All REIM articles – Page 2
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White papers
Where resilient performance meets stability
Private real estate delivers strong performance while providing the stability investors crave
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White papers
Liberation or Aberration: What’s Shaping the Value-Add Opportunity in European Real Estate?
Uncertainties remain on the horizon—but this is extending an already attractive value-add opportunity to invest at the start of a new property cycle.
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White papers
European Real Estate: Shelter Amid ‘Tariff-fying’ Times?
U.S. policy uncertainty means Europe might now be going from stagnant economic laggard to a potential oasis of calm for investors. Revisions to German spending plans should help to deliver a growth boost to the bloc in 2026 and beyond.
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White papers
Switzerland Real Estate Outlook – Edition May 2025
Back in the low-interest environment
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White papers
Building the future of innovation
Selecting cities for life sciences real estate in Europe
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White papers
Real Estate: The Red Thread – Private Markets – Edition May 2025
On entering 2025, we expected a recovery in global real estate markets to gain momentum. The tariffs have created new uncertainty and will likely see a pause in transaction activity as investors take stock. We still expect positive returns this year, but slightly lower and driven by income. Residential looks most defensive and resilient.
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Blog
Putting a Price on Carbon: Redevco’s Path to Sustainable Value Creation
As the world races to meet net zero targets amidst intensifying climate risks, the urgency to act has never been greater. With a third of global carbon emissions linked to the built environment (1), real estate offers one of the most powerful levers for climate action.
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White papers
Public Market Signals for Private CRE Investors: Monitoring Pricing in an Uncertain Market
In today’s volatile financial markets, private commercial real estate investors face a fundamental challenge: market opacity makes real-time pricing hard to gauge. This report argues that investors should pay closer attention to public market signals — such as corporate bond yields and short-term Treasury rates — as timely indicators of real estate pricing, even though bridging public and private markets is difficult in practice.
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White papers
Rewriting 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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White papers
Private and listed infrastructure: The case for a complete portfolio
Allocations to both listed and private infrastructure can provide increased diversification, liquidity and enhanced performance
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White papers
Surging 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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White papers
New 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 papers
Commercial 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 papers
Why 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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White papers
Building the future of innovation
Selecting cities for life sciences real estate in Europe
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White papers
Future-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.