Analyzing the Wall of Maturities: Anecdotes Are Not Data (Principal Asset Management)
The so-called “wall of maturities” is a perennial source of investor anxiety: will refinancing risk create a wave…
Private Real Estate
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2026 Global Real Estate Views (PGIM)
A new cycle is underway, and real estate offers an attractive combination of cash flow generated by resilient,…
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How higher-frequency data brings greater timeliness to private markets benchmarks (FTSE Russell)
To address these challenges, FTSE Russell and StepStone Group have partnered to develop a new series of private…
Senior-Focused Real Estate Potential Is Coming of Age (Nuveen)
Nuveen currently favors U.S. medical office and U.S. senior housing — two sectors where demographic trends, supply…
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Staying the Course Through Structural Change
Welcome to EQuilibrium 2026 Structural shifts from artificial intelligence to evolving capital…
Capital market assumptions and forward-looking insights
This selection of insights offers investors...