All REIM articles – Page 4
-
White papersExploring non-fund investments in private real estate
Heightened market volatility and macro uncertainty present both risks and opportunities. Adverse economic cycles, market dynamics, and geopolitical shifts weigh down property values and rental income. When these risks and liquidity constraint persist, market dislocations often lead to compelling opportunities.
-
White papersWhy REITs Can Escape Trade Uncertainty
In our 2025 Global Outlook Report, we identified one of the year’s defining challenges for investors: navigating an increasingly complex and volatile macroeconomic environment. Now, as we approach midyear, those concerns have not only materialized-they’ve intensified.
-
White papersSteady returns, strong foundations: The case for commercial real estate debt
Commercial real estate debt delivers attractive, steady yields—powered by healthy pricing, rising lender market share, and strong loan maturities. Open-ended CRE debt funds offer about 7.4 % annualized returns with low volatility, providing solid income and diversification in today’s elevated rates environment.
-
Asset Manager NewsWaterways Ireland and IPUT Real Estate unveil major public realm upgrade along Dublin’s Grand Canal
Investment enhances public space, accessibility, and biodiversity between Leeson and Baggot Street bridges.
-
White papersWhy real estate credit amid continued trade policy uncertainty and U.S. debt concerns?
Real estate credit offers resilient income amid U.S. trade policy uncertainty and rising debt concerns, supported by floating rates, faster amortization, and equity cushions. Strong fundamentals in sectors like multifamily and industrial further reinforce its stability for investors.
-
White papersCross-border capital investment across global commercial real estate markets
While the majority of global real estate transactions in the most liquid real estate markets are by domestic investors, cross-border capital flows where the capital source isn’t the same country as the asset purchased, are also significant. Due to the recent shift in US tariff policy, cross-border investments into the US are being delayed or deferred. Since the US is the largest global commercial real estate (CRE) market, accounting for 38% of global transaction activity in the past 10 years, if capital flows are reallocated away from the US, how might this impact other key global real estate markets? (We also look at the implications on US commercial real estate liquidity and pricing in our companion piece, “Cross-border capital investment in U.S. commercial real estate”.)
-
White papersWhy APAC real estate now?
The global investment landscape remains highly uncertain, shaped by rapidly evolving geopolitical tensions and economic developments. Our base case reflects a combination of escalation and de-escalation scenarios regarding the trajectory of US tariffs. While we cannot predict how US tariff levels are ultimately going to shake out or the timing of the Federal Reserve’s first rate cut, we remain focused on navigating this volatility with a balanced perspective.
-
White papers2024 Global Public Real Estate Outlook Report
We believe REIT share prices are ready to take off in 2024 after patiently awaiting their turn on the runway for the better part of two years.
-
White papersEuropean real estate market commentary: July 2025
The Eurozone economy has shown resilience, but the outlook is clouded by geopolitical risks and fragile sentiment. Real estate markets remain supported by tight supply and there are immediate opportunities following the market correction, although negative sentiment currently weighs on activity.
-
White papersU.S. Real Estate: Appreciating Income in a Shifting Economy
CRE valuations held steady in the second quarter, though transaction activity was subdued amid economic uncertainty and periods of market volatility following “Liberation Day”.
-
White papersUK real estate market commentary: July 2025
The UK economy continues its slow and uneven recovery in the face of fiscal challenges, uncertainty over geopolitical events and shifting global trade policy, while the UK real estate market continues its own uneven recovery following a significant correction.
-
White papersIncreased Transition Risk Premium Based on Higher Costs & Better Data
The latest data on temperature and sea level rises confirm that climate change continues to advance. Despite reduced emissions from both the EU27 and the US, global emissions growth continues. These trends might push the Paris accord target of 1.5 degrees by 2050 out of reach when we consider all industries and countries.
-
White papersUK Real Estate: Talking Points July 2025
Welcome to our quarterly snapshot of real estate market trends, using transparent capital and occupational market data points to summarise key implications for asset allocation and performance prospects.
-
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 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.
