All REIM articles – Page 11
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White papersRewriting the rules: The rise of private real estate in an evolving market environment
In today’s evolving market landscape, private real estate is emerging as a preferred asset for institutional investors. Despite recent challenges in capital markets, real estate continues to offer notable benefits such as stable returns, inflation hedging capabilities, and diversification advantages. As debt markets thaw and transaction volumes rebound, the allocation to real estate is expected to increase, presenting opportunities for investors to establish a solid basis and add diversification to their portfolios.
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Asset Manager NewsNuveen provides A$205 million senior loan supporting multi-storey logistics facility
Global asset manager Nuveen has provided an A$205 million senior loan to Hale, Warburg Pincus and Oxford Properties Group to support the development of a multi-storey logistics facility at Rosehill, Sydney.
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White papersSurging office lending
Office lending jumped 42% in early 2025, signaling renewed confidence. Banks and insurers led the rebound despite lingering sector challenges.
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Research ReportMacro House View Q2 2025
While the global economy entered 2025 in a reasonably sound condition, the near-term outlook has deteriorated due to a modern trade experiment with tariffs, a complex interplay of disruptive policy responses and evolving risk and return expectations.
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White papersISA Briefing: The trade war, relatively speaking: Tariffs and real estate fair value
Two 90-day pauses, one on retaliatory tariffs with China and the other on the so-called “liberation day” tariffs, have not liberated markets from uncertainty. However, these course corrections have at least shown that the US administration has limits to its willingness to tolerate extreme market movements, particularly increases in Treasury yields, or severe outcomes for consumers such as product shortages. They have also contributed to a more benign recent market environment than at the beginning of April.
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Asset Manager NewsNuveen Real Estate completes £151m green loan secured against a PBSA asset for urbanest Battersea
Nuveen Real Estate, one of the largest real estate investment managers in the world with $141 billion of assets under management, has provided a senior term facility of £151m to urbanest, the leading Central London student accommodation developer and provider.
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White papersNew Playbook: Institutional investors reevaluate their asset investments
IREI article: How are US allocations to real estate shifting relative to other assets?
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White papersCommercial real estate lending standards stable amid volatility
CRE lending standards stayed stable in early 2025, supporting a gradual recovery. Steady yields are helping offset capital pressures and boost investor confidence.
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White papersWhy European Alternatives Now: The Case for European Alternative Real Estate Sectors in 2024-5
Significant repricing, market dislocation and the prospect of lower debt rates should make for a strong vintage in 2024-25. Europe has undergone a faster and deeper correction, with values having fallen over 30%, compared to -25% in the US. Further, values appear close to bottoming out in defensive property types. The recovery in the listed market is another indication that sentiment towards property is improving. Typically, these signs are associated with the beginnings of a recovery cycle. Even as interest rates normalise, funding gaps will remain large and create attractive entry points to acquire operationally healthy real estate assets at sizeable discounts.
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Asset Manager NewsNuveen Real Estate Raises $320 Million for U.S. Cities Retail Fund
Capital to be deployed in grocery-anchored, necessity-based retail across top U.S. neighborhoods
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White papersBuilding the future of innovation
Selecting cities for life sciences real estate in Europe
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White papersFuture-Proofing and Holistic Sustainability: Driving Value Creation in Real Estate
The real estate industry faces a dual challenge: the escalating urgency of climate change and the imperative to deliver long-term value. Investors, regulators, and tenants are demanding concrete action, presenting both a challenge and an opportunity for real estate owners and managers.
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White papersAffordable housing: Where there’s need, there’s opportunity
The UK’s need for an increased supply of affordable housing also creates an opportunity for institutional investors seeking to produce tangible real-world social outcomes.
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White papersRedevco publishes its 17th Responsible Investment Report
We are proud to present our 17th Responsible Investment Report, which is a testament to our mission of transformative real estate that builds value for investors and enriches communities. This report, Connecting Performance to Impact, details the progress towards our sustainability targets in 2024 across four impact pillars: built environment, natural environment, social value and responsible governance.
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White papersREITs: Real yield sensitivity creates strategic opportunity
In 2025, as real yields fluctuate and economic growth slows, listed REITs are emerging as a strategic opportunity. Their strong inverse correlation to real yields and attractive valuations position them as a compelling option for investors seeking resilience and diversification.
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Asset Manager NewsL&G NTR Clean Power Fund purchases minority stake in an operating offshore windfarm off the coast of Suffolk, England
The Fund, along with a co-investor, will own 10% of the 714 MW operational project.
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White papersPrivate debt for DC pensions: The multi-sector opportunity
As the search for better retirement outcomes for the 28 million members of the UK’s defined contribution (DC) pension schemes continues, where are the opportunities for DC investors in private debt and how can they be harnessed?
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White papersUK real estate market commentary: April 2025
Economic fragility has been intensified by the uncertainty related to US trade negotiations, though it is yet to be seen what impact this will have on private real estate markets. Despite this, we continue to see live opportunities across multiple sectors following extensive repricing, while occupier markets remain supported by tight supply conditions.
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White papersEuropean real estate market commentary: April 2025
Economic conditions have declined amid broader market uncertainty related to trade negotiations, though it is too early to gauge the impact on private real estate markets. Despite this, extensive repricing already seen still points to live opportunities across markets and sectors, while tight supply conditions continue to support occupier markets.
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White papersWhy Australian office: Perception, reality and the great opportunity
Over the past four years, the performance of the office market was dominated by the uncertainty cast by the pandemic-induced lockdowns and the largest interest rate cycle in decades. The consequential unknowns over workplace strategies, the economy, and adjustment to higher rates contributed to the largest valuation repricing since the GFC.
