Listed Commercial Real Estate - Articles & White Papers

Explore Nuveen's Global Investment Committee's perspectives on the state of the economy, portfolio construction themes and our best investment ideas.

The energy transition is creating a growing convergence between infrastructure and real estate investing. While infrastructure investment focuses on expanding and decarbonizing energy supply, improving the efficiency of existing buildings addresses the other side of the equation by reducing demand. As energy costs rise and…

The energy transition is creating a growing convergence between infrastructure and real estate investing. While infrastructure investment focuses on expanding and decarbonizing energy supply, improving the efficiency of existing buildings addresses the other side of the equation by reducing demand. As energy costs rise and…

European offices remain highly polarised, with resilient demand and limited supply supporting prime assets.

Find out why combining both public and private real estate can produce a more complete commercial real estate allocation than either alone.

Artificial intelligence is transforming the digital infrastructure landscape at unprecedented speed. But as capital floods into the sector, a critical question is emerging: where will the most durable value be created?

The global office market is moving past its post-pandemic malaise and entering the early stages of recovery.

Get the best investment ideas from Nuveen's expert Global Investment Committe, across equities, real estate, alternatives, and more.

One global REIT picture. Four distinct continental stories. Europe saw selective regulatory change. The Americas saw consolidation. Several Asia-Pacific markets expanded, while developments across Africa and the Middle East took different paths. The new regional snapshots in EPRA’s Global REIT Survey 2026 bring those changes…

Why long-term demand and market dislocation are creating opportunities across housing.

Real estate's contribution to the European economy continues to grow. The latest Real Estate in the Real Economy report from EPRA and INREV highlights the sector's significant contribution to housing, sustainability, employment and economic growth across Europe.

Higher interest rates lifted cap rates. However, appraisal-based carrying values for many fund assets, especially in U.S., are based on cap rates much lower than typical trading prices, leaving these funds overvalued.

Zurich Resilience Solutions and the European Public Real Estate Association (EPRA) assessed physical climate risk across 21,000 European real estate assets with a combined value of €363 billion. This summary report highlights key findings from the analysis, revealing how climate hazards such as flooding, storm surge,…

The relationship between REITs and interest rates is often reduced to a simple but ultimately misguided rule of thumb: rates up, REITs down. History has been more nuanced.

Compensation for infrastructure capital formation professionals is being repriced, and it is moving faster than the headline hiring counts suggest.

In the second quarter, active managers maintained their overweight exposure in the Americas (AMER). In comparison, the Europe, Middle East, and Africa region (EMEA) was underweight relative to the FTSE/EPRA Nareit Developed Extended Index.

As commercial real estate enters 2027, shifting capital flows, uneven property performance, and rapid advances in AI are reshaping investment and operating strategies.

This paper investigates whether the impact of geographic diversification on REIT value and risk premiums depends on market conditions. The authors find that the effect of diversification varies with market volatility. During periods of low and normal market volatility, geographically diversified REITs have lower value and…