Institutional Real Estate Americas
Institutional Real Estate Americas is a monthly publication for institutional investors in real estate — pension plans, foundations and endowments — and the consultants and real estate investment managers who serve them. With an emphasis on insights and analysis, the publication provides information about the people, events and trends driving this market. Features cover portfolio management, investment strategy and capital flows, with a focus on supporting the staff and investment committee members of public and corporate pension plans, foundations, and endowments. Every issue also contains lists of recent commitments and new fund offerings; people moves and promotions; and news and data about real estate fundraising and investment activity.
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Issues from 2023
December 1, 2023: Vol. 35, Number 11
- P3s for affordable housing investment Opportunities arise as public-private partnerships become a critical tool in preserving and creating housing affordability
- How will AI shape real estate investing?: Artificial intelligence has the potential to create both winners and losers across the REIT investing landscape
- Unlocking the potential of industrial outdoor storage: A growing investment opportunity in the evolving real estate landscape
- Property, the great inflation hedge?: Navigating real estate in a changing economic landscape
- A sense of clarity: A better understanding of asset valuations and a range of attractive opportunities are expected during the year ahead
- Beyond borders: Predicting global real estate trends for 2024
- Time: Why there’s never enough — and what to do about it
November 1, 2023: Vol. 35, Number 10
- Industrial tug-of-war: Capital markets headwinds versus property fundamentals
- Hold on tight: Editorial board members are bracing for change in the year ahead
- The impact of rising insurance costs on real estate investors: How have insurance costs risen, and what is the effect on returns?
- Coming into focus: Industry experts forecast greater certainty as interest rates stabilize
- A tale of two offices markets (part two): Can conversions solve the surplus office problem?
- Market outlook: Investment opportunities across the capital stack
- Food & service retail: Small retail has big potential
- The Gatling gun: The challenges of adopting new technology
- Transportation and the cities of tomorrow: From electric vehicles and light rail to flying taxis and micromobility
- Storing long-term value: Significant advancements in technology will not render existing data centers obsolete
October 1, 2023: Vol. 35, Number 9
- Oversupply risks revisited: Looking a year later at residential rental growth and the construction pipeline post-pandemic
- Workforce housing: A crisis in America’s mountain towns
- Mixed-use retail: Sector poised for demand growth in attractive districts
- Core real estate is out of alternatives: Investors can benefit from increased diversification to alternative sectors
- Global considerations: With a strong dollar and outsized growth projected for select international markets, are North American investors changing their tune on overseas transactions?
- A tale of two office markets (part 1): Where are the opportunities in office investment, given the wide bifurcation between success and distress?
- Let’s start an ESG debate: I am asking some questions
- Scraping the toast: Has today’s environment become riskier than it was a few years ago?
September 1, 2023: Vol. 35, Number 8
- On the rise: The appeal for liability-driven investors of multifamily debt amid higher interest rates
- CRE values: Cascading down the deteriorated scaffolding of financial engineering
- Ch-ch-ch-changes: Adaptations emerge in the marketplace for real estate joint ventures
- Opportunity knocks: Private real estate entry points emerging amid selloff
- Drowning in misinformation: Without better datasets flood risk assessment and management will struggle to improve
- The breaking point: Have apartment rents reached a peak?
- Reconsidering retail: Essential-service retail is well positioned in the current environment
- Are you skilled at assessing risk?
July 1, 2023: Vol. 35, Number 7
- Too much of a good thing? Despite increased competition, investors remain optimistic about growth opportunities in niche sectors
- Marking to market: Property appraisals become more challenging in the absence of an active transaction market
- Mindset shift: How to think about and utilize data-driven analytics in real estate investing
- Good manufacturing practices: An in-depth analysis of life sciences GMP real estate
- The REIT call: The case for REITs in real estate allocations
- Outlook for real estate: U.S. real estate faces challenges, but opportunities exist
- The unraveling: Distress in the market — and what to do about it
- Medical office offers enhanced core real estate benefits
- Office market sees greater emphasis on flexibility
- Grocery-anchored retail appears attractive to investors and lenders
- Cold storage is hot among investors
- M&A activity led by REIT mergers
June 1, 2023: Vol. 35, Number 6
- Comparison shopping: Commercial real estate investors weigh their options
- Troubled waters: Real estate portfolio managers discuss how they navigate challenges including interest rates, valuations, sustainability and technology
- Blending in: Including active REITs in a real estate allocation can offer benefits for investors
- Just asking questions: Discussion topics at the recent editorial board meeting
- Investment choices: Differentiating managers and strategies in the current real estate environment
- Isn’t it ironic? Making sense of sustainability in a political world
- Fed raises rates but signals a pause in rate-hiking ahead
- Opportunities for investment in industrial outdoor storage
- AI offers powerful possibilities for real estate investment and management
- Blackstone closes latest global real estate fund at $30.4b
- U.S. labor market remains strong in April
- Fundraising report: Investors put the brakes on new commitments
- Institutional property values continue quarterly decline
May 1, 2023: Vol. 35, Number 5
- Still on top: Trends from ecommerce to onshoring have remade supply chains, and industrial property is positioned to benefit
- On trend: IREI’s annual survey of investors takes the industry’s pulse during an uncertain time
- Walk it out: Pedestrian-friendly, car-free zones can promote property values, but the failure of many such districts should be a cautionary tale
- Subordinate debt: Discussing the opportunities in mezzanine debt and structured financing
- Point A to point B: Building tomorrow’s resilient and sustainable global supply chains
- Taking an interest: In an uncertain economic landscape, private debt drives opportunities for borrowers and investors
- When size is not an advantage: High-tech, high-touch revisited
- Global macro outlook suggests increased volatility and pockets of economic weakness
- Portfolios see substantive shift from office to industrial
- Renters want more space, greater safety
- Fed raises rates by 25 basis points amid turmoil in banking sector
April 1, 2023: Vol. 35, Number 4
- A path forward: Commercial real estate investors develop strategies to mitigate physical risks related to climate change
- Beyond home borders: International diversification in property portfolios is vital to navigating tricky economic conditions worldwide
- REITs, interest rates and fairy tales: Don’t fear the big bad interest rate wolf
- Another giant vintage over the cliff? Perhaps the industry has not learned the lessons of the GFC
- Evaluating risks: The impact of extreme weather events on real estate assets — an analytical, non-alarmist approach
- Rent control and its implications: The road from “the rent is too damn high” to rent control, and implications for investment
- Workforce housing: The segment can serve as an investment buffer during recessionary times
- It’s all about the network: Consider your commitments and cultivate your time wisely
- Record pricing for hotels in hot markets in early 2023
- Medical office transaction volume expected to rise due to strong fundamentals
- Apartment sector fundamentals well positioned, despite moderation
March 1, 2023: Vol. 35, Number 3
- Running lean: Will outsourcing be a key element of the investment management firm of the future?
- The big picture: What real estate experts are talking about for the year ahead
- Clean air, one building at a time: A structured approach to true decarbonization in multifamily real estate
- 2023 forecasts: Predictions for real estate investment in the year ahead
- Seeking cash flows: The case for direct investment in permanent multifamily whole loans in institutional portfolios
- Split decision: Borrowers are likely to find 2023 to be a tale of two halves
- VIP Americas key takeaways: Notes from our recent event
- Equity REITs positioned to perform well in 2023
- SFDR an exercise in fitting ‘a square peg in a round hole’
- Interest rates continue to rise, but may be close to peaking
- January employment gains surprise to the upside
- Brookfield’s $17b fund boosts Q4 fundraising volume
- Surge in write-downs leads to largest negative return since GFC
February 1, 2023: Vol. 35, Number 2
- Primed for a comeback: After a punishing 2022, public REITs are ready for a rebound
- The money talks: The most important issues discussed at the 2022 Editorial Advisory Board meetings
- Leverage primer: A review of the typical options for real estate debt fund leverage
- Ticking all the boxes: Demand for high flow-through logistics facilities is growing across Europe
- Shopping strategy: A closer look at ethnic grocery–anchored retail
- Food for thought: What’s on investors’ minds these days?
- Medical office building fundamentals remain strong, despite challenges
- LPs turn to secondaries to manage portfolios
- Despite recession risks, multifamily outlook remains resilient
January 1, 2023: Vol. 35, Number 1
- Debt funds’ time has come: A diversity of real estate debt funds has meant products suitable for any situation
- The R word: Global property denizens ponder recession in 2023, but values beckon when outlooks are edgy
- Where to? Recession and the road map for listed and private real estate
- Resilient housing: The recession-resistant segment features greater demand and lower risk
- ESG perspectives: The latest trends in addressing environmental, social and governance risks
- Broader trends: Four logistics investments to make now that will pay dividends in 2023
- On balance: There are two sides to the single-family rental story
- Risk analysis: Is real estate investing really more risky today?
- Office market will see trend toward flexibility
- New technology can support office leasing efforts
- Institutions expected to increase target allocations to real estate
- Real estate secondaries provide alternative liquidity source for LPs and GPs
- Some challenges face the industrial sector in 2023