Asset Allocation
Strong US Economy, AI Lead to Positive Outlook for 2025 Markets
Implications of Trump polices on tariffs and immigration remain significant unknowns.
Tag: REITs
Research
Why REITs Return More Than Directly Owned Properties
For allocators, real estate investment trusts, which boast higher liquidity, come out ahead across the board, a CEM Benchmarking study finds.
Risk
Slammed Office Sector Won’t Show Revenue Growth Until 2025, Researchers Say
Even then, the increases will be small, a Green Street analysis concludes.
Asset Allocation
Blackstone’s BREIT Sells Storage Business for $2.2B as Withdrawals Abate
Private equity firm reports that redemptions for the REIT are down 29% from their peak in January.
Dark Clouds Over Commercial Real Estate Don’t Frighten Allocators
Prices are down and dire forecasts abound, but asset owners plan to modestly boost their CRE exposure.
Asset Allocation
Why Apartment REITs Are Primed to Move Up
In the push for alts, the beaten-up multi-family segment is gaining popularity, says research shop Green Street.
Research
When Will Beaten-Up Real Estate Turn Around?
The easy answer is a rebounding economy. But that’s not the sole factor, a Northern Trust Asset Management study finds.
The Woebegone Office Sector’s Bright Spot: Class A Buildings
What work-from-home problem? The sparkling new properties are in demand.
Asset Allocation
The Case for Why REITs Will Continue to Do Well
After a boffo, market-beating 2021, they should enjoy good growth ahead due to growing demand and tight supply, says BCA. Like data centers.
Pensions
CPPIB, Greystar to Form Joint Venture in US Life Sciences Development
The two investors are starting with an office and lab development project in Somerville, Massachusetts.
Asset Allocation
GIC Invests $1 Billion into Grifols’ Plasma Business
The funding buys the Singapore sovereign wealth fund a minority stake in the health care firm.
Will Allocators Ever Embrace Liquid Alts?
Institutional investors mostly want to direct their non-market-correlated strategies themselves, but acceptance of these retail-oriented alternatives is inching up.
Alternatives
REITs Are Staging a Slow-Mo Comeback
Offices are still the worst off, but there is even some good news in bedraggled malls.
Alternatives
Demand for Office Space Shows an Uptick
But it’s still 9% behind its pre-pandemic level. Will this all translate into a rebirth for the office market?
Exclusive: Why Sam Zell Is Bullish on Offices—But Won’t Invest in Them Anymore
And where the Grave Dancer is branching out into other things instead, juggling businesses like logistics, health care, and energy.