Listed Commercial Real Estate - Articles & White Papers

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Japan’s current investment landscape is characterized by a rare dynamic for the country – an unusual convergence of rising interest rates driven by policy normalization, yet continued resilience in real estate returns supported by strong capital inflows and robust underlying fundamentals.

Why new highs in REITs reflect early expansion after a valuation reset, not the end of the real estate cycle.

MetLife IM's quarterly Relative Value and Tactical Asset Allocation combines insights from their investment teams and the Global Economic and Market Strategy team to assess relative value across major asset classes.

More than half of investors recently surveyed by CBRE expect to increase their capital allocations to data centers this year by as much as 10%.

AI is redistributing occupier demand for quality assets, accelerating a widening gap between high-specification, infrastructure-ready assets and commoditized space that is facing pressure. A clear ‘flight to quality’ trend is emerging as occupiers become more selective with AI-driven requirements.

As the energy transition accelerates, investors are now increasingly turning their attention to outcomes rather than labels. From financing the transition through bond markets to upgrading and decarbonizing existing buildings, our investment team outlines how purpose-led investment is shaping outcomes in the real economy…

This report examines whether accounting -based performance metrics —Earnings Per Share (EPS), Return on Equity (ROE), and Dividend Per Share (DPS) —serve as effective indicators of value for European listed real estate (LRE) companies, either complementing or improving upon the traditionally dominant Net Asset Value (NAV)…

As the energy transition accelerates, investors are now increasingly turning their attention to outcomes rather than labels.

The best performing private value-added real estate funds have posted strong returns and blending REITs and private strategies in a real estate portfolio has many advantages. But, the conclusion also raises the question of how REITs and private real estate strategies have performed across the distribution of returns.

The authors compare China’s experience with Japan’s real estate collapse in the 1990s, uncovering striking parallels in investment dynamics and consumption responses despite profound institutional differences. Our findings highlight the importance of real-side channels, including alternative amplification mechanisms (in…