Listed Commercial Real Estate - Articles & White Papers

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.

Discover the latest real estate market trends and dive deeper into regional market and sector conditions in Nuveen Real Estate’s quarterly report.

Explore the self-storage supply-demand dynamics, valuation reset, and operational opportunity that are driving the investment case.

Nuveen believes the senior housing sector is entering one of the most compelling investment windows in a generation. While investor enthusiasm during the last cycle was material, many market participants moved too early — ahead of the true demand wave that is now beginning to crest.

Global real estate trends: Q1 2026 reflecting resilient income performance amid macro volatility and widening sector dispersion.

Geopolitical risk has added complexity to the macro backdrop, but markets are increasingly looking through the Iran conflict, with many global equity markets at or near all-time highs.

For all the shocks following the inauguration of Donald Trump as U.S. president, the word most often used when discussing the economic outlook has been ‘resilience’. Neither U.S. tariffs nor war have been able to derail global growth. Forecasts by the International Monetary Fund for economic growth over the next five years…

With the oldest baby boomers turning 80 this year and the youngest in their 60s, the ranks of retirees are swelling.

This paper documents how Cushman & Wakefield incorporates explicit assumptions about AI into its CRE outlook using a scenario-based framework. Rather than attempting to forecast “how AI evolves” itself, the framework focuses on how firms respond to AI under different adoption, productivity and monetization regimes, and…

CRE lending standards stabilize as large banks begin to ease and institutional demand improves.

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

U.S. housing isn’t a monolithic market—but a complex ecosystem segmented by geography, income and demographics.

Dexus Research has released its Q2 2026 Australian Real Asset Review (ARAR), examining how Australia’s real asset markets are evolving amid elevated inflation, geopolitical uncertainty and a more volatile interest rate environment. These conditions have driven a widening divergence between listed and unlisted real assets over…

A growing debate has emerged over whether China risks repeating elements of Japan’s post-real estate bubble stagnation of the 1990s. This column compares China’s current real estate adjustment with Japan’s experience and uncovers striking parallels in investment dynamics and consumption responses.

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.