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U.S. industrial and logistics real estate remains compelling despite shifting macroeconomic conditions, structural changes in supply chains and rapid technological evolution. Todd Henderson, head of real estate, Americas, at DWS, said in an exclusive interview with IREI that a combination of supply discipline, technological innovation and shifting demand patterns is setting the stage for renewed strength across the sector.

In the third installment, Chase McWhorter, managing director, Americas, at Institutional Real Estate, Inc., interviewed Dan Meador, executive vice president, asset management and national leasing, at Dermody.

 Artificial intelligence is projected to generate approximately 330 million square feet of additional commercial real estate (CRE) demand in the United States over the next decade, according to new analysis from Cushman & Wakefield (NYSE: CWK). The study, AI Impact on Commercial Real Estate: The Next 10 Years, is the first global, multi-sector, scenario-based assessment of how AI adoption will reshape real estate fundamentals across all major property types.

For the first time in years, the office market has headline numbers that genuinely look better, according to Lee & Associates.

Consider a typical scenario in private real estate: A general partner (GP) comes back to market to raise Fund IV. Their predecessor vehicle, Fund III, is three years into its life and boasting an impressive 16 percent IRR. The GP sits across from an existing limited partner (LP), presents the pristine pitch deck, points to the early markup, and confidently asks for a re-up.

Science and innovation leasing across the United Kingdom’s Golden Triangle – between London, Oxford and Cambridge – reached 234,779 square feet in the first quarter of the year, according to Knight Frank, 43.2 percent above the five-year average and 6 percent ahead of the same period in 2025.

The U.S. logistics sector is showing clear signs of recovery. Prologis’ latest data suggests a turning point is now in sight in the firm’s Industrial Business Index.

The office sector attracted the largest share of investment in the first quarter 2026, according to data from CoStar.

Commercial real estate remains in a waiting pattern as elevated inflation and steady economic growth continue to delay interest-rate relief, according to Ryan Severino, chief economist at BGO.

Adaptive reuse is emerging as a more structured and institutionalized investment strategy. Jonathan Curtis, managing partner at Cedar Street Partners, discusses how institutional investors are approaching adaptive reuse, where they are finding opportunities, how they are underwriting execution risk and why the strategy is becoming a more permanent component of real estate portfolios.

CoreNet Global, in collaboration with Colliers, has released new research highlighting a pivotal shift underway in corporate real estate (CRE), driven by artificial intelligence, evolving workforce dynamics, and increasing demand for data-informed decision-making.

A strong, clear divergence has emerge across the European office market, according to Hines.

For more than half a century, public REITs have occupied an ambiguous place in institutional portfolios. They are routinely classified as “real estate,” benchmarked against real estate indices, and often used as a liquid complement to private property holdings. Yet their long-term behavior tells a more complex story — one that becomes far clearer when equity market risk is explicitly stripped out of their performance.

In March 2026, IREI began interviewing people across 11 different property types to share their insights and outlooks on asset management in a video series titled Asset Management In Focus. In the third installment of this series, Chase McWhorter, managing director, Americas, at Institutional Real Estate, Inc., interviewed Ben Weinberg, co-founder and co-CEO at Castle Peak Holdings.

A surge in real estate mergers and acquisitions (M&A) is signaling a broader shift in how value is created across the industry, with operational expertise taking precedence over financial engineering. Steve Luthman, head of global real estate at Hines, in an interview with IREI,  discusses how consolidation is being driven by the rise of operator-led platforms rather than a simple rebound in dealmaking. He explains the growing need for in-house operating capabilities, how integrated platforms are reshaping margin potential and decision-making, and why execution at the asset level is becoming the primary source of value creation

Commercial real estate (CRE) fundamentals are stabilizing but vary widely by sector and asset quality, with industrial and housing supported by long-term demand drivers despite recent supply increases, according to Ryan Severino, BGO chief economist.

Asia Pacific commercial real estate investment markets remained resilient in the first quarter 2026, underpinned by solid occupier fundamentals and sustained capital deployment across gateway markets, according to CBRE’s latest Asia Pacific Cap Rate Survey.

For decades, institutional investing has drawn a sharp line between how professionals talk to one another and how they communicate with end investors. CIOs, plan administrators and investment officers were assumed to value precision, structure and technical rigor, while participants required simplification and translation.

Developers and brokers are adjusting to affordability pressures in New York City’s residential market, shifting design, amenities and pricing strategies to align with evolving buyer expectations.

AEW has released its 2026 Mid-Year European Outlook.