Research Briefing
The 'liberation day' tariffs have been postponed, but the existing tariffs and those likely forthcoming present significant downside risks for...
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Research Briefing
Related Posts Downside risks for Asian industrial real estate markets The ‘liberation day’ tariffs have been postponed, but the existing...
Research Briefing
After a year of transition in the commercial real estate cycle in 2024, we believe CRE is poised for a...
Research Briefing
The policy implications from a second Trump presidency are expected to affect US commercial real estate (CRE) through curbed immigration,...
Research Briefing
Global CRE transaction volumes are near decade lows, but a convergence of powerful trends is set to ignite a strong...
Research Briefing
Our Global Relative Return Index (RRI) is unchanged from six months ago at 52.7 for 2025, signalling that we are...
Research Briefing
Based on our analysis, most investors are likely to allocate heavily towards industrial and away from offices over the next...
Fundamental forces including demographics, Ai, geopolitics and climate change play a key role in building resilience into long-term CRE investment...
Our Commercial Real Estate Megatrend Resilience Index evaluates the resilience of CRE markets in relation to four critical megatrends.
The demand for data centres in the United States is rapidly increasing, driven primarily by the continued rise of cloud...
In this month’s video, Tony Stillo outlines why we think it will take another decade to build enough homes to...
Infrastructure and natural resources have outperformed real estate funds over one-, three-, five- and ten-year timeframes.
Research Briefing
In our recent real estate webinar, we showed that prices started to turn a corner. We predict industrial and retail...
Research Briefing
We believe that developed market real estate investment trusts (DM REITs) are poised for a sustained period of positive performance...
Research Briefing
Over the last three decades, new data centre construction has surged and there are no signs that growth will abate...
Research Briefing
In our recent virtual roundtable event for commercial real estate, we discussed our expectation for eurozone interest rate cuts in...
Our latest global relative return index (RRI) signals that risk-adjusted investment opportunities in commercial real estate (CRE) should start to...
Research Briefing
Our latest global relative return index (RRI) signals that risk-adjusted investment opportunities in commercial real estate (CRE) should start to...
Research Briefing
We examined the disruption of generative AI at the US county level. We identified several metros – Atlanta, Denver, New...
Research Briefing
This year is set to be a turning point for commercial property markets in the US. A gradual easing of...
