All REIM articles
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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 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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White papers2026 Global Trends and Tactics
Global private real estate markets have shown signs of stabilization, with transaction activity increasing in recent quarters. Nuveen’s Global Trends and Tactics examines the current real estate environment, including recent performance trends across global markets, evolving transaction dynamics as pricing adjusts from prior peak levels, and opportunities in real estate debt markets as capital values and margins shift. This analysis explores both potential opportunities and risks for investors considering real estate allocations in the current environment. Read the full report.
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White papersUK Real Estate: Talking Points January 2026
Welcome to Columbia Threadneedle Investments’ concise quarterly snapshot of current real estate market trends, using transparent market data to summarise key implications for asset allocation and performance prospects
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White papersIs now the moment to lean into single-family housing?
What happens when affordability pressures, demographic shifts and hybrid working all point in the same direction?
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White papersStepping up a gear: Top 10 questions on real estate markets in 2026
2025 was a year of significant uncertainty, fueling recessionary fears and caution in investing. Global economic and geopolitical uncertainty led to market volatility. This year, we begin by reviewing the impact and how the real estate market is being affected.
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White papersPrivate real estate lending: Why it’s growing
Private lender activity in US commercial real estate (CRE) has rebounded more sharply than the overall market, nearly doubling its pre-pandemic share of loan originations.
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White papersWhy and Where to Invest in European Real Estate
As 2026 has started, we provide a reminder and update on the reasons for investing into European real estate and identify the specific markets where we believe the best risk-adjusted returns can be expected.
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White papersU.S. Commercial Real Estate Chartbook January 2026
Investment activity has been gradually increasing since reaching a low point in 2023. Depressed levels are largely due to redemption queues in funds. For example, the ODCE queue peaked at 19% of NAV in 2023 and is currently at 12%.
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White papersRetail’s rebound: The case for selective, institutional conviction
Retail real estate is stabilizing after years of disruption, with well-located, experience-driven assets showing resilience - making selectivity and institutional discipline key to capturing recovery upside.
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White papersInstitutional ownership of single-family rentals (SFR): Investor FAQ
Single-family rentals continue to attract institutional capital as affordability pressures persist, offering diversification benefits, stable cash flows, and exposure to long-term demographic trends.
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White papersFoundations for securing Australia’s net zero future
Australia stands at a critical juncture in its infrastructure journey. As the world grapples with climate change, shifting geopolitical realities, and rapid technological advancement, Australia’s infrastructure sector is uniquely positioned to lead. With a robust economy, abundant natural resources, and a mature investment environment, the nation offers compelling opportunities for both domestic and international investors.
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White papersThe structural deficit: Analysing the widening gap in global timber supply and demand
The traditional characterisation of timberland as a fringe or “alternative” asset class is increasingly difficult to sustain in the face of contemporary economic data.
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White papersPrivate markets demand can help to pave the long road to net zero
If allocating to private infrastructure stands to offer both ballast and buoyancy, then what’s behind this? In this article, IFM’s Andrea Mody looks at the global megatrends that are creating powerful tailwinds for the asset class, and driving interest in infrastructure among long-term investors.
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White papersUnlocking natural capital value
Institutional investors seeking resilient, future‑ready portfolios are turning to timberland and farmland—strategic assets that combine climate resilience, biodiversity, and long‑term value creation.
