Newsline

After a turbulent period, real estate has absorbed a significant amount of pain. PIMCO believes 2026 will be defined by structural uncertainty and a return to fundamentals. Predicting interest rates remains complex, so underwriting will need to prioritize income quality over speculative cap rate compression.

David Levinson of L&L Holding Co. and Marty Burger of Infinite Global Real Estate Partners announced the launch of L&L Infinite.

Alterra IOS has closed a $100 million fund-level revolving credit facility from BMO.

George Nausha has joined PXV Multifamily (PXV) as managing director, acquisitions, as the real estate investment firm launched in November by Matt Ferrari begins assembling its national multifamily acquisitions and operations team.

Today’s real estate investors expect more than financial returns — they want transparency, strong performance, and meaningful communication. As investor priorities evolve around risk, asset allocation, and technology, investment managers must adapt to maintain trust and drive growth. To better understand these shifts, AppFolio surveyed 200 U.S.-based investors and property owners.

American Beacon Partners has formed a new strategic partnership with Pender Capital Management.

Strong demand for senior housing amidst limited new inventory is boosting occupancy rates and underscoring the need for sustained investment in new development, according to the National Investment Center for Seniors Housing & Care (NIC) using newly released data from NIC MAP.

Barings has provided a forward permanent loan commitment of up to $133.4 million for the development of 22 Fulton.

The global economy held up better than expected in 2025, and many of the same pressures will carry into 2026. Commercial real estate is starting to recover, though pockets of stress remain, according to Principal Asset Management in its 2026 U.S. Inside Real Estate Sector report. Going forward, returns should be driven more by rental income and picking the right markets and assets, with investors also diversifying more globally.

Ardian Real Estate has made its first U.S. real estate investment with the acquisition of 715–717 Fifth Avenue in New York City, marking the company’s entry into the U.S. luxury market. Announced in December 2025, the deal represents the second joint venture between Ardian and luxury group Kering.

Open Industrial and Heitman have formed a new partnership to recapitalize a 25-property, 105-acre industrial outdoor storage (IOS) portfolio.

Corporate AI investment is growing significantly and will not pull back, with companies planning to double their spending on the technology in 2026, accounting for about 1.7 percent of revenues, more than twice the increase for 2025.

The U.S. agricultural land market is shifting after years of steady growth. Although land values are still high historically, current signs indicate a more complex situation driven by local and regional factors rather than nationwide trends.

TwentyTwo Real Estate has completed, alongside Farallon Capital, of a €761 million ($883 million) investment that led to the creation of Isemia, a healthcare real estate company holding a €1.2 billion ($1.4 billion) portfolio of assets operated by emeis.

Vantage Data Centers has raised an additional £254 million (€293 million/$340 million) in securitized term notes.

Prop.com has launched a strategic partnership with property management and digitalization specialist Reos GmbH to develop one of the most advanced, data-driven micro-living real estate platforms in the DACH region — Germany, Austria and Switzerland. 

Harbert Management Corp. (HMC), an independent U.S.-based alternative asset manager focused on real assets, and DeA Capital Real Estate, a player in real estate investment management in Europe, through a joint venture have acquired an initial 73,000-square meter (785,765-square-foot) portfolio of business parks in France. The acquisition, completed by HMC’s European Real Estate platform (HERE), underlines HERE’s continued conviction in modern, well-located industrial formats that benefit from resilient occupier demand and constrained new supply.

ICG Real Estate (ICGRE), the real estate division of global alternative asset manager ICG, has announced it has sold an asset in Jenbach, Austria.

Valor Real Estate Partner has acquired, on behalf of its joint venture with QuadReal Property, a global real estate investment, development and operating company, a 10-acre site, which includes a 6,500 square meters (70,000 square feet) vacant cross-dock property, in Fleury-Mérogis, south of Paris.

CapitaLand India Trust (CLINT) has secured a second long-term agreement with a global hyperscaler for Tower 2 of CapitaLand DC Navi Mumbai in Airoli, Navi Mumbai.