All Research & Forecasting articles – Page 3
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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.
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White papersRedevco publishes its 17th Responsible Investment Report
We are proud to present our 17th Responsible Investment Report, which is a testament to our mission of transformative real estate that builds value for investors and enriches communities. This report, Connecting Performance to Impact, details the progress towards our sustainability targets in 2024 across four impact pillars: built environment, natural environment, social value and responsible governance.
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White papersWhy Australian office: Perception, reality and the great opportunity
Over the past four years, the performance of the office market was dominated by the uncertainty cast by the pandemic-induced lockdowns and the largest interest rate cycle in decades. The consequential unknowns over workplace strategies, the economy, and adjustment to higher rates contributed to the largest valuation repricing since the GFC.
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White papersSeizing the “Debt-First” Office Moment Timing: Extended, Opportunities Unlocked
As we progress into 2025, Hines Research believes market conditions continue to support the thesis for debt investment in the U.S. office sector.
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White papers2025 Half Year Results
We use our expertise to access, deploy, manage and invest equity to create value and generate superior returns for our investor customers
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White papersEurope Real Estate Sector Report
Europe’s real estate market is showing early signs of recovery, with industrial and residential sectors leading the way, while office spaces continue to face challenges. Investors should focus on high-quality assets in resilient submarkets to navigate the evolving landscape.
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Research ReportReal Estate House Views H1 2025
Explore our collection of in-depth outlooks on real estate investing globally.
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White papers2025 Europe Self Storage Sector Update
The self storage sector in the Europe continues to see strong fundamentals, with strong rental growth and stable occupancy despite a marked increase in supply reflecting demand for the sector
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White papersU.S. Real Estate Sector Report
The U.S. office real estate market shows early signs of recovery, with selective opportunities emerging despite ongoing challenges.
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White papersHarrison Street 2025 Europe Outlook
Europe’s Inflation Story: Significant Progress Has Been Made but Risks Remain
