All Returns articles – Page 4
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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 papersReal Estate Capital Europe: Keynote Interview - Dependability becomes the differentiator feat. Jim Blakemore
In BGO’s Real Estate Capital Europe Spring 2026 briefing, Global Head of Real Estate Debt Jim Blakemore discusses how dependability has become the ultimate differentiator in European real estate finance amid geopolitical volatility and shifting credit landscapes, with alternative lenders gaining market share and BGO deploying significant capital across sectors and geographies. The report details how seasoned lending experience and a diverse, cross-cycle platform are positioning BGO to support borrowers and seize emerging opportunities as markets stabilize and a broader array of asset classes becomes investible in 2026 and beyond
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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 News
Edmond 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 papers
Real 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 papers
How 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 papers
Schroders 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 papers
Beyond 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 papers
Schroders 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.
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White papers
Sustainable 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 papers
Why 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 papers
Evidence 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 papers
IPM – 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.
