All Research & Forecasting articles – Page 2
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White papersForests as a strategic investment
Wood is an important economic resource. Due to the growing middle class worldwide, there is increasing structural demand for wood. In this context, forests are becoming an attractive investment, ensuring long-term strategic access to wood in times of geopolitical uncertainty.
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White papers2026 Real Estate Market Outlook
The headwinds encountered for real estate investment over the last few years seem to be receding. Compared to the beginning of 2025, interest rates are lower, real estate liquidity is improving, the economy is growing, and new construction is decelerating materially.
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White papersA European cycle for selectivity
Europe’s real estate market is entering a new phase where disciplined asset selection, local insight, and active management are critical to unlocking value amid uneven recovery.
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White papersValue add infrastructure: Moving up the curve in an era of expanding possibilities
The infrastructure revolution is underway in private markets, opening up new possibilities in the value add space.
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White papersCleared for Takeoff: A New Flight Path for Real Estate - 2026 Global Investment Outlook
After years of ongoing turbulence punctuated by repricing, interest rate fluctuations, and recalibrations, the global commercial real estate sector appears to have found a stable altitude—and is now primed to begin its next ascent.
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White papersCities of the future: What will cities look like in 2050?
Today’s private market investments will shape 2050 cities. We explore what this could look like, and the related challenges and opportunities.
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White papersEmbracing infrastructure opportunities: Infrastructure allocations gain momentum as investor interest grows
The rise in infrastructure assets under management (AuM) has been driven more by internal growth in unrealized value in recent years, as opposed to the growth in dry powder. Challenging fundraising conditions throughout 2023 and 2024, against a backdrop of a resurgent deal market, have seen dry power stocks fall 12% over 2024. While fundraising has more recently picked up, returning to a record pace in 1H25, longer-term growth in fundraising inflows is fundamentally a function of investor allocations.
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White papers2026 Market Outlook
Market Fundamentals and Capital Trends: 2025 Global growth at 3.2%, Korea at 1.0%. US tariff agreements, export strength, fiscal policy to support GDP growth upward revision.
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White papersInsights from the Asia Pacific Real Estate Market
In this exclusive three-part series, we unpack the forces shaping the region’s investment landscape, from long-term performance and macro fundamentals to sector innovation and demographic shifts. Whether you’re navigating tactical plays or positioning for the next cycle, these insights offer a forward-looking lens into one of the world’s most dynamic real estate markets.
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White papersOperational Real Estate in Europe: Sectoral Insights & Market Focus
In our first paper on Operational Real Estate (OpRE), we summarised the necessary skills that investors require in order to effectively manage OpRE investments. We concluded that a blend of real estate expertise and traditional private equity knowledge was required to select and acquire OpRE assets.
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White papersSurging European real estate sentiment into 2026
Investor confidence in European real estate is strengthening, driven by easing financial conditions and improving fundamentals, setting the stage for renewed activity through 2026.
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White papersCRE vs. housing prices: A normalizing disconnect
The gap between commercial real estate and housing prices is beginning to normalize, reflecting shifting interest-rate expectations and signaling potential re-entry points for long-term investors.
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White papersUS real estate outlook – Edition 2025/26
Transaction activity in US commercial real estate regained some momentum in 3Q25, with deal volumes up 17.0% YoY and investment volumes at USD 125 billion for the quarter. Momentum was broad-based, with gains across office (+38%), retail (+24%), senior housing (+21%), apartment (+13%), and industrial (+8%).
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White papersAsia Pacific real estate outlook – Edition 2025/26
When the Trump administration fired off its tariff salvoes in April, Asia was on the front line. Since then, however, some of the smoke has started to clear. Although the past few months have been a volatile mix of tariff ramp-ups, retreats and trade deals, a truce of sorts appears to be holding – for now, at least.
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White papersSwitzerland real estate outlook – Edition 2025/26
The Swiss economy grew by 0.8% in 1Q25, driven mainly by early export activities ahead of Liberation Day. However, momentum slowed in Q2, with GDP growth at just 0.1%, though still stronger than expected.
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White papersGlobal real estate outlook – Edition 2025/26
The impact of tariffs is starting to feed through to US consumer prices, with the latest inflation print at 3.0% for September, up from 2.7% in July, but still below the 4.0% initially feared following the ‘liberation day’ announcements in April. We have yet to see the full impact of tariffs come through, with an expected one-off uptick in inflation, and there remains a constant threat of further changes to tariff levels.
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White papersGlobal Real Estate Outlook 2026: Real estate in the age of AI - Mapping tomorrow’s landscape
Real estate has been, and always will be, heavily influenced by structural changes. The rise of Artificial Intelligence (AI) is an increasingly important theme – one which is beginning to dramatically change our world and have widespread consequences for the sector.
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White papersOpportunity in real estate credit
Private lender originations in commercial real estate (CRE) have increased sharply over the past year. Policy rate reductions and the bottoming of property prices have renewed interest in the attractive historical attributes of this asset class.
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White papersQ4 2025 Global 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.
