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LaSalle Investment Management has recapitalized an equity stake in CityWest.

To an American investor, the Canadian mortgage market looks familiar enough to ignore and distinctive enough to reward a closer look. So why is it consistently overlooked? Canada and the United States share a common language (mostly), legal traditions, and appetite for homeownership, yet Canada has built a residential credit system that behaves in almost the opposite way to the one south of the border.

Japan Excellent, a Tokyo-listed REIT, plans to sell three properties for a combined JPY 15.6 billion ($98 million) as part of its portfolio recycling strategy.

Hines has released research that identified the six U.S. cities among the highest-scoring in Hines’ analysis positioned to capture a potential tidal wave of investment, as an estimated $1 trillion in advanced manufacturing construction reshapes demand for industrial space over the remainder of the decade.

Tokyo-listed real estate developer Kasumigaseki Capital has acquired a hotel development site in Las Vegas through its U.S. subsidiary and launched a project targeting a spring 2030 opening.

Estimated preleasing at the Yardi 200 schools reached 89.1 percent in July 2026, 100 basis points above final occupancy data compiled in July 2025. Year-over-year rent growth totaled 2 percent in July, according to new data from Yardi Matrix.

The U.S. retail market is showing signs of renewed momentum, and enclosed malls are beginning to re-enter the investment conversation. Larger-format retailers that historically favored standalone or power-center locations, including IKEA and Target, are increasingly considering enclosed mall locations, a shift that could signal stronger confidence in traffic, demographics and the long-term durability of the format. At the same time, improving operating performance, limited new supply and more favorable debt markets are beginning to change the risk-return profile of quality malls. In an IREI interview, David Monahan, senior managing director in JLL Capital Markets’ New York office, discusses why he believes the mall recovery is sustainable, what is drawing retailers back to enclosed locations, and whether institutional capital could be next to return to the sector.

In a sponsored report published in the September issue of Institutional Real Estate Europe, Affinius Capital describes the factors contributing to the widening performance gap between modern, high-specification facilities that are in great demand, and older logistics stock, highlighting the implications of that shift for investment strategy within the logistics sector.

In a sponsored interview published in the September issues of Institutional Real Estate Asia Pacific and Institutional Real Estate Americas, Principal Asset Management’s Kevin Yam, managing director, portfolio management, and Jim Halliwell, managing director, head of housing and alternatives, discuss the evolution of the U.S. housing market, the long-term drivers of rentership, and why Principal believes today’s environment presents a compelling opportunity for a diversified living strategy.

In a sponsored supplement that accompanied the September issue of Institutional Real Estate Americas, Epic Advisory’s Suzanne West, founder and president, and Brandy Corcoran Carlson, partner, along with ENSO Advisor’s founder and CEO, Monica O’Neill, spoke about fiduciary culture, the realities of raising institutional capital and what separates a deal sponsor from an institutional-quality platform. “A manager usually gets one chance to make a first impression,” explains West in the interview. “If the story, structure or operating model is not ready, meaningful engagement is nearly impossible.”

In a sponsored interview published in the September issue of Institutional Real Estate Asia Pacific, Marcus Meijer, CEO and founder of MARK Capital Management and chairman of Crossbay, explains how MARK is scaling their pan-European urban logistics portfolio, underscoring the irreplicable quality of logistics assets located in dense, historical European metropolitan areas, and describing how Crossbay’s localised networks allow them to source those ownership-fragmented assets on an off-market, bilateral basis.

In a sponsored supplement that accompanied the September issue of Institutional Real Estate Americas, Brandon Rembe, chief solutions officer of Juniper Square, spoke about the exponential growth of AI and why GPs and LPs need to be using it in their firms today.

In a sponsored interview published in the September issue of Institutional Real Estate Americas, Argosy Real Estate Partners’ co-CEOs and managing partners, David Butler and Andy Stewart, discuss why, in their view, a lower middle-market investment strategy is well suited to identifying opportunities in alternative property sectors.  “The sec­tors where we see the most compelling risk-adjusted opportunity are those where demand is driven by structural forces, demo­graphics, digital infrastructure and supply-chain logistics because that demand persists independent of where we are in the invest­ment cycle,” says Butler.

As operating margins compress across multifamily, investment performance is increasingly defined by operational excellence rather than simple reliance on market-driven growth. In a sponsored interview published in the September issue of Institutional Real Estate Americas, Cortland CEO Steven DeFrancis explains why this shift is elevating the importance of vertically integrated operating mod­els to drive standardized operations, quality of the resident expe­rience and data-driven decision making. “Today’s environment really requires operators to do two things well at the same time: preserve performance while continuing to meet a higher bar for residents,” says DiFrancis. “That balance is difficult to strike without full control of your oper­ating platform.”

In a sponsored interview published in the September issue of Institutional Real Estate Americas James Cooper, global head of analytics engineering and AI, and Scott Cesta, head of digital strategy and portfolio management at CBRE Investment Management (CBRE IM), discussed how AI is transforming how business is done, and how quickly it is being adopted throughout the real assets world. “What stands out with AI is how proactively the business has embraced it,” says Cooper. “Employees at every level are seeking it out themselves, and adoption is moving at a pace traditional technology deployments struggle to achieve.”

In a sponsored report published in the September issue of Institutional Real Estate Americas, Larissa Belova, head, CIO and lead portfolio manager of UBS’ Real Estate US, and Frances Osei-Bonsu, research economist in the real estate research and strategy team of Real Estate US, delineate the economic, technological, political and infrastructural forces that have transformed and differentiated demand in the industrial sector, making the case that assessing logistics assets today requires an investment manager with a thorough, specific, and technical understanding of the market that goes far beyond “location, location, location.”

In a sponsored interview published in the September issue of Institutional Real Estate Americas, BGO's Steve Reents, CIO and managing partner, and Chris Liedtke, managing director and chief data scientist, provide an in-depth description of the motivations and advantages of BGO’s data-driven investment philosophy, the specific ways they deploy data and quantitative methods to guide their decision-making on multiple levels of analysis, and the mutually-beneficial collaboration that exists between the data science team and investment leadership.

In a sponsored interview published in the September issue of Institutional Real Estate Americas, Joshua Crane and Robert Schwartz, co-founders and managing principals of S3 Capital, delve into the nuances of construction lending, clarifying how it differs from other forms of private credit, explaining the role it can play in building resilient portfolios, and demonstrating the success of their hands-on, specialized approach.

In a sponsored report published in the September issue of Institutional Real Estate Americas, Affinius Capital surveys the improving fundamentals of the industrial market, stressing the lead that large logistics facilities have taken relative to smaller ones, identifying markets in which the most compelling opportunities in bulk logistics are likely to emerge, and considering the acquisition and development strategies that will best position investors for this next phase of the cycle.

While the long-term need for data centres appears certain, the investment case is less straightforward. For this relatively young sector, questions around liquidity, technological change and returns remain unresolved, prompting investors to look beyond the hype before committing to capital, writes Elise Machanych.