All Research & Forecasting articles
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White papersThe Global Industrial Sector (R)evolution
The logistics and industrial sectors are both benefitting from secular demand, although the drivers are shifting.
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White papersPrivate Infrastructures: perspectives and added value through active management
In an economic environment marked by a future outlook in which interest rates and inflation may be higher and more volatile, investments in private infrastructure assets are an attractive alternative for investors seeking stability of returns, a good risk-adjusted return trade-off, and diversification of their overall portfolios. This report examines how active management in private infrastructure can enhance the value generated by this asset class.
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White papersTo Buy or to Build?
Buying early in the cycle and building later may feel intuitively correct, but our analysis of historical market data finds that the opportunity is more nuanced.
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White papersRetail parks and urbanisation: investing in the future of cities
Urbanisation is one of the defining forces of our time. As cities grow denser and more complex, pressure on infrastructure intensifies – particularly in retail. Consumers increasingly demand speed, convenience, and flexibility in their shopping experience, and urban environments must adapt to meet these expectations.
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White papersLaSalle’s European Cities Growth Index 2025
This year marks the 25th edition of the European Cities Growth Index, where we rank Europe’s cities on expected real estate demand growth, incorporating new factors on defence, climate, and energy in this edition.
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White papersKey considerations for investors in European real estate debt
There are a number of considerations institutional investors should bear in mind when selecting investments and structuring European real estate loan positions, including market dynamics, sponsor quality, asset fundamentals and investment structuring. Many of these can impact the risk and return dynamics and must be factored into thoughtful portfolio construction.
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White papersModern warehouses driving the next phase of industrial growth
Modern logistics and warehouse assets are leading global industrial growth, with demand supported by e-commerce, supply-chain resilience, and limited new development creating room for rent recovery.
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White papersHow can insurers position credit portfolios amid higher risk and uncertainty?
Insurers face a challenging credit landscape, with spreads near historic tights and limited dispersion. As uncertainty persists, strategies focused on credit quality, liquidity, and spread duration are gaining traction. Evolving regulations and underutilised asset classes, like high-quality structured credit, offer new opportunities to strengthen portfolios and enhance long-term resilience.
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White papersAn introduction to real estate debt
Over the last several years, we have seen an increase in the number of institutional investors around the world interested in adding real estate debt to their portfolios. In some instances, this is to replace an allocation to traditional fixed income, while in others it is both an enhancement and a way to further diversify their current level of real estate holdings.
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White papersPrivate Markets 700: The global investor barometer - An era of expanding possibilities
Private markets are entering an era of expanding possibilities. Our latest Private Markets 700 research - drawing on the views of more than 700 institutional investors worldwide - reveals that investors are asking for more from their private markets portfolios, tasking them with delivering on a wider set of objectives than ever before.
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White papersCan infrastructure weather the next storm?
Infrastructure has generally shown resilience in economic slowdowns, and through proprietary risk management and diversified exposure across defensive and cyclical sub-sectors, it potentially offers investors meaningful downside protection and attractive long-term risk-adjusted returns.
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White papersPower Play: The Emerging Powered Land Opportunity
Hines Research estimates that 40,000 acres of powered land—almost 2 billion square feet— are needed to support current projections for data center growth over the next five years. Understanding where specific pockets of opportunity are likely to emerge next is critical.
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VideoGlobal REITs Update – Q2 2025
In our video update for the 2nd quarter of the 2025 calendar year, Chief Investment Officer, Andrew Parsons covers key developments in the Global REIT sector and market insights, including:
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White papersAlternative opportunities 2025: outlook and methodology | USD | Q2 update
We remain neutral on how we’re allocating risk within our alternatives portfolio due to elevated downside growth risks, high equity valuations, and benign capital markets activity. In general, we’re more defensive, favoring private debt and hedged strategies versus private equity.
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White papersSchroders Capital Global Real Estate Lens Q3 2025: your go-to guide to global property markets
Improvements in pricing, valuations and deal activity are evident but have moderated given geopolitical uncertainties.
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White papersSingle-sector real estate funds outperform in Europe
Single-sector European real estate funds outperformed diversified peers in 2Q25, with income driving returns and Europe forecast to outpace the U.S. in 2025.
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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”.)
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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
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White papers2025 Global Public Real Estate Outlook Report
In last year’s outlook report, we anticipated that REITs were on the verge of takeoff in 2024. By summer, REITs hit the inflection point we were anticipating, and investor sentiment improved significantly towards the asset class. However, more cautious commentary during the Federal Reserve’s December meeting around future rate cuts led to a sharp market pullback in the final weeks of 2024. Despite this, global REITs ended the year with a mid-single-digit positive return.
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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.
