Affinius Capital identifies early-stage recovery across CRE as liquidity returns in latest report

by Andrea Zander

Affinius Capital’s 2026 North American House View, From Static to Signal: The Path to Lift-Off, suggests the commercial real estate market is beginning to transition out of the prolonged period of capital markets gridlock as pricing adjustments largely work their way through the system.

Surveyed investors increase exposure to seniors housing sector in 2026

by Released

Rolling four-quarter transaction reached more than $24 billion by year-end 2025 – the highest level since second quarter 2015, which reached $26 billion, according to JLL.

JLL’s Daniel Peek on divergence, liquidity and the next phase for hotels

by Andrea Zander

The global hotel market is entering a period of performance divergence across assets, markets and operators, introducing new investment opportunities as capital markets improve. That divergence is becoming more pronounced in 2026, driven by factors including post-pandemic recovery patterns, the return of business travel and a slowdown in international travel.

The data center dilemma: Why core open-end funds should think twice

by Andrea Zander

Data centers have become one of the most capital-intensive areas of real estate, attracting significant institutional investment. But not all investors are approaching the sector in the same way. Josh Pristaw, president and managing director at Clarion Partners, outlines why the firm remains focused on other sectors with durable, long-term cash flow characteristics and how that shapes its view on data centers. He also discusses where capital is flowing, how returns may evolve as new supply comes online and why the sector presents challenges for core, open-end strategies.