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With two decades of experience in the self-storage sector, Harrison Street Asset Management views today’s environment as one shaped by supply discipline, diversified demand drivers, and the advantages of scale and long-term operating partnerships. In this interview, Mike Gordon, global CIO at Harrison Street, reflects on how the firm’s self-storage thesis has matured since 2005, why demographic shifts and rising customer length of stay underpin long-term demand, and how falling construction starts are reshaping the sector’s supply/demand balance. Gordon also discusses Harrison Street’s recent joint venture with Morningstar Properties, the role of institutional capital in driving competitive dynamics, and why self-storage is increasingly viewed as a core-plus allocation within institutional real estate portfolios.

GMH Communities (GMH) and AEW Capital Management (AEW) have acquired two student housing communities.

Canada Pension Plan Investment Board (CPP Investments), Dream Industrial Real Estate Investment Trust, and Dream Asset Management Corporation (Dream) have formed a joint venture to acquire last-mile industrial properties in major markets across Canada.

Almanac Realty Investors, a business unit of Neuberger, has committed up to $300 million of growth capital to SparrowHawk.

Barings has made an off-market acquisition of Smithfield Industrial Estate, comprising 317–321 and 364–384 Woodpark Road, Smithfield, Sydney.

In 2026, the German real estate industry faces a year of opportunities in an early-cycle environment, according to Colliers’ latest report “German Real Estate Market Outlook 2026.”

According to Savills latest research, European real estate investment volumes are on track to reach €77 billion ($tk billion) in fourth quarter 2025, a 12 percent year-on-year increase. This would bring the full-year total to €215 billion ($tk billion), 9 percent higher than volumes recorded in 2024.

Stream Realty Partners has closed on the recapitalization of a portfolio of seven class A industrial assets in Texas.

The latest employment report from the U.S. Bureau of Labor Statistics (BLS) revealed signs of meaningful weakness in the labor market, with the unemployment rate climbing to 4.6 percent, the highest level since September 2021. It is up from the 4.4 percent reported in the previous month, in the most recent pre-shutdown data — and a weakening job market is set to have significant implications for investors in real estate, infrastructure and other real assets

Bain Capital Real Estate and 11North Partners have announced the close of a capital raise of up to $1.6 billion to invest alongside their co-owned, dedicated open-air retail-focused operating platform. 

Newmark Group has established its Korean flagship in Seoul, hiring a seasoned leadership team across multiple disciplines.

GARBE Industrial and ARTAR to establish a joint venture.

P-Three, the retail, leisure and placemaking agency, has been appointed by The City of London Corporation (CoLC) to transform the City’s iconic Leadenhall Market into London’s leading dining destination.

Forum Investment Group has appointed Jarvie Worcester as head of real estate.

LaTerra Capital Management, an affiliate of LaTerra Development, in partnership with Respark Residential, is under contract with AIMCO to acquire a 1,495-unit, seven-property multifamily portfolio located across key Chicago suburban submarkets including the cities of Evanston, Lombard and Elmhurst. The portfolio is being acquired at a purchase price of $455 million, with a closing targeted for the first quarter 2026. 

AmTrustRE has completed its $211 million acquisition of 260 Madison Avenue.

Nuveen views today as one of the most attractive commercial real estate credit environments in more than a decade. In an interview with IREI, Jason Hernandez, head of real estate debt, Americas, at Nuveen, explains the compelling relative value in the market, how investor allocations are shifting toward floating-rate senior loans, and what lending conditions could look like over the next 12–18 months.

Kering and Ardian have executed a joint venture agreement effective immediately regarding the Kering property located at 715-717 Fifth Avenue in New York City.

 Aberdeen Investments has made two real estate acquisitions: WORVE Yokohama Isezakicho, a newly completed build-to-rent property, alongside a portfolio of 29 residential properties across some of Tokyo’s most sought-after districts.

Slate Asset Management and Hamilton Lane has acquired a majority equity stake in Cold-Link Logistics, one of the ten largest privately-held cold storage platforms in North America.