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Real estate credit, which combines reliable income from regular interest payments with the security of underlying real assets, can anchor an institutional real estate portfolio much like a cornerstone anchors a building, according to a report by LaSalle, “Resilience and opportunity in real estate credit,” which was published in the November issue of Institutional Real Estate Americas.

In an interview published in the November issue of Institutional Real Estate Americas, Heitman's Blaise Keane and Amy Krass discuss the nuances in the firm's approach to investing in the evolving category of core real estate.

The shifts in the macroeconomic environment and evolution in real estate uses have made investing in core real estate a more complicated investment decision, according to a report by Nicoletta De Bona Bottegal, lead portfolio manager, real estate, with DWS.

Niche sectors are gaining more and more share of the institutional real estate portfolio pie, but the sector is not monolithic. Michael Hudgins, senior managing director of research with Hines, discusses in an interview published in the November issue of Institutional Real Estate Americas.

While industrial performance as a whole may have eased back from its giddy pandemic-fueled heights, one specialized industrial sector is starting to garner more attention: cold storage.

Times of market stress pull at the loose threads of a portfolio. It becomes clear if holdings or a strategy are starting to unravel, making a clear-headed assessment of holdings and the market situation essential. How should institutional investors go about such a review?

The rapid rise in lending costs since 2022 put an abrupt end to the golden era for the German real estate markets. For portfolio managers of institutional investors, who often expanded their real estate allocation with the help of funds in the past, the cards have now been reshuffled. 

This year’s Institutional Real Estate Europe editorial board gathered near Lake Tegernsee, an hour’s drive south of Munich, from Sept. 24–26 to once again grapple with the most pressing issues facing real estate investors.

Data centers are one of the fastest-growing industries worldwide. Experts say aging infrastructure, rising demand and regulatory hurdles seem to be the biggest contributors to power grid constraints, which are hampering data center development.

Arguably, no set of long-term drivers affects real estate demand like demographics. This article highlights how demographic trends are expected to affect real estate demand and influence asset prices and investment strategy.

Cap rate movement across Asia Pacific markets is being driven by the office sector, according to Colliers’ Asia Pacific Cap Rates Report Q3 2024, with eight out of 18 cities covered in the research recording changes in their office sectors.

U.S. GDP increased by 2.8 percent on an annualized basis in third quarter 2024 (advance estimate), down from 3 percent in second quarter and below market expectations of 3.1 percent, according to the recent CBRE research report titled, “Q3 GDP Slows But Remains Strong.”

Europa announced that it has completed the  acquisition of a 342-unit, newly developed build-to-rent (BTR) scheme, Granary Quay, in Glasgow, Scotland, from the Dandara Group.

PGIM Real Estate has launched Omnidocks, a platform for ground-up logistics developments in Germany.

EQT Exeter announced the EQT Exeter European Logistics Value Fund IV has entered into an exclusive agreement to acquire four logistics properties in Germany from VIB Vermögen AG.

Manulife US REIT has completed the $117 million sale of 400 Capitol Mall, a class A, 501,308-square-foot trophy office tower in Sacramento that is largely considered the top-performing asset in the Downtown submarket.

DRC Savills Investment Management (DRC SIM) announced it has received more than €200 million ($216 million) in commitments into its new Pan-European Whole Loan Fund. This fund, the latest in a series of Whole Loan funds, brings together separate U.K. and European lending programs into a unified fund format available to investors in both pounds and euros.

Keppel announced the first close of Keppel Private Credit Fund III (Fund III) with approximately $300 million of committed capital. Fund III was launched earlier this year with a target fund size of $1 billion.

Despite slower retail sales growth in Asia Pacific, retailers are displaying resilient expansionary demand across most categories, with about 76 percent of surveyed brokers reporting leasing inquiries from retailers seeking new setups, expansion and upgrading, indicating appetite for more space, according to CBRE’s October 2024 APAC Retail Viewpoint.

Japanese investors’ strong appetite thus far in 2024 for commercial real estate investment in Australia is set to surpass their capital flows into U.S. real estate for the first time in at least 10 years, according to Cushman & Wakefield, citing data from MSCI.