All Returns articles – Page 3
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White papers2026 Mid-Year European Outlook: European Real Estate Recovery Can Withstand Pressure From Middle East Conflict
The conflict in the Middle East retains centre stage. Regardless of its short-term pressures, the long term prime European real estate recovery is forecasted to withstand its effects and stay on track with solid current income yields and projected rental growth offering resilience over our 5-year horizon.
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White papersAddressing and Demystifying Risk in Senior Construction Lending
Although real estate construction lending is sometimes perceived as one of the riskier segments within the credit markets, we believe well structured and properly monitored senior construction loans tend to exhibit strong risk mitigating features.
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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 credit’s consistency shines in a turbulent market
Why real asset lending is built for today’s environment
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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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White papersISA Briefing: Dissecting macro memes
Since the end of February, all eyes have been on events in the Persian Gulf. (LaSalle’s latest views on the potential economic and real estate impacts are conveyed in our ISA Quick Take, published March 25th, “The Iran war, four weeks on”.)
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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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White papersUS Valuation Outlook: ODCE Index Poised for Next Chapter
Core real estate values stabilized in 2025 following a multi-year correction. The valuation adjustment now appears largely behind the market, and financial conditions improved as the year progressed. In tandem, underlying property performance strengthened and capital-market activity picked up.
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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 papersSchroders Capital Global Real Estate Lens Q1 2026: your go-to guide to global property markets
Global real estate is at an inflection point, with sentiment and liquidity improving in recent months, while the nascent capital value recovery has extended across more markets, supported by robust underlying fundamentals.
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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 papersReal Estate Investment Outlook: the recovery is underway
Despite still-subdued market activity, our real estate outlook points to continued evidence of a market recovery that we expect to gather momentum into 2026, with transaction volumes edging higher, rents being supported by constrained supply, and valuation opportunities across sectors and geographies.
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White papersHow macro factors could shape real estate performance – and why investors should care
A new academic paper finds that five key macroeconomic variables explain much of the performance of US real estate strategies. Understanding how these relationships shift through the cycle can help position portfolios for long-term success.
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White papersSchroders Capital Global Real Estate Lens Q3 2025: your go-to guide to global property markets
Improvements in pricing, valuations and deal activity are evident but have moderated given geopolitical uncertainties.
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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 papersSchroders Capital Global Real Estate Lens December 2023: your go-to guide to global property markets
This edition of our Global Real Estate Lens summarises the key data and trends for prevailing economic and capital market conditions, real estate occupier markets, and private real estate debt markets.
