All REIM articles – Page 11
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White papersBeyond the bounce: The lasting index effect
Why inclusion in the FTSE EPRA Nareit Indexes continues to reshape company performance and investor confidence 20 years on
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White papersMid-market infra – complexity as a new differentiator
Mid-market infrastructure is expanding in scale and ambition, but so too is the complexity of the underlying businesses. Assets are more capital-intensive, interlinked and energy constrained, shaped by rising demand for essential services, evolving policies and technological advancements.
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White papersOut of office? Not quite.
This summer I visited an office campus in Italy where the business philosophy had been put into daily practice. The gym was packed at lunch, classes spilled into the courtyards, and the canteen served wellness on tap. People looked like they wanted to be there. In the stale debate about the office’s fate, that is the only verdict that matters.
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White papersThe €400 billion challenge: Dutch housing market seeks global capital
The Netherlands faces one of the largest housing challenges in Europe. By 2034, it will require around one million additional homes, representing an estimated €400 billion in funding. For institutional investors, this scale is compelling, but not without complexity.
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White papersTo Buy or to Build?
Buying early in the cycle and building later may feel intuitively correct, but our analysis of historical market data finds that the opportunity is more nuanced.
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Asset Manager NewsGenerali Real Estate and Gruppo Percassi announce the acquisition of OrioCenter, the largest shopping centre in Italy and one of the largest in Europe
The shopping centre, sold by Commerz Real, has been acquired by Generali Real Estate and Gruppo Percassi through a real estate fund in which they hold equal stakes
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White papersEvolving Energy Transition, Evolving Opportunities
BlackRock’s insights on an evolving energy transition and related investment opportunities
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Asset Manager NewsL&G NTR Clean Power Fund acquires 105MW Irish solar project
The acquisition increases the Fund’s total capacity in Ireland to more than 430MW and marks its tenth acquisition
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White papersEuropean Commercial Real Estate Market Overview
Europe’s commercial real estate market is entering an early recovery phase, supported by easing inflation, potential monetary policy shifts, and growing investor interest in resilient sectors such as logistics and residential.
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White papersU.S. Commercial Real Estate Market Overview
The U.S. CRE market shows early signs of stabilization, with improving fundamentals and more balanced supply–demand dynamics after a period of repricing and tighter financing conditions.
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White papersRetail parks and urbanisation: investing in the future of cities
Urbanisation is one of the defining forces of our time. As cities grow denser and more complex, pressure on infrastructure intensifies – particularly in retail. Consumers increasingly demand speed, convenience, and flexibility in their shopping experience, and urban environments must adapt to meet these expectations.
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White papersLaSalle’s European Cities Growth Index 2025
This year marks the 25th edition of the European Cities Growth Index, where we rank Europe’s cities on expected real estate demand growth, incorporating new factors on defence, climate, and energy in this edition.
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White papersKey considerations for investors in European real estate debt
There are a number of considerations institutional investors should bear in mind when selecting investments and structuring European real estate loan positions, including market dynamics, sponsor quality, asset fundamentals and investment structuring. Many of these can impact the risk and return dynamics and must be factored into thoughtful portfolio construction.
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White papersModern warehouses driving the next phase of industrial growth
Modern logistics and warehouse assets are leading global industrial growth, with demand supported by e-commerce, supply-chain resilience, and limited new development creating room for rent recovery.
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White papersNiche to Necessity: The Next Chapter of Self-Storage
Self-storage has proven itself as a resilient and important component of a real estate portfolio. Since Heitman began investing in the sector in 1996, we have observed its durability and outperformance throughout economic cycles.
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White papersThe case for industrial development in the next cycle
With fundamentals normalizing and construction pipelines easing, selective industrial development is poised to outperform in the next cycle, particularly for high-quality, well-located assets.
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White papersCRE in an easing cycle: Why long rates matter more than the Fed
As central banks approach an easing cycle, long-term yields—not short-term Fed actions—are becoming the key driver of real estate pricing and investment performance globally.
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White papersData center development opportunities in secondary markets
Secondary U.S. markets are emerging as key growth hubs for data centers, driven by strong digital infrastructure demand, power availability, and cost advantages over primary markets.
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White papersStructural shifts: Can Asia Pacific living leverage its home advantage?
Asia Pacific is charting a course toward substantial growth in its living sectors. Evolving demographics, urban migration and policy initiatives are driving rental market booms in Japan and expanding investible opportunities in Australia and South Korea. So, how are these structural shifts influencing investment strategies against a backdrop of global economic uncertainty?
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Asset Manager NewsGARBE PYRAMID MAP: Prime Yields of European Logistics Real Estate Show Stable Trend
The European logistics real estate market continues to deliver a robust performance. Based on a survey of 88 regions, the latest forecast suggests a gradual convergence of prime yields between now and the second quarter of 2030.
