All United States articles – Page 4
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Asset Manager NewsBlueberry acquisition strengthens permanent crop platform
The Kempen SDG Farmland Fund has taken another deliberate step in developing a long term platform built around productive farmland and high quality crops. The acquisition of the Pan American and Othello blueberry farms in the Pacific Northwest adds depth to the portfolio and strengthens the Fund’s position in a region known for reliable fruit production and strong local expertise. Together, the farms cover about 312 planted hectares and 405 hectares in total across Oregon and Washington.
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White papersState credit quality is strong despite a shifting landscape
U.S. state finances are in their strongest position in modern history, but that headline strength is only the beginning of the story. Nuveen’s latest research unpacks why record reserves, falling debt burdens, and improved pension funding create a compelling case for state municipal bonds, and why the differences beneath the surface make careful credit selection more important than ever. Read the full paper to understand what the data reveals and how Nuveen approaches credit research in today’s municipal market.
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People NewsHeitman Welcomes Sach Diwan as Chief Information Officer in Data and Technology Group
Heitman LLC (“Heitman”), a global real estate investment management firm, is pleased to announce the appointment of Sach Diwan as Chief Information Officer.
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White papersOil prices threaten the tax tailwind
Last year’s One Big Beautiful Bill is set to deliver a powerful fiscal tailwind. Yet this stimulus is at risk of being undermined by higher oil prices resulting from the Middle East conflict, as higher energy prices effectively act as a tax increase on households. If crude prices settle around $90 per barrel, they could fully erode the benefits from the OBBBA.
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White papersU.S. Industrial Real Estate Rent Drivers: From the E-Commerce Era to the Automation Era
Over the past decade, the rise of e-commerce and evolving supply chain dynamics drove significant shifts in industrial real estate demand. In the mid-2010s, the need for fast delivery to individual consumers and businesses made convenient locations and particular construction features even more desirable.
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White papersMuni bonds have been resilient amid uncertainty
The municipal bond market had a bumpy start to 2026, but Nuveen’s latest quarterly outlook suggests the story is far from over. With taxable-equivalent yields near historic highs, record fund inflows, and a steep yield curve rewarding those willing to extend duration, there may be more opportunity in today’s volatility than meets the eye. From credit divergence in health care and higher education to shifting technical conditions, the details matter. Explore the full report to see how Nuveen is navigating the landscape heading into the second quarter.
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White papersThe Long Road to a U.S. Housing Recovery
Despite the Federal Reserve (Fed) cutting interest rates and the average 30-year fixed mortgage rate falling from its high of 8% in 2023 to just over 6%, the U.S. housing market continues to face challenges. Sellers are facing tepid demand and seeing potential buyers back out. Affordability, despite recent improvements, remains far below pre-pandemic levels. Residential investment per household has not improved, and structural factors mean supply constraints and price pressures could continue even if the Fed lowers rates further.
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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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White papersBeyond U.S. exceptionalism
Concerns are growing over economic activity, political tension and policy uncertainty in the U.S., creating a challenging investment environment. Headlines throughout 2025 and so far in 2026 underlined this uneasiness; foreign investors were reportedly leaving U.S. markets in droves amid currency volatility and tariff-driven fears, possibly spelling the end of U.S. exceptionalism as we know it. Adding to these doubts is the spectre of an increasingly deglobalized world.
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White papersMarket Commentary: Looking across the valley
If the Iran war does not derail it, the US economy should remain strong.
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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 papersFebruary CPI report: Calm before the storm
U.S. inflation showed signs of stabilization in the February CPI report, though persistent service and energy pressures suggest that renewed inflation risks could delay the pace of monetary easing.
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White papersSeniors Housing Market Perspective
The seniors housing sector continued to post solid revenue and NOI gains through the fourth quarter, extending the upward trajectory established over the past several years. Move-ins once again exceeded resident turnover, driving net absorption to a level nearly twice the long‑term average.
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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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WebinarPlayback | Implications of US-Israel strikes on Iran
During this webinar, our experts Vincent Mortier, Group Chief Investment Officer, Monica Defend, Head of Amundi Investment Institute & Chief Strategist, and Didier Borowski, Head of Macro Policy Research explored potential scenarios, assessed the outlook for energy markets and inflation, and examined the regional and cross-asset implications for investors.
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White papersFebruary jobs report: Job losses temper labor market stabilization hopes
The February jobs report highlighted emerging weakness in the U.S. labor market as job losses and slower hiring tempered expectations of a smooth stabilization in employment conditions.
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White papers3 views on the US-Iran conflict
As war in the Middle East escalates, investors are confronted with the reality of a world that is becoming more dangerous. With markets reacting minute by minute to the news, it is helpful to take a step back and consider events in a broader context. With that in mind, three Capital Group investment professionals offer their assessments of the developing US-Iran conflict.
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White papersThe Trump administration’s affordability plan
The Trump administration’s affordability plan aims to address housing cost pressures through supply-focused policies, though its effectiveness will depend on implementation and broader market conditions.
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White papersU.S. & Israel vs. Iran: A sharpening geopolitical fault line
Escalating tensions between the U.S., Israel, and Iran are intensifying geopolitical risks in the Middle East, raising concerns over regional stability and potential disruptions to global energy markets.
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White papersUS earnings stay strong
The US earnings season reinforces our view of a broadening rally into real‑economy, signalling an ongoing — albeit non-linear — rotation towards these sectors.
