Juniper Square’s Brandon Sedloff on the emerging themes of 2026 real assets by Elise Mackanych | Feb 11, 2026 Brandon Sedloff, chief real estate officer at Juniper Square, explores in a LinkedIn post the trends and themes that are particularly prominent among the real assets crowd.
Q&A: Opto Investments on commercial real estate opportunities and challenges in 2026 by Elise Mackanych | Feb 10, 2026 As the commercial real estate environment settles in after a tumultuous 2025, investors can expect a year of outcomes driven less by prediction and more by realistic, selective strategies.
Global allocations to private markets reach new heights, according to Aviva Investors by Released | Feb 9, 2026 Average private markets allocations by global institutional investors have risen to 12.5 percent of overall portfolios, according to the latest annual Private Markets Study by Aviva Investors.
Inside JLL’s 2026 Outlook: Power constraints and the new data center playbook by Andrea Zander | Feb 9, 2026 Following accelerating artificial intelligence (AI)-driven demand and intensifying power constraints, JLL recently published its 2026 Global Data Center Outlook, outlining $3 trillion in total investment over the next five years, including $1.2 trillion in real estate asset-value creation and approximately $870 billion in new debt financing, marking an infrastructure investment supercycle.
Yardi Matrix revises 2026-2028 U.S. multifamily completions forecast upward by Released | Feb 4, 2026 Continued resilience in new construction starts has prompted Yardi Matrix to increase its forecast for U.S. multifamily completions in 2026, 2027 and 2028.
Family offices plan to prioritize AI and alternative investments – J.P. Morgan Private Bank 2026 Global Family Office Report by Released | Feb 3, 2026 J.P. Morgan Private Bank has announced the release of its 2026 Global Family Office Report, a comprehensive analysis of the priorities, prospects and strategies shaping the world's leading family offices.
When governments need your money: Real estate in an era of financial repression by Chris Urwin | Feb 2, 2026 While warnings about public debt levels may feel like background noise, real estate investors can no longer afford to tune them out. Federal debt held by the public now stands at 100 percent of Gross Domestic Product (GDP).
Nuveen’s Katie Grissom on retail shifting from destination to daily infrastructure by Andrea Zander | Feb 2, 2026 Katie Grissom, global head of retail, Nuveen, in an interview with IREI, discusses the shift from brand-led retail to behavior-led ecosystems, explaining why habit, not loyalty, has become the dominant driver of performance.
Alternative investment fundraising reaches $203.7b in 2025 by Elise Mackanych | Feb 2, 2026 Fundraising for alternative investments reached $203.7 billion in 2025, according to data from Robert A. Stanger and Co.
The drive to build better client portfolios fuels interest in private markets: Hamilton Lane 2026 Global Private Wealth Survey by Released | Jan 29, 2026 In 2026, private wealth investors plan to increase allocations to private market investments, according to insights from 390 advisers surveyed in leading global private markets firm Hamilton Lane’s 2026 Global Private Wealth Survey.
Large asset owners should embrace a ‘total portfolio’ approach in 2026, says Mercer by Kali Arevalo | Jan 29, 2026 The growing complexity of investment landscapes, driven by megatrends such as artificial intelligence (AI) and geopolitical tension, is spurring investors to embrace a more holistic total portfolio approach in 2026.
SPONSORED: Accordant – Data center development — The picks-and-shovels investment remains attractive despite AI bubble fears by Sheila Hopkins | Jan 29, 2026 Concerns over an AI “bubble” grew during 2025, and that anxiety is expected to continue into 2026.
SPONSORED: Clarion Partners – U.S. core real estate: A new cycle is emerging by Sheila Hopkins | Jan 29, 2026 According to Indraneel Karlekar, managing global head of investment research at Clarion Partners, the U.S. commercial real estate market is embarking on a new cycle.
Navigating the new CRE cycle: Insights from Davidson Kempner’s Josh Morris on strategy and opportunity by Andrea Zander | Jan 28, 2026 In an exclusive interview with IREI, Josh Morris, a partner and global head of real estate at Davidson Kempner Capital Management (DK), LP, discusses sector and regional dispersion and highlights how investors can identify attractive investment entry points, generate operational alpha, and navigate the evolving risk-return landscape.
Bain Capital Real Estate’s Ryan Cotton explains why interest rates are only part of the real estate cycle by Andrea Zander | Jan 27, 2026 U.S. real estate is experiencing a prolonged cycle of value dislocation. Ryan Cotton, partner and head of Bain Capital Real Estate, tells IREI that current market conditions are analogous, in part, to the 1970s, when rising interest rates initially challenged real estate, but the sector later became one of the strongest performers as fundamentals tightened.
