SPONSORED: Nuveen Real Estate — The demand decade: A generational opportunity in U.S. senior housing by Mona Bower In a sponsored report published in the July/August issue of Institutional Real Estate Americas, Donald Hall, global head of research at Nuveen, describes the profound demographic shift that is driving demand and informing projections of outperformance in senior housing, explaining how investors can best position themselves to capitalize on the emerging opportunity.
SPONSORED: UBS — Housing act: Insights for institutional real estate investors by Mona Bower In a sponsored report published in the July/August issue of Institutional Real Estate Americas, UBS Asset Management’s chief investment officer Larissa Belova, and research economist Frances Osei-Bonsu explain the key provisions of the “21st Century ROAD to Housing Act,” its potential impacts, and the strategic implications it will have for institutional single-family rental and apartment sector investors.
SPONSORED: Kayne Anderson — Investing in alternatives from the ground up: A subsector approach for stable returns by Mona Bower In a sponsored interview published in the July/August issue of Institutional Real Estate Americas, Kayne Anderson’s Kyle Mayes, senior managing director, fund management, core real estate, discussed the long-term, resilient demand that accounts for the growing interest in alternative sectors, how their outperformance has occasioned a rethinking of the role they can play in the core real estate market, and how a subsector approach and operational expertise can generate stable returns.
SPONSORED: BGO — From policy to performance: How LP expectations are shaping sustainable investing by Mona Bower In a sponsored interview published in the July/August issue of Institutional Real Estate Americas, Ailey Roberts, principal, global head of sustainable investing at BGO, explains how the firm’s approach to sustainability is tailored to match client risk and return expectations throughout the investment cycle, the benefits of regional expertise within a global framework, and how success requires fostering well-aligned, trusting relationships with both clients and internal stakeholders.
SPONSORED: Fillmore Capital Partners — Where operating insight meets healthcare opportunity by Mona Bower In a sponsored Q&A published in the July/August issue of Institutional Real Estate Americas, Ronald E. Silva, CEO, and Anthony J. Varone, senior vice president of capital markets and strategy, along with Wesley Rogers, CEO and president of Brickyard Healthcare, and Dr. Alan Wang, CEO and chief medical officer at Salude, talked about Fillmore's history as a healthcare investor, the operating platforms behind that experience, and the strategy now taking shape in Fillmore Healthcare Opportunities.
Institutional investors increasingly view real estate debt as a stable source of income and downside protection by Andrea Zander Private credit real estate funds face a challenging environment in 2026 as higher interest rates, inflation, weaker valuations and recession concerns weigh on commercial real estate markets. Despite those pressures, industry participants and the Federal Reserve generally view risks in the private credit property sector as manageable, with redemption requests remaining under control.
What does the growth of out-of-home delivery networks mean for urban logistics facilities? by Marek Handzel Writing in the parcel locker provider’s 2025 yearly results report in March, Brzoska highlighted the Polish company’s record delivery volumes, which saw it handle 1.4 billion parcels, a 25 percent year-over-year increase. In the euro zone, wrote Brzoska, InPost had scaled rapidly, with lockers becoming a mainstream delivery choice and Mondial Relay — which InPost bought in 2021 — strengthening its position as a trusted European brand. In the United Kingdom, following the integration of Yodel, InPost was also investing to build scale, he revealed. “As we enter the next chapter, we remain focused on shifting European ecommerce to out-of-home, unlocking operational synergies across our platform and continuing to invest significantly to support our long-term growth,” he added.
Can a revised SFDR framework truly ease the burden on managers while releasing more capital to increase sustainable real estate? by Chris Anderson The European Union’s Sustainable Finance Disclosure Regulation (SFDR) was introduced in 2021 with an ambitious objective: improve transparency, reduce greenwashing and direct more capital towards sustainable investment. In real estate, however, the framework has often generated as many questions as answers.
Research | Jun 19, 2026 How AI can turn real estate operations into investment insight by Andrea Zander As artificial intelligence (AI) becomes more accepted across commercial real estate, the conversation is shifting from whether firms will adopt the technology to how they will use it to improve operations, decision-making and investment performance. David Stifter, the CEO of PredictAP, discusses how AI is being applied to some of commercial real estate’s most detailed back-office functions, including invoice coding, accounting workflows and expense management. He addresses why real estate has historically been slower to adopt broad technology tools, why AI may be different, and where purpose-built platforms can help firms manage highly specific, property-level knowledge. Stifter also discusses the balance between automation and human oversight, the limits of AI accuracy, growing fraud risks tied to generative AI, and how better data can help firms identify operational risks, uncover hidden inefficiencies and spot opportunities sooner.
Research | Jun 18, 2026 The empty nest is on hold: 1 in 3 adults under 35 lives with their parents, Realtor.comfinds by Released A record 25.2 million adults under 35 lived with their parents in 2025, surpassing even the pandemic peak, as housing costs continue to price young adults out of independent living, according to a new Realtor.com report. One in three adults under 35 now shares a home with a parent, a rate that has held near its 2020 record high with little sign of easing.
Research | Jun 18, 2026 Cushman & Wakefield report highlights strong growth and tight supply in U.S. Medical outpatient building sector by Released Cushman & Wakefield has released its 2026 Vital Signs report today, signaling continued strength across the medical outpatient sector driven by surging healthcare demand, an aging population and an ongoing shift toward outpatient care.
Transactions | Jun 18, 2026 CIM Group’s Permanent Power Company closes $600m construction financing facility for Grape Solar and Energy Storage Project by Released CIM Group’s Permanent Power Company has closed an approximately $600 million construction financing facility to proceed with development of its solar and energy storage project in California, Grape.
Investors | Jun 18, 2026 Stable commits U.S. $100m to Zenzic Capital’s evergreen credit strategy by Released Zenzic Capital has received a $100 million strategic commitment from Stable Asset Management into the Zenzic Real Estate Credit Opportunities Fund (ZRECO), the firm’s evergreen credit strategy.
Fundraising | Jun 18, 2026 CapMan Real Estate announces first close of Nordic Real Estate IV by Released CapMan Nordic Real Estate IV (CMNRE IV), the fourth vehicle in CapMan Real Estate’s value-add fund series, held its first close on June 17, supported by existing and new international investors. The fund is on track to reach its target size of €750 million ($868 million) in commitments.
Transactions | Jun 18, 2026 Patron Capital, Trei Real Estate sell portfolio of retail parks in Poland for €110m by Released Patron Capital, the Pan‑European real estate investment manager and investor focused on property‑backed investments, in partnership with Trei Real Estate has sold six Polish retail parks to a joint venture between Generali Investments CEE (Generali Fond Realit) and SCF (SCF Investment Partners SICAV), for €110 million ($127 million).
Transactions | Jun 18, 2026 OneIM, AENDRE and LHC complete acquisition of Central London hotel portfolio from APG with financing from Cheyne Capital by Released One Investment Management (OneIM), AENDRE Group and LHC Group (LHC) have acquired a three-property Central London hospitality portfolio from APG.
Transactions | Jun 18, 2026 Madison Realty Capital originates $480m loan for office-to-residential conversion in Midtown Manhattan by Released Madison Realty Capital has originated a $480 million loan to Yellowstone Real Estate Investments for the conversion of 1740 Broadway, a 523,051-square-foot, 27-story office building in Midtown Manhattan, into a 420-unit luxury residential project.
Research | Jun 18, 2026 Renewed geopolitical tensions create ‘Ground Hog Day’ for real estate liquidity recovery by Released Commercial real estate liquidity conditions reversed in first quarter 2026, after a sustained period of improvement, according to the latest reading of the Madison Real Estate Liquidity Index (MRELI) from Madison International Realty.
Transactions | Jun 18, 2026 Gilbane Development, Western Kentucky University reach financial close on $350m student housing partnership by Released Gilbane Development has reached financial close on Elevate WKU, a transformative $350 million public-private partnership (P3) with Western Kentucky University (WKU) to reimagine its on-campus housing.
Research | Jun 18, 2026 AEW: U.S. economy expected to avoid recession as real estate liquidity improves by Andrea Zander AEW expects the U.S. economy to avoid a recession in 2026, but the firm says growth is slowing as higher energy prices weigh on consumers, according to its latest U.S. economic and property market outlook.