Both real estate and infrastructure are long-duration asset classes. But they express duration in fundamentally different ways — and that difference matters more than many investors appreciate. At a high level, both asset classes are often grouped together as “real assets”, valued for income generation, inflation sensitivity and their role in portfolio diversification. Yet beneath that shared label lie very different risk structures

In the aftermath of the global financial crisis, traditional banks pulled back sharply from real estate lending, constrained by tighter capital requirements. Borrowers, particularly those needing time-sensitive or structurally complex funding, were left with far fewer options. Private credit stepped in to fill the gap, offering speed and flexibility that banks could no longer provide

Global transaction activity is being “delayed rather than destroyed” by the Iran conflict, says Savills. Global real estate investment turnover of $230 billion (€198 billion) in the first quarter of 2026 represented a 5 percent decline compared with the final quarter of 2025, says the advisory firm in its latest Quarterly Capital Markets report

Housing completions and new permits across many parts of Europe have dropped significantly, putting further pressure on the continent’s housing crisis. After analysing 59 cities in 16 European countries for its first quarter of 2026 residential review, Catella Investment Management has found a 15 percent drop in overall completions in the period between 2023 and 2025 when compared with the timeline between 2019 and 2021

Artificial intelligence (AI) will not destroy UK office demand, but reshape the sector as companies design workspaces to match AI-enabled business practices. This was largely the message delivered by a specialist panel hosted by Bidwells, the real estate advisory firm, at the annual UKREiiF (the UK real estate investment and infrastructure forum) event, held in Leeds between 19 and 21 May

Barcelona has joined London as Europe’s top hotel investment destination in 2026, according to CBRE’s latest European Hotel Investor Intentions Survey report

Institutional Real Estate, Inc. and Agentic Assets, the AI technology company behind Corbis and EQUIRE, have announced a strategic partnership to advance the adoption of academically grounded artificial intelligence tools across the institutional investment and private wealth advisory markets

BNP Paribas Asset Management Alts (BNPP AM Alts) has raised €3 billion following a final close for its dedicated Enhanced Commercial Real Estate Debt fund

The UK institutional real estate market has been steadily moving through a strategic reset. Where investors once relied on broad, diversified funds to deliver market level beta, the conversation has shifted towards targeted sources of alpha. In an environment marked by constrained capital, low liquidity and a heightened focus on risk, we see alpha emerging not from generalist exposure, but from specialist strategies aligned with the structural shifts in how people live, work and receive care.