All REIM articles – Page 20
-
Research ReportPrivate Insights #8 - Navigating the Trade Tariffs Conundrum
“Over the past 25 years, Mapletree has built up a geographically diversified, multi-sector real estate portfolio with strong on-the-ground presence, which positions us well to ride out current macroeconomic volatility. Our quality asset base, operational efficiency and financial discipline provide the resilience and adaptability needed in today’s markets, amid rapidly evolving dynamics due to trade tariffs and shifts in tenantneeds and preferences.” - Mr Hiew Yoon Khong, Group CEO
-
White papersU.S. CRE deal volume up 7% in 2Q 2025
U.S. CRE deal volume rose 7% in Q2 2025, driving a 13% year‑over‑year increase led by strong office, industrial, and retail activity.
-
White papersWhy homes with social value are a winning formula
Discover how the build-to-rent sector is transforming communities and driving long-term investment value.
-
White papersNorth America real estate market outlook Q3 2025
The latest US data has been mixed. Firms are investing, but consumption momentum has been weaker. We discuss the impact on real estate.
-
White papersReal estate: an intrinsic ‘productive finance’ asset
UK real estate is well positioned to deliver positive outcomes – measured against both fiduciary duty to financial performance and the government’s agenda to promote assets that contribute positively to long-term economic growth.
-
Asset Manager NewsHazelview Celebrates Major Affordable Housing Milestone for Bloor & Dufferin Development
Toronto (ON), July 22, 2024 — Hazelview Celebrates Major Affordable Housing Milestone for Bloor & Dufferin Development.
-
White papersGlobal retail in the age of convenience culture
Beyond the headlines: retail’s revival: The necessity retail sector continues to demonstrate resilience in today’s dynamic market environment.
-
White papersAsia Pacific real estate market outlook Q3 2025
We expect diversification into APAC to increase, especially towards core markets like Japan, Australia, and Korea. Read more about our outlook.
-
White papersEuropean real estate market outlook Q3 2025
Reindustrialisation in Europe offers a structural play for investors to source new opportunities. We discuss the outlook for European real estate.
-
White papersUK real estate market outlook Q3 2025
Returns have been gradually climbing since the start of the year, as capital growth has returned. Find out more about our UK real estate views.
-
White papersStrong comeback of the European retail markets
GRAI 1/2025 confirms the positive trend in the first quarter of 2025. The EU-15 Index, compiled by Union Investment and GfK, reached a new high of 115 points, reporting further growth in seven European countries. However, trade tariffs and weakening GDP growth may have a temporary negative impact on trade.
-
White papersPrivate Markets Investment Outlook Q3 2025: How to navigate uncertainty
Amid persistent uncertainty related to ongoing trade and geopolitical tensions, the return and resilience potential of private markets, driven by a combination of structural and cyclical factors, has arguably never been more valuable for investors – but selectivity and diversification remain key.
-
White papersCRE total returns rise in 2Q25
Commercial real estate total returns rose 1.03% in Q2 2025, marking a fourth straight quarterly gain driven by stable income returns and signaling the market’s strongest position in three years.
-
White papersThe “One Big Beautiful Bill Act” and implications for commercial real estate
The “One Big Beautiful Bill Act” (OBBA), which was signed into law on July 4, 2025, preserves and, in many cases, strengthens the tax advantages of owning U.S. commercial real estate (CRE), both equity and debt. These provisions have the combined impact of lowering taxable income while increasing cash on cash returns and net operating cash flow. Additionally, section 899 (which was expected to have negative implications for foreign investment in the U.S., given its retaliatory tax measures) was removed from the final bill. Bottom line, the final bill is widely viewed to have net positive implications for the U.S. commercial real estate market.
-
White papersChicago Multifamily: Fundamentals Outpacing Perceptions
Nationally, commercial real estate total returns declined by an average of 3.4% annually from the 2022 peak through 1Q 2025 (Exhibit 1), primarily due to the Federal Reserve’s rate hikes. While these macro headwinds have affected all markets, our attention is now shifting to local supply-and-demand fundamentals, which will increasingly determine performance. In this context, Chicago’s multifamily sector stands out: After years of underperformance, it now appears poised to close — and potentially reverse — its valuation gap relative to peers.
-
White papersGlobal Real Estate Outlook Mid-Year 2025: Opportunity amidst uncertainty
We are living through a period of unprecedented change, where accepted norms are challenged and new opportunities (and risks) continue to arise. A key question for investors is how to distinguish between cyclical signals, structural trends and short-term noise. Our mid-year Global Real Estate Outlook 2025, featuring top sector and market picks, is designed to support this balance, helping investors to walk the fine line between caution and opportunity.
-
White papersInvesting in the nature and climate transition: Creating value beyond traditional sustainable timberland management
There’s a growing consensus that the inexorable nature and climate transition taking place across the globe will have profound implications for the world economy. From where we sit as a global asset manager, this ongoing, multifaceted transition also implies a vast and rich spectrum of possibilities—many of them still emerging— for discerning asset allocators.
-
White papersScaling for success: creating value in mid-market infrastructure
In the mid-market infrastructure market, scaling a business into a fully functional institutional platform and capturing the associated scale premium are powerful drivers of value at exit. Among value-add approaches, buy-and-build can unlock significant growth. Over the past decade, InfraVia has consistently scaled platforms through a balanced combination of organic growth (CAPEX) and acquisition-led expansion (M&A).
-
White papersTimber’s tipping point: why global demand is set to outpace supply by 2050 according to Gresham House analysis
The ongoing increase in Greenhouse Gas emissions from human activities since the industrial revolution is a major contributor to climate change and rising global temperatures; average global temperatures have risen by 1.2°C according to The National Centre for Atmospheric Science, 2025. There is a strong global consensus that urgent and extensive action is needed, both to limit future warming and to adapt to a changing world to reduce the impact of climate change.
-
White papersThe evolution of Real Assets and the key to overcoming growing complexity
Real assets fund managers are pursuing ambitious growth targets the coming years to stay ahead of competitors in today’s market, however, they are also facing increasing complexity in their operations and reporting requirements to support such growth ambitions.
