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U.S. investors are leaning into domestic opportunities at a time when foreign capital is retreating, according to Elizabeth Bell, co-head of real estate at Hamilton Lane, in a recent interview with IREI. The pullback from international players is largely driven by policy, tax and macroeconomic uncertainties rather than concerns about U.S. real estate fundamentals. Bell sees this period of volatility reshaping the competitive landscape in favor of investors and managers with strong on-the-ground capabilities and the scale to execute with precision.

Invesco Real Estate (IRE) and Fokus Nordic, a Nordic real estate investment firm, have formed a new partnership to invest in high-quality residential properties across key urban markets in Finland for the first time.

ActivumSG has launched a new purpose-built student accommodation (PBSA) platform targeting more than £500 million ($668 million) GAV.

Stagflation is a rare and challenging economic condition where prices rise, the economy weakens, and unemployment increases, according to Bain Capital in its recent report, which draws parallels between today’s environment and the 1970s.

In today’s complex real estate environment, even advanced AI tools can fall short without a strong operating framework, writes Mike Harrison, NTrust CSO, in part two of the firm’s five-part series.

Ryan Severino, in BGO’s The Chief Economist, highlighted the market’s euphoric reaction to Federal Reserve chair Jerome Powell’s recent Jackson Hole speech, which signaled a shift in risk assessment toward supporting the labor market over controlling inflation.

Following a period of heightened macro uncertainty, bidder dynamics now appear to be stabilizing heading into the third quarter, and the depth of capital targeting commercial real estate continues to grow.

The Los Angeles County Employees Retirement Association (LACERA) has committed $250 million to two real estate funds, CBRE Asia Value Partners VII and Whitman Peterson Fund V.  

The Stanislaus County (Calif.) Employees’ Retirement System (StanCERA) has committed $36.8 million to two real estate funds, including Graceada Partners Fund IV and PIMCO European Data Center Opportunity Fund, according to meeting materials on Aug. 26.

Hammes Partners has announced the closing of $445 million in equity for its core-plus healthcare real estate platform.

What if the office had the social aspect of a private club and the hospitality of a luxury hotel? That is one strategy Paramount Group is exploring, according to a Q&A with Albert Behler, Paramount Group’s chairman, CEO and president, titled “Class A office” and published in the October issue of Institutional Real Estate Asia Pacific.

Thriving necessity-retail properties are in locations supported by favorable demographic trends, have the ability to attract top-notch tenants and demonstrate sustainable traffic patterns due to market dominance, according to a report titled, “U.S. retail in the age of convenience culture,” by Ana Leon, director of retail research, Americas, Nuveen Real Estate, which was published in the October issue of Institutional Real Estate Americas.

“Every day we hold an investment, it’s like we’re buying it again,” explains Jeffrey Reder, managing director, private equity real estate, with CenterSquare Investment Management in an interview, “Disciplined strategy decisions in value-add investing: How CenterSquare’s value-add fund series continues to deliver strong performance,” which was published in the October issue of Institutional Real Estate Americas.

An ecosystem of research universities clustered with biotechnology and pharmaceutical companies and support services create the “cluster effect” investors should look for when investing in life sciences real estate, according to a report titled, “Selecting cities for life sciences real estate in Europe,” by Olafur Margeirsson, head of Real Estate Research & Strategy – Europe ex-DACH with UBS Asset Management, Global Real Assets, which was published in the September issue of Institutional Real Estate Europe.

Shifts in policy from the current administration, geopolitical tensions, tariff announcements and negotiations have raised volatility in financial markets.

Keeping up with the exponential demand for data centers from digitization — the move of functions to the cloud, increasing connected devices and use of artificial intelligence — is a challenge in both the U.S. and European data center sectors, explain Principal Asset Management’s Matt Hackman, portfolio manager, and Sebastian Dooley, senior fund manager, in an interview about the current trends within the data center investment market, which was published in the September issues of Institutional Real Estate Americas and Institutional Real Estate Asia Pacific.

As 2025 progresses, the global investment landscape continues to evolve in profound ways. While uncertainty remains a defining feature of the current environment, it is precisely within this complexity that new opportunities are emerging. This moment calls for clarity, discipline and a long-term perspective — qualities that are essential for identifying value in a world reshaped by structural shifts.

The 14-year era of low interest rates and depressed bond yields is over. Cheap debt and the wide spread between property and government bond yields that was a boon for real estate has given way to significantly higher global government bond yields and volatility. Rates are unlikely to drop back to where they were any time soon, if ever.

The Montana Board of Investments has committed up to $215 million to real estate funds, including Sterling United Properties Fund I and Blue Owl Real Estate Fund VII, according to meeting materials from Aug. 20.

Asia Pacific employees are intensifying enforcement of return-to-office protocols, while prioritizing employee experience and workplace optimization to drive performance and efficiency, according to CBRE’s 2025 Asia Pacific Office Occupier Survey.