Research Reports

Find the latest industry reports including reports that have been authored by IREI or by many well-known industry firms.

From Storyline to Strategy: The Growing Commercial Real Estate Debt Opportunity

Courtesy of The Green Cities Company

As the commercial real estate landscape shifts, a significant window for investment is opening. With nearly $1.7 trillion of commercial real estate debt maturing between 2024-2026 and traditional lenders pulling back, a financing void is emerging. This void is particularly pronounced in the multifamily sector, where valuations have readjusted from their COVID-era highs yet demand for housing remains robust.

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Navigating Growth: Real Estate Trends and Opportunities in the European Life Sciences Market

Courtesy of UBS Asset Management

The life sciences industry and its real estate demand is growing, aided by demographics and scientific progress. Life sciences is a defensive and fast‑growing sector that requires real estate assets to meet its growing demand. Today, those assets are in short supply. This represents an attractive risk-adjusted investment opportunity for value‑add and core investors alike: real estate focused on meeting the increasing needs of this part of the economy.

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Economic Weekly: How Central Is Banking? – June 10, 2024

Courtesy of BGO

After last week’s broader international perspective, we are doing something similar once again. This week we focus on central banking given some noteworthy events from last week. The world has finally arrived at the point where monetary policy is shifting as central banks begin to cut rates and ease monetary conditions. But key central banks are not moving at the same time or the same pace. What does that mean for their respective economies and commercial real estate (CRE) markets?

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Whole Life Decarbonization in Alternative Real Estate Sectors

Courtesy of Gensler and Harrison Street

Real estate investment managers worldwide are grappling with the challenge of decarbonization and the translation of net zero commitments into tangible actions. As constructing and operating buildings currently contributes an estimated 42% of the world’s carbon emissions, the built environment’s role in climate mitigation is increasingly critical. This report discusses best practices for real estate assets to reduce both operational and embodied carbon – whole life carbon – to hold a market advantage today and into the future.

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10 Trends Driving the Global Data Center Market

Courtesy of Principal Asset Management

Real estate investors looking for new opportunities may want to consider data centers, an exciting sector experiencing unprecedented growth as a result of digital transformation and global demand for data. Explore 10 trends driving growth in the global data center market.

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Finding Firm Ground: Valley Of Stability Before Peaks of Mobility

Courtesy of CP Capital

If you examine most situations over long periods of time, it eventually becomes clear that we live in a world of cycles: astronomical, geological, seasonal. The U.S. multifamily investment arena is certainly not immune to this phenomenon. Cycles abound throughout its history and entire careers are devoted to studying and predicting precisely when the current real estate cycle will end and the next will begin. There is mounting evidence that we are nearing an inflection point within the U.S. multifamily industry, as a valley of relative inactivity is on the precipice of being replaced by a new era of growth and mobility.

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2024 IREI.Q Real Estate Managers Guide

The real estate investment management industry represents several trillion dollars in assets under management globally. The managers listed in the 2024 IREI.Q Real Estate Managers Guide (which include real estate investment managers with $100 million or more assets under management) are responsible for $4.6 trillion of real estate assets under management on behalf of some of the largest institutions in the world. The top 10 largest firms hold $2 trillion in real estate assets under management, and the top 50 largest firms hold $4.1 trillion.

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Are We There Yet? The Road to Recovery for CRE

Courtesy of MetLife Investment Management

The U.S. 10 year is likely locked into a tight range for the remainder of 2024. Real estate prices appear to be past the trough, and most assets can no longer be acquired at prices from late 2023. Office vacancies are rising, but inventory reduction and declining sublease availabilities suggest it will peak in coming quarters. Infill warehouses, net lease retail, and seniors housing offer the best opportunities today, in our view.

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IPM – Edition May 2024

Courtesy of UBS Asset Management

In this edition of Insights into Private Markets (IPM), we’ve explored how different asset classes have been developing in the macroeconomic environment and present our sector performance outlooks for real estate by region, infrastructure, private equity, food and agriculture and private credit. Infrastructure debt now sits in a sweet spot, while real estate investment activity staged a modest recovery in the first quarter. We discuss sustainable farming practices, finding a new normal in private equity, quantifying climate risk in real estate and new opportunities in private credit.

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