All REIM articles – Page 2
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White papersCRE’s recovery masks a widening divide
The CRE recovery remains intact, but the headline obscures an increasingly uneven landscape. A 144 basis point spread between the top and bottom quartiles of NPI returns in 1Q26 underscores the extent of this divergence. With limited scope for further cap rate compression, NOI growth is likely to be the primary driver of returns this cycle. For the first time in 30 years, alpha will likely be earned, not given, through disciplined property and market selection paired with operational execution.
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White papersThe shift to rent - Unlocking senior house demand
Today’s seniors in the UK are in a unique position relative to previous generations. They live longer, are healthier, better educated and wealthier than their predecessors. The decisions seniors make around housing are driven by quality of life, ability to manage activities of daily living, their own personal and family circumstances, and affordability.
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VideoManaging climate risk with AI
We know that climate change can present challenges for agricultural investors, such as the risks of global warming having an impact on harvests. So how do we use artificial intelligence to mitigate these risks?
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White papersThe Red Thread: Alts’ tenacity, tested once more
Our semi-annual insights into alternatives, Edition June 2026
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Research ReportResilient U.S. transaction volumes: +15% YoY in May
Real Capital Analytics’ newest data shows U.S. commercial real estate transaction volumes increasing, with headline volumes rising +15% YoY to $42bn. Equally notable, April 2026 was revised meaningfully higher, narrowing that month’s YoY decline to -14%, from -33% previously. As a result, 2Q26-to-date volumes now stand at +0.8% YoY, and YTD volumes are tracking ~20% ahead of the same period last year.
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White papersInfrastructure Horizons 2026
Global infrastructure is being redefined by powerful, long-term forces – from AI-driven connectivity to the needs of fast-growing cities. The Infrastructure Horizons series highlights the trends and opportunities set to influence investment thinking over the decade ahead.
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Asset Manager NewsSolid progress on Edmond de Rothschild REIM’s 2025 sustainability program
In 2025, Edmond de Rothschild’s Real Estate Investment Management (REIM) business achieved solid progress in implementing its sustainability strategy.
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White papers2026 Mid-year update: Inside Real Estate Outlook
Amid geopolitical volatility and shifting macro crosscurrents, the CRE recovery is intact - but uneven, with wider dispersion than headlines reveal. This creates a market that is ripe for alpha discovery through careful property, market, and fund selection.
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Asset Manager NewsCentraal Beheer Algemeen Pensioenfonds joins Achmea Real Estate fund
Centraal Beheer Algemeen Pensioenfonds (Centraal Beheer APF) is joining the Achmea Dutch Health Care Property Fund, the healthcare real estate fund managed by Achmea Real Estate. The pension fund will initially invest € 57 million. This amount is expected to grow in line with the anticipated growth of Centraal Beheer APF in the coming years.
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Asset Manager NewsInvestments in Dutch student housing grow to nearly €1 billion
Interest from institutional investors in Dutch student housing has increased significantly in a short period of time. In 2025, nearly €1 billion was invested in this type of housing, of which more than €400 million came from pension funds and insurers.
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White papersOld Money: How demographic change will reshape real estate
Real estate has long been anchored by two enduring principles: location and the interplay between supply and demand.
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White papersReasons to consider adding Real Estate Debt to your portfolio
We recommended carrying a real estate debt (RED) umbrella as it has the potential to help shelter your portfolio during investment storms. But what are some of the key factors for institutional investors to consider when adding real estate debt to their portfolios?
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White papersReal Estate Investment Outlook: Poised for recovery, but facing headwinds
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 and edging higher, rents being supported by constrained supply, and valuation opportunities across sectors and geographies.
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White papersAsia Pacific real estate outlook – Edition June 2026
Uncertainty tightens its grip on markets
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White papersGlobal real estate outlook – Edition June 2026
Middle East conflict is creating uncertainty
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