All Returns articles
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White papersGeographic diversification in global real estate
Real estate remains misunderstood by investors accustomed to liquid markets. Its relatively opaque nature demands deep geographical knowledge; long timelines and trading costs may reward a long-term view.
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White papersIf you kept your head when all about you were losing theirs…
After three turbulent years, signs of recovery are beginning to emerge across real estate markets-prompting investors to reassess the role of core strategies in diversified portfolios.
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White papersHousing demand does not stop at the border
Institutional investors looking beyond their home market can now turn to Bouwinvest. The international expertise it built for bpfBOUW, the pension fund for the Dutch construction industry, is now open to other investors as well.
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Asset Manager NewsSenior housing can deliver competitive returns
The growing number of older households, longer periods of independent living and the shift towards providing support and care at home are increasing the need for suitable housing in The Netherlands. A white paper by Achmea Real Estate concludes that successful senior housing projects must align their location, residential quality and total housing costs with the needs and financial means of their target residents.
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White papersEuropean Student Housing: From Structural Undersupply to Institutional Opportunity
For U.S. institutional investors, European purpose-built student accommodation (PBSA) offers exposure to a familiar and proven living-sector asset class, at a materially earlier stage of institutional ownership and operating scale, particularly across Continental Europe. While the U.S. student housing market has developed sophisticated ownership and operating platforms over several decades, Continental Europe remains significantly less penetrated, with purpose-built accommodation representing approximately 15% of student demand versus 22% in the U.S.
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White papersUK Real Estate: Talking Points October 2026
A concise quarterly snapshot of current real estate market trends.
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White papersRe-imagining value-add real estate: How energy is reshaping European logistics
The energy transition is creating a growing convergence between infrastructure and real estate investing. While infrastructure investment focuses on expanding and decarbonising energy supply, improving the efficiency of existing buildings addresses the other side of the equation by reducing demand. As energy costs rise and power becomes increasingly constrained, reducing energy demand is creating a new source of value within real estate.
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White papersLooking Through the Noise: Conviction Returning?
The respite from the Middle East conflict proved short-lived. Interest rates remained elevated during the fragile ceasefire and have moved slightly higher as hostilities resumed. Energy price shocks and their inflationary impact are expected to persist through the rest of 2026…
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White papersGrowth is Fundamental
The U.S. economy continues to expand at a moderate pace despite geopolitical uncertainty, trade friction, and renewed inflation pressure. The key story remains the AI-led investment cycle, which is now an important driver of business spending and broader economic activity.
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White papersCRE transaction volumes rise again in September 2026
Real Capital Analytics’ newly published third-quarter CRE transaction volumes showed a sharp acceleration in activity, with headline volumes rising +89% year-over-year to $263.7 billion. While the magnitude of the increase was driven in part by several large portfolio- and entity-level transactions (which accounted for 54% of quarterly volume), the data nonetheless point to continued improvement in market liquidity and investor activity.
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Asset Manager NewsActis consolidates India roads portfolio under NXT-Infra Trust, creating a scaled-up and diversified roads platform spanning over 3,000 lane km
Actis, a leading growth market investor in sustainable infrastructure, today announced the consolidation of its Indian road portfolios into a single new platform – NXT-Infra Trust – consisting of 11 road assets spanning over 3,000 lane km.
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White papersThe case for UK retail parks
Retail parks are uniquely positioned at the intersection of three structural forces: value-oriented consumer behaviour, demand for convenience, and a constrained supply pipeline. We assess the outlook for one of the UK’s most structurally supported real estate sub-sectors.
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White papersU.S. Real Estate Sector Report
Stay ahead in real estate with our U.S. sector report. Discover market trends, sector performance, and future forecast now.
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White papersEurope Real Estate Sector Report
Navigate the complexities of the real estate market with our Europe sector report. Key outlooks and conditions at your fingertips
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White papersThe next chapter for global office
The global office market is moving past its post-pandemic malaise and is engaged in the early stages of recovery. Leasing activity is improving, transaction markets are beginning to reopen, credit is increasingly available, and capital values are stabilizing across a growing number of markets.
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White papersWhere Conviction Meets Selection: Finding Value in a Market of Diverging Real Estate Outcomes
A perspective on why investment selection, not broad sector exposure, may define the next phase of alternative real estate investing.
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Asset Manager NewsHines Announces Next Generation Leadership to Build on Global Real Assets Momentum
Adam Hines to join Laura Hines-Pierce as Co-CEO; David Steinbach named President; Alfonso Munk named Global CIO
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White papersWhy Australia - The Lucky Country: A Global Safe Haven
We are pleased to present the third edition of the Why Australia report. This qualitative and quantitative analysis explores Australia’s fundamental drivers influencing the outlook of Australia’s commercial real estate (CRE) sector and its resilience as a ‘global safe haven’.
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White papersAdding Physical Climate Risks
This research report is our seventh on climate-related risks, with this edition focusing on a more complete quantification of the impact of physical climate hazards on projected European real estate market-level returns.
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White papersCommercial real estate under higher inflation and interest rates
Why the interaction between inflation and real rates matters more than either variable alone
