All Research & Forecasting articles – Page 3
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White papersTop 5 reasons to consider an allocation exposure to direct real estate
Investors today are re-evaluating risk and reward in their portfolios. Real estate can fulfill a need for stability, diversification, performance, and yield, in a world starved of income.
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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 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.
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White papersScaling for success: creating value in mid-market infrastructure
In the mid-market infrastructure market, scaling a business into a fully functional institutional platform and capturing the associated scale premium are powerful drivers of value at exit. Among value-add approaches, buy-and-build can unlock significant growth. Over the past decade, InfraVia has consistently scaled platforms through a balanced combination of organic growth (CAPEX) and acquisition-led expansion (M&A).
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White papersTimber’s tipping point: why global demand is set to outpace supply by 2050 according to Gresham House analysis
The ongoing increase in Greenhouse Gas emissions from human activities since the industrial revolution is a major contributor to climate change and rising global temperatures; average global temperatures have risen by 1.2°C according to The National Centre for Atmospheric Science, 2025. There is a strong global consensus that urgent and extensive action is needed, both to limit future warming and to adapt to a changing world to reduce the impact of climate change.
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White papersThe evolution of Real Assets and the key to overcoming growing complexity
Real assets fund managers are pursuing ambitious growth targets the coming years to stay ahead of competitors in today’s market, however, they are also facing increasing complexity in their operations and reporting requirements to support such growth ambitions.
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White papersTargeted investment: Untangling the building and the grid
Integrating the right metrics into the investment process can help to effectively promote sustainability and boost returns.
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White papersKeep calm and carry on? The ISA Outlook 2025, six months in
In a recent conversation, Dominic Silman and Brian Klinksiek revisited LaSalle’s ISA Outlook themes amid 2025’s rapidly developing and unpredictable geopolitical and macroeconomic climate.
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White papersQ&A with Global CEO Mark Gabbay
Real estate: The world’s simplest, most complicated asset class
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VideoGlobal REITs Update – Q1 2025
In our video update for the 1st quarter of the 2025 calendar year, Portfolio Manager, Marco Colantonio covers key developments in the Global REIT sector and market insights
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White papersAPAC Research Perspective - Q2 2025
Q2 2025 was a turbulent period for financial markets, driven by tariff threats, protracted negotiations, geopolitical tensions, and heightened bond volatility. In equity markets, US exceptionalism was challenged, prompting investors to reallocate in search for more attractive valuations, eventually resulting in Asia Pacific benefiting.
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White papersEssential Housing Research Perspective - Q2 2025
The 90+ days stretching from April 2nd Liberation Day through the July 4th signing of the One Big Beautiful Bill (OBBB) represents one of the most consequential periods of federal government policy change in many years. When taken together, these policy changes are, at best, mixed and in some ways negative for both future essential housing development and the financial wellbeing of essential housing renters.
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White papersSeniors Housing Research Perspective
The seniors housing sector showed continued strength through the second quarter, with healthy gains in both revenue and net operating income (NOI). Net absorption reached near-record highs, driven by move-ins outpacing move-outs, 11% above last year’s second-quarter pace and more than any quarter before the pandemic according to the National Investment Center for Seniors Housing & Care (NIC).
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White papersU.S. Economic & Property Market Perspective - Q2 2025
Bookended by “Liberation Day” on April 2nd and the President signing into law the “One Big Beautiful Bill” on July 4th, the past 90+ day period is arguably the most consequential period of federal government policy change in the U.S. since the onset of the Global Financial Crisis (GFC) in the latter part of 2008 and early 2009.
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Research ReportIncrease In Conversions Expected To Benefit European Office Market Recovery
In this publication, we update our analyses for European office markets. Our initial analyses show that GenAI is expected to have a positive impact on office employment as it will automate certain routine tasks, while creating new higher value-add AI-related jobs. London, Paris and Frankfurt are expected to benefit most from future AI adaptation.
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White papersThe European market view: Does uncertainty reign?
Breaking economic patterns: Europe’s real estate landscape
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Research ReportInfrastructure Quarterly: Q2 2025
Although the start of 2025 saw rollercoaster market volatility and tense global trade dynamics, infrastructure markets demonstrated resilience and adaptability. The rise in capital inflows and doubling of greenfield deal activity in data centers and renewable energy speaks to the market demand for infrastructure despite pending tariffs and policy uncertainty.
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White papersQ3 2025 Global Trends and Tactics: Real estate opportunities and risks in the current environment
Global real estate returns positive last four quarters
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White papersSchroders Capital Global Real Estate Lens Q2 2025: your go-to guide to global property markets
Valuations and transaction prices have continued to stabilise and recover despite uncertainties.
