All Returns 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 papers2026 Europe - Senior Housing, Sector Update
The European senior housing sector continues to benefit from extremely strong levels of demand. Occupancy remains at record levels (93%) and income growth remains in the high single digits in our high conviction markets of the UK, Spain, Germany and France. These dynamics are attracting a record level inflow of capital to the sector, with existing investors remaining expansionary and new investors entering the market.
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White papers2026 Europe - Self Storage, Sector Update
The self storage sector in the Europe continues to see solid fundamentals, with strong rental growth and stable occupancy despite a marked increase in supply reflecting demand for the sector. Self storage’s relative outperformance to other commercial real estate sectors continues to drive an increase in institutional interest in the sector.
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White papers2026 Europe - Life Sciences, Sector Update
The life sciences industry in the UK has transformed in the last few years. The growth of the sector has been supported by the requirements for medical advancements, improving therapies and technologies, and strong capital investment. With these factors driving the sector forward, real estate requirements have also evolved alongside the growth of occupiers in this space.
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White papersUK Real Estate: Talking Points April 2026
Welcome to Columbia Threadneedle Investments’ concise quarterly snapshot of current real estate market trends, using transparent market data to summarise key implications for asset allocation and performance prospects.
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White papersNew real estate cycle: Why opportunities are opening up again for institutional investors
Interview with Wolfgang Kessler and Michael Kammerzell from Union Investment Institutional Property GmbH
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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 papersHolding Onto Assets Is Now an Opportunity Cost
In a recent interview with IPE Real Assets, Nick Pink argues that investors who keep waiting for better conditions risk missing strong current opportunities in European real estate, where high quality assets are still achieving solid pricing and the cost of delaying could lead to lost value and diminished returns.
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VideoInvestor takeaways from today’s volatile and rapidly shifting private markets environment
Private Markets 700 research shows that institutional investor return expectations are increasing, regulation, geopolitics, and megatrends are reshaping infrastructure allocations and value add infrastructure opportunities are growing, as infrastructure appetite trends upwards.
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White papersWhy 2026 is a pivotal moment for U.S. self-storage investment
After years of correction and normalization, the U.S. self-storage sector is showing all the hallmarks of an early-cycle recovery. Supply is at its tightest in over a decade, property values have stabilized following a significant repricing period, and a recovering housing market could unlock a new wave of demand.
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White papersNavigating Structural Uncertainty with Discipline
After a turbulent period, real estate markets have absorbed a significant amount of pain. We believe 2026 will be defined by structural uncertainty and a return to fundamentals. Predicting interest rates remains complex, so underwriting will need to prioritize income quality over speculative cap rate compression.
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Asset Manager NewsEdmond de Rothschild Real Estate Investment Management makes first UK acquisition with purchase of a hotel in Stafford
Edmond de Rothschild Real Estate Investment Management has acquired a hotel in Stafford in the United Kingdom, on behalf of one of its retail strategies.
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White papersBeyond numbers: Using Data Intelligence to identify investment opportunities in real estate
AI-driven Data Intelligence is transforming real estate by uncovering previously hidden trends. Data Intelligence enables informed decisions by combing vast datasets like those provided by multiple listing systems to reveal insights like trends in yield compression.
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White papersSustainable dividends: The pursuit of quality and prudence
With the fight against inflation still under way amid the banking turmoil, dividend-income investment opportunities could grow in importance and play a significant role in total return. In this interview, Aline Avzaradel, portfolio manager of the Capital Group Capital Income Builder strategy, explains her focus towards dividend sustainability, as well as the need to avoid dividend cutters, which can undermine a portfolio’s long-term return potential.
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White papersWhy timberland now?
The case for investing in timberland now and for the long term rests on the asset class’s compelling combination of potential financial and environmental benefits.
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White papersEvidence of the low volatility anomaly
It is relatively easy to demonstrate the low volatility anomaly – the phenomenon that first came to light half a century ago showing that investing in higher risk equities is not necessarily rewarded with higher returns. Raul Leote de Carvalho explains.
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White papersIPM – Edition December 2022
3Q22 was a challenging one for private markets. Spreads between risk-free rates have narrowed or even reversed, leverage costs have soared and the economic outlook has weakened further. In this environment, it is crucial existing portfolios are positioned against some of the headwinds we know are coming next year.
