All REIM articles – Page 12
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White papersSwiss real estate security – Edition 2025/26
After a subdued performance in 2022 and 2023, capital market transactions gained noticeable momentum in 2024. So far in 2025, more than CHF 3.4 billion has flowed into Swiss real estate funds, with nearly one-third of that amount allocated to non-listed real estate funds. Additional emissions of around CHF 750 million have already been announced by the end of the year.
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White papersSwitzerland real estate outlook – Edition 2025/26
The Swiss economy grew by 0.8% in 1Q25, driven mainly by early export activities ahead of Liberation Day. However, momentum slowed in Q2, with GDP growth at just 0.1%, though still stronger than expected.
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White papersGlobal real estate outlook – Edition 2025/26
The impact of tariffs is starting to feed through to US consumer prices, with the latest inflation print at 3.0% for September, up from 2.7% in July, but still below the 4.0% initially feared following the ‘liberation day’ announcements in April. We have yet to see the full impact of tariffs come through, with an expected one-off uptick in inflation, and there remains a constant threat of further changes to tariff levels.
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White papersGlobal Real Estate Outlook 2026: Real estate in the age of AI - Mapping tomorrow’s landscape
Real estate has been, and always will be, heavily influenced by structural changes. The rise of Artificial Intelligence (AI) is an increasingly important theme – one which is beginning to dramatically change our world and have widespread consequences for the sector.
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White papersPrivate Insights #9 - Student Housing in the United Kingdom (UK): Top of the Class
The outlook for the student housing sector remains bright, anchored by strong market fundamentals. Since 2015, nearly £50 billion has been invested into UK student housing assets. Q3 2025 saw £1.83 billion transactions, marking the largest third quarter on record for investments into this sector in the UK. Key demand drivers for student housing include a growing population of 18-year-olds in the country, increased international student mobility and a strong preference for in-person university experiences.
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White papersOpportunity in real estate credit
Private lender originations in commercial real estate (CRE) have increased sharply over the past year. Policy rate reductions and the bottoming of property prices have renewed interest in the attractive historical attributes of this asset class.
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White papersReal Estate Investment Outlook: the recovery is underway
Despite still-subdued market activity, our real estate outlook points to continued evidence of a market recovery that we expect to gather momentum into 2026, with transaction volumes edging higher, rents being supported by constrained supply, and valuation opportunities across sectors and geographies.
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PodcastFrom Bricks to Bytes: The New Frontiers in Real Estate Investment
Real estate is transforming - fast. Operational intensity, and the rise of new sectors like data centers, life sciences and social infrastructure are reshaping the investment landscape.
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White papersLooking past the chaos: the time for European real estate debt
The global commercial real estate market has undergone a profound transformation since mid-2022. Rising interest rates and macroeconomic uncertainty have led to a significant repricing of real estate assets, with capital values correcting by approximately 20–25% across Europe, creating one of the most attractive entry points for real estate debt investment in over a decade.
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White papersQ4 2025 Global Trends and Tactics: Real estate opportunities and risks in the current environment
Discover the latest quarterly real estate market trends in our quarterly research report. Dive deeper into regional market and sector conditions to find out the tactics we incorporate into our investment decisions.
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White papersHow macro factors could shape real estate performance – and why investors should care
A new academic paper finds that five key macroeconomic variables explain much of the performance of US real estate strategies. Understanding how these relationships shift through the cycle can help position portfolios for long-term success.
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VideoWhat’s top of mind for you when it comes to investing in APAC today?
Two words. Big impact. What’s top of mind for you when it comes to investing in APAC today? With Yian Wang, AEW APAC CIO
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VideoCRE Loans Are Maturing—What Happens Next?
With commercial property loans maturing amid low property values, the landscape for CRE private credit is shifting fast. As traditional lenders pull back, private credit is stepping in—but at what cost and opportunity?
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Asset Manager NewsIPUT Real Estate lets a further 14,000 sq ft at No. 3 Dublin Landings; on track to let 130,000 sq ft of prime workspace in 2025
IPUT Real Estate (‘IPUT’), Dublin’s leading property investment company, announces that it has completed leasing 80,000 sq ft at No. 3 Dublin Landings in Dublin’s North Docklands. 14,000 sq ft has been let by TELUS Digital, a leading customer experience and digital solutions provider on a long-term lease.
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VideoTurning Uncertainty into Opportunity in today’s Real Estate Market
Listen to AEW’s CIO Mike Byrne on turning uncertainty into opportunity in today’s real estate market.
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VideoThe Role of CRE Private Credit in Today’s Market
With traditional lenders tightening and commercial real estate loans maturing, private credit is playing a growing role in the debt market. It offers an alternative source of capital, often with higher yields and structured protections.
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VideoPrivate Credit on the Rise
As private credit expands into asset-based lending, the big question is: Which market segments will banks fight to keep, and where will they step back? AEW’s latest whitepaper, Searching for Gold, explores the shifting landscape of debt opportunities.
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White papersWhy investors are moving in on South Korea’s rental boom
With swelling rental demand in key Asia Pacific cities, the residential landscape continues to grow for institutional capital, providing the opportunity to help increase high quality housing supply and benefit from the attractive potential risk-adjusted returns that the sector can offer.
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White papersU.S. Core Real Estate: A New Cycle Is Emerging
Clarion believes that the U.S. commercial real estate market is embarking on a new cycle. Following a phase of re-pricing and adaptation to elevated interest rates, private real estate, as represented by the national NCREIF property index (NPI), has posted multiple consecutive quarters of stable values and positive investment performance driven by income. The cycle is underpinned by, on one hand, a potentially more favorable outlook for capital markets, as the Federal Reserve has resumed interest rate reductions. On the other hand, stabilizing and strengthening demand fundamentals, along with diminishing supply-side constraints, should further support the new cycle. Liquidity has returned to the debt markets, and investor sentiment appears to be improving, especially for the sectors that continue to demonstrate operating solidity and strength.
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White papersISA Outlook 2026
As we draw the curtain on 2025 and optimistically await the premiere of 2026, we can’t help but be reminded of our similarly upbeat view last year. For this year’s outlook, LaSalle’s Research and Strategy team asks: Are we stuck in a “Groundhog Day” loop in real estate markets, or is this finally the dawn of a new cycle?
