All REIM articles – Page 8
-
White papersEuropean CRE total returns accelerate into 2026
European commercial real estate returns are expected to recover into 2026 as improving financing conditions and stabilizing valuations support renewed investment activity. Income growth and yield compression are likely to drive performance following the sector’s recent repricing.
-
White papersDiscipline will determine success in today’s market
Real Asset Insight CEO Questionnaire with Annette Kröger
-
White papersEuropean Retail Parks & Shopping Centers are Back
Macroeconomic drivers for retailers have become more supportive, as Eurozone 2026–30 real retail sales are projected to grow by 1.5% p.a.. Even if consumer confidence remains below pre-COVID levels, it has improved from 2023 lows and remained stable during recent challenging geopolitical uncertainties.
-
White papersEuropean CRE: Despite a Firm Footing, the Recovery Stumbles…
Europe’s CRE market recovery conditions are in place—a stable interest rate outlook, steady property pricing, improved financing access and positive rental growth prospects. Whether the market recovery gains traction in 2026 will depend on wider geopolitical and economic events.
-
White papersCRE debt: A strategic complement in private markets
Commercial real estate debt is gaining traction as a complementary strategy within private markets, offering attractive risk-adjusted returns and downside protection. In a higher-rate environment, lenders can benefit from improved loan pricing and stronger borrower demand for alternative financing.
-
White papersA Golden Opportunity for Senior Housing
Senior housing facilities provide healthcare and hospitality services to aging households and are segmented based on resident medical acuity levels and the required level of care: independent living, assisted living and memory care. The average age of senior housing residents is in the early-to-mid 80s.
-
White papersSchroders Capital Global Real Estate Lens Q1 2026: your go-to guide to global property markets
Global real estate is at an inflection point, with sentiment and liquidity improving in recent months, while the nascent capital value recovery has extended across more markets, supported by robust underlying fundamentals.
-
White papersEurope has institutionalised rental housing. Operations are now the edge.
European rental housing has reached institutional scale. Capital is committed, portfolios are expanding and conviction in the long-term fundamentals is well established. The next advantage will not come from allocation decisions alone. It will come from how effectively those assets are operated.
-
White papersDelivering sustainable alpha over long term time horizons
Chris Hohn’s TCI made headlines last year by delivering record profits and building on the firm’s track record as one of the leading global capital allocators. TCI runs a concentrated portfolio, with a limited number of companies held for long time horizons. Out of the vast global opportunity set, Spanish airports group Aena made TCI’s shortlist, which it has now held for over a decade.
-
White papersEurope’s three-S opportunity: student, senior and self storage.
European alternative real estate is entering a particularly attractive phase of the market cycle for investment. Following a period of material repricing, capital scarcity and heightened macroeconomic uncertainty, several operationally resilient alternative sectors now offer a rare combination of durable income, structural demand growth and re-based entry pricing.
-
White papersAffordable housing as a European challenge
Affordable housing emerges as a cornerstone of Catella’s House View for 2026, reflecting both the structural urgency and the strategic opportunity shaping Europe’s residential markets. Across Europe, housing has become an increasingly tangible constraint in everyday life.
-
White papersRising with the trends
How Europeans live is changing. Households are fragmenting, more of us are living longer, and everyone is feeling the pinch from higher prices. DeA Capital Real Estate aligns its investments with these trends. In co-operation with public authorities and specialist operators, the firm invests in purpose-built student accommodation, affordable housing, warehouses, hotels and offices. Emanuele Caniggia, CEO, and Emanuele Dubini, CIO of DeA Capital Real Estate, explain how they select the right type of building in the right location.
-
White papersEurope’s commercial real estate market has an opening for recovery and stability
Europe’s commercial real estate market is beginning to recover. The upswing is selective and uneven, but it is real. Capital is returning where asset-level fundamentals are clear and execution risk is understood. This creates a genuine window of opportunity for Europe, but one that will only be realised if the region remains competitive and decisive.
-
White papersNavigating divergence in Europe’s student housing market
Purpose Built Student Accommodation (PBSA) has matured into a recognised institutional asset class over the past decade. Across the UK and increasingly in Europe, the sector’s resilience and income stability have attracted long-term capital, underpinned by rising enrolments, global student mobility, and a structural undersupply of appropriate accommodation.
-
Asset Manager NewsEdmond de Rothschild REIM launches German residential strategy with acquisition of Berlin portfolio
Edmond de Rothschild Real Estate Investment Management has completed the acquisition of a seed portfolio of residential assets in Berlin, marking the first investment under its new German Residential Alpha strategy. The transaction reinforces EdR REIM’s conviction around investing in supply constrained residential markets across Europe.
-
White papersGlobal infrastructure: Listed securities offer opportunities
As global infrastructure needs continue to grow, private funding has become an increasingly important complement to government investment. Roads, utilities, telecommunications, and energy systems may offer investment characteristics including relatively stable cash flows and potential inflation-hedging properties. Various approaches to infrastructure investing, including direct investment, private equity, and listed securities, present different considerations for investors evaluating this asset class. Read the full analysis.
-
Asset Manager NewsEdmond de Rothschild REIM’s Euro Industrial Real Estate Strategy makes three acquisitions and one disposal
Edmond de Rothschild Real Estate Investment Management, on behalf of its Euro Industrial Real Estate fund, has acquired three new warehouse properties for a combined value of €29.8 million and successfully disposed of an asset for €7.2 million.
-
Asset Manager NewsCBRE IM backs IPUT Real Estate Dublin with significant equity commitment
IPUT Real Estate, Dublin’s leading property investment company, announces it has raised €175 million in new equity from CBRE Investment Management Indirect Strategies (“CBRE IM”) to continue to grow its prime Dublin office portfolio.
-
White papersCharter Hall Group 2026 Half Year Results
Earnings guidance upgrade following high equity inflows and an elevated level of transactions
-
White papers2026 Global Trends and Tactics
Global private real estate markets have shown signs of stabilization, with transaction activity increasing in recent quarters. Nuveen’s Global Trends and Tactics examines the current real estate environment, including recent performance trends across global markets, evolving transaction dynamics as pricing adjusts from prior peak levels, and opportunities in real estate debt markets as capital values and margins shift. This analysis explores both potential opportunities and risks for investors considering real estate allocations in the current environment. Read the full report.
