All Research & Forecasting articles
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Research Report2025 Market Outlook
Global economic growth will vary by region due to U.S. tariffs, protectionism, and immigration policies post-election, with persistent stagflation marked by low growth and high inflation.
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White papersReal Estate Convictions: An Asset Manager’s View of the European Real Estate Markets - Q4 2024
World growth is currently forecast at +3.3% for 2025, a slight improvement on 2024 (+3.2%). While economic activity in the United States will be determined by Donald Trump’s economic policy decisions, these will also have global repercussions. Similarly, China will probably need to step up its fiscal support to boost activity. Finally, while the outlook for the euro zone has improved, possible trade tensions with the US, lack of productivity gains and regional conflicts are all risks weighing on the economic outlook.
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White papersScenarios, risks and macroeconomic forecasts
Main and alternative scenarios, and Macroeconomic forecasts as of 24 January
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White papersGlobal Trends and Tactics: Real estate opportunities and risks in the current environment
Discover the latest quarterly real estate market trends in our quarterly research report. Dive deeper into regional market and sector conditions to find out the tactics we incorporate into our investment decisions.
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White papersKey themes for 2025: Riding the real estate recovery
The painful reset of private real estate seems to be in the rearview mirror, and we expect 2025 to be a good vintage for real estate investment.
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White papersPoised for growth: 2025 Inside Real Estate Outlook
We feel that the long-awaited turning point has arrived for commercial real estate.
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White papers2025 Global Public Real Estate Outlook Report
Global REITs began 2024 on a cautious note, as the market grappled with higher rates and higher inflation, causing central banks to delay easing monetary policy.
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White papersREITs 101: Unlocking the Value of Public Real Estate
In our last research article, titled “The Current Opportunity in REITs” we posited that REITs may have reached an inflection point after several years of underperformance. Building on that view, this article delves deeper into the fundamental reasons for investing in REITs, emphasizing the advantages of this unique asset class such as income generation, diversification, and inflation protection.
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White papersWhy Australia: A Growth Inflection Point
This is the second edition of Charter Hall’s Why Australia report, a leading thought leadership paper published annually.
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White papersInfrastructure 2025 Outlook
In 2025, the macro backdrop for private infrastructure is undoubtedly positive. Economic growth is resilient, inflation remains above average, and interest rates are declining. Valuations have also fallen in recent years, offering relative value compared to public markets. All stars appear aligned for the asset class, but here is a simple truth – there is no easy money left in infrastructure.
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White papersSchroders Capital Investment Outlook: Real Estate H2 2024
Our latest outlook shares findings from our proprietary valuation framework, which suggests that the sequential opportunity to access the long-term benefits of real estate on an attractive entry basis is now live across key geographies and sectors.
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White papersInfrastructure debt: Capturing the mainstream
Jerome Neyroud, head of infrastructure debt investments at Schroders Capital, on why infrastructure debt is no longer niche, the appeal of the asset class and the sectors poised to drive future demand.
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White papers2023 ESG Report
At Hines, we strive to be the best – and most innovative – real estate investment, development, and management firm in the world. Over the years, ESG has become an increasingly critical part of our thinking and planning for the future of Hines.
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White papersWhat’s after “higher for longer?”
We explore whether interest rates are likely to stay higher for longer or revert to the mean—and the impact it could have on real estate credit returns.
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White papersListed infrastructure: a missing piece in your portfolio
Investing in essential service providers, which are integral to our daily lives, results in unique investment characteristics that can diversify your portfolio across market cycles. The defensive growth profile of the asset class complements equities, fixed income, and private infrastructure. Integrating GLI into a traditional 60/40 portfolio by substituting 10% of equities holds the potential to provide similar returns while lowering overall portfolio risk.
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Research ReportU.S. Real Estate Sector Report – Fall 2024
Stay ahead in real estate with our U.S. sector report. Discover market trends and sector performance in U.S. commercial real estate.
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White papersMacroeconomic and financial market forecasts - October 2024
Macroeconomic forecasts as of 4 October
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White papersIs it prime for picking?
If you were to write down the combination of factors to create the ideal scenario for value-add investing, it would look remarkably similar to what we see in today’s markets. The alignment of deep repricing, intense liquidity pressures, the need to bridge the debt financing gap, a progressive regulatory environment, a reduced supply pipeline, evolving structural mega-trends and the loosening of interest rates have created a distinct opportunity for investors ready and able to deploy capital into real estate.
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White papersRising inequality: a global sustainability challenge that needs our attention
As the global economy grows, an increasing number of people are being left behind. This is more than a moral crisis—it’s an economic one.
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White papersReal Estate Outlook – Switzerland, Edition 2H24: Market momentum
The macroeconomic environment in recent years has been characterized by great volatility. The pandemic and the resulting economic slump were followed by inflation, interest rate hikes and the associated fears of recession as well as geopolitical upheaval, which significantly increased uncertainty in global trading markets.
