Tracking the opportunities in real estate markets
Explore the latest views on key real estate markets
Allocators interested in real assets will find plenty to read about in this selection of content, covering everything from industrial outdoor storage to high-tech data centers.
U.S. Real Estate Chartbook (MetLife IM)
Though vacancy rates have risen this year for multifamily and industrial, slowing construction sets the stage for stronger fundamentals in 2025 and 2026.
Transforming Urbanization (Nuveen)
Today, an estimated 57.9% of the population lives in urban areas. This is expected to rise to 68.4% by 2050, according to the United Nations.
Potential beyond the Conventional: Investment in IOS (Manulife IM)
For compliance reasons, this paper is only accessible in certain geographies
Demand-side changes during the e-commerce boom prompted significant supply-side events, affecting industrial real estate investment strategies.
Private Capital's Growing Role in Urban Development (PGIM)
Cities have faced a host of challenges over the course of history, including issues with affordable housing, transportation, public safety and economic opportunities.
The Data Center Investment Opportunity (Principal Real Estate Investors)
Spending on cloud infrastructure is projected to reach $156.7 billion by 2027, according to IDC. This will require more data centers.
How Property Rents and Expenses Depreciate (Journal of Real Estate Research)
For compliance reasons, this paper is only accessible in certain geographies
Economic depreciation of real estate value is important, but existing studies find a wide range of estimated rates, depending on the estimation method and data.
The Mystery of Anonymous Investment in U.S. Real Estate (EU Tax Observatory)
Illicit billionaire property portfolios are eye-catching, but they represent a more general phenomenon that demands more attention.
Institutional Investments in Affordable Housing (RERI)
The U.S. is experiencing a shortage of affordable housing, driven by a persistent construction shortfall and, more recently, high borrowing costs.
