All REIM articles – Page 7
-
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 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 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.
