All Residential articles
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White papers2026 Europe - Student Housing, Sector Update
On the Continent, we have continued to observe strong performance of student housing assets. However, the latest academic year marked a material slowdown in operational performance for assets in the UK. Pricing in the sector has reflected changing fundamentals, as yields on the continent have remained stable or shown early signs of compression on a small number of markets, including Spain, Italy and Denmark.
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White papers2026 Europe - Specialty Residential, Sector Update
Residential performance in 2025 remained robust in 2026. The sector continues to be characterised by strong operational performance, with occupancy remaining high and positive rental growth across key target markets.
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White papersUK Senior Housing Comes of Age
The UK senior housing sector has evolved from a niche alternative sector into a major component of institutional real estate portfolios. Below, we examine the forces shaping the market, including demand-supply dynamics, performance and return drivers, recent transaction activity, and broader challenges and opportunities.
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Asset Manager NewsImpact fund Achmea Real Estate acquires 128 homes in Bilthoven for sustainability upgrade
Achmea Real Estate has acquired 128 apartments in Bilthoven on behalf of the Achmea Dutch Residential Impact Fund (ADRIF), with the ambition of making them more sustainable over the coming years. Tenants can expect enhanced living comfort and lower energy costs. This marks the first acquisition by the impact fund, which was established last year.
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White papersReal Estate Outlook – Switzerland, Edition 1H26
The year 2025 was marked by a high degree of economic policy uncertainty, as the US import tariffs placed a noticeable burden on export‑oriented economies such as Switzerland. With the start of 2026, geopolitical risks have come to the forefront. The conflict in the Middle East has driven commodity markets into extreme volatility and has heightened concerns about stagflation. Europe is feeling these effects very acutely, which is dampening the expected economic recovery.
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Asset Manager NewsAchmea Real Estate delivers outperformance across the board for clients
Achmea Real Estate delivered returns in 2025 across all its real estate funds and client portfolios (separate accounts) that exceeded the MSCI benchmarks*. All client portfolios recorded clear outperformance.
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Asset Manager NewsAchmea Real Estate raises nearly € 1.2 billion for investments in the Dutch real estate market
Achmea Real Estate has raised nearly € 1.2 billion in new investment capital so far this year. Most of this capital comes from clients looking to expand their investments in residential real estate further. Of this amount, € 65 million will be invested in the Achmea Dutch Residential Fund. New mandates have also been received by the healthcare real estate fund and the retail fund.
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White papersWhat the global housing shortage (and recovery) means for natural capital investment
The world needs more housing, and the math behind that shortage is staggering. Across the U.S., Canada, Australia, the U.K. and the EU alone, an estimated 5.1 million new housing units per year are needed just to close the gap. For timberland investors, that demand tells a compelling story about where wood consumption is headed. Read the full paper to explore the connection between the global housing shortage and the long-term case for natural capital investment.
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White papersEssential Housing Research Perspective
Essential housing performance, in aggregate, was modest during 2025. Demand remained positive, albeit slowing throughout the year. New supply seemingly peaked and began to roll off. Overall, average vacancies continued to rise in the EHF segment while average market rent growth decelerated materially.
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White papersInvesting in real estate: The window of opportunity is open
Momentum is returning to European real estate markets and the recovery is underway – albeit in an uneven fashion.
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White papersEurope has institutionalised rental housing. Operations are now the edge.
European rental housing has reached institutional scale. Capital is committed, portfolios are expanding and conviction in the long-term fundamentals is well established. The next advantage will not come from allocation decisions alone. It will come from how effectively those assets are operated.
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White papersIs now the moment to lean into single-family housing?
What happens when affordability pressures, demographic shifts and hybrid working all point in the same direction?
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White papersU.S. Commercial Real Estate Chartbook January 2026
Investment activity has been gradually increasing since reaching a low point in 2023. Depressed levels are largely due to redemption queues in funds. For example, the ODCE queue peaked at 19% of NAV in 2023 and is currently at 12%.
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White papers2026 European Real Estate Outlook
Why Alternative Real Estate Appears Poised to Come Out Ahead
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White papersInstitutional ownership of single-family rentals (SFR): Investor FAQ
Single-family rentals continue to attract institutional capital as affordability pressures persist, offering diversification benefits, stable cash flows, and exposure to long-term demographic trends.
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Asset Manager NewsHeitman Acquires Nine Asset Residential Portfolio in Fukuoka, Japan
Heitman LLC (“Heitman”), a global real estate investment management firm, today announced the acquisition of a nine-asset residential portfolio in Fukuoka, Japan.
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White papersQ1 Real Estate APAC Quarterly Spotlight
The lowdown on all that is meaningful in Asia Real Estate
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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 papersReal assets outlook: Widening investment opportunities
The logistics sector continues to lead the way within the real assets universe, in both the US and Europe. High-quality offices are seeing an improvement in pricing as the ‘return to office’ mandate gathers pace.
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White papersThe demographic supercycle: why U.S. seniors housing is poised to redefine real asset investing
The next great real estate cycle is already taking shape, and it’s being driven not by offices, logistics, or data centers, but any age. Over the coming decades, America’s 80+ population will swell at a pace unseen in modern history, colliding with a severe shortage of purpose-built senior housing and care.
