strong. As values reprice and supply stays constrained, the firm sees growing opportunity for disciplined, selective deployment across Europe.
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White papers2026 Europe - Student Housing, Sector Update
On the Continent, we have continued to observe strong performance of student housing assets. However, the latest academic year marked a material slowdown in operational performance for assets in the UK. Pricing in the sector has reflected changing fundamentals, as yields on the continent have remained stable or shown early signs of compression on a small number of markets, including Spain, Italy and Denmark.
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White papers2026 Europe - Specialty Residential, Sector Update
Residential performance in 2025 remained robust in 2026. The sector continues to be characterised by strong operational performance, with occupancy remaining high and positive rental growth across key target markets.
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White papers2026 Europe - Senior Housing, Sector Update
The European senior housing sector continues to benefit from extremely strong levels of demand. Occupancy remains at record levels (93%) and income growth remains in the high single digits in our high conviction markets of the UK, Spain, Germany and France. These dynamics are attracting a record level inflow of capital to the sector, with existing investors remaining expansionary and new investors entering the market.
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White papers2026 Europe - Self Storage, Sector Update
The self storage sector in the Europe continues to see solid fundamentals, with strong rental growth and stable occupancy despite a marked increase in supply reflecting demand for the sector. Self storage’s relative outperformance to other commercial real estate sectors continues to drive an increase in institutional interest in the sector.
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White papers2026 Europe - Life Sciences, Sector Update
The life sciences industry in the UK has transformed in the last few years. The growth of the sector has been supported by the requirements for medical advancements, improving therapies and technologies, and strong capital investment. With these factors driving the sector forward, real estate requirements have also evolved alongside the growth of occupiers in this space.
