Americas Traditional fundamentals still matter: Investors are looking deeper at property-level intelligence, income durability and future returns by Andrea Zander Real estate investors still rely on familiar fundamentals such as occupancy, rent growth, migration, household formation, job growth and sales comparables. But those measures increasingly represent the starting point rather than the full investment case.…
Europe People, power, ports: Why place is becoming the UK logistics and industrial sector’s most valuable asset by Danielle Tyler In the face of disruption, businesses are increasingly seeking to shorten and onshore their existing supply chains, with just-in-time production and long-distance transportation models no longer adding up. As a result, UK industrial and logistics…
Asia Pacific Swell of interest: How a total portfolio approach reframes real estate by Mike Bessell A gradual revolution is changing how the world’s largest pools of capital think about asset allocation. For real estate professionals, that is both a threat and an opportunity.
Investors Clarion Partners announces creation of power and energy strategy group, appoints Magesh Srinivasan to lead initiative Clarion Partners is launching a new team dedicated to optimizing Clarion’s power and energy strategy…
Research Annual Deepki Index reveals energy use has stagnated during the past five years, even as emissions fall Deepki has published the 2026 Deepki Index, the only publicly available transatlantic benchmark of the…
People M&G appoints Duncan Batty as head of real estate finance M&G Real Estate has appointed Duncan Batty as head of real estate finance. Batty is…
Research Climate commitments remain firm amid energy security and rising physical risks, finds Robeco’s 2026 ‘Global Climate Investing Survey’ by Released Despite the recent global political backlash toward sustainability and net-zero initiatives, 60 percent of global respondents expect to increase allocations to investments that actively combat climate change during the next three years. Almost three-fifths (59 percent) believe demand for climate mitigation solutions will remain strong irrespective of political sentiment.
Transactions Mixed-use lifestyle destination in Alabama sells for $508m by Released JDJ, a privately owned retail investor, has sold The Summit, an 870,000-square-foot, mixed-use lifestyle destination in Birmingham, Ala., to Federal Realty.
Resource Center Asset Management In Focus: JLL Asset Beacon’s Iri Amirav on AI in real estate asset management
Research Senior housing occupancy clears 90% as new supply stalls The first baby boomers turn 80 in 2026, the age our industry has long used…
Research Investors should reassess real estate allocations as industry evolves, says ORG As the real estate industry continues to evolve, it is important for investors to continuously…
Research Manhattan office leasing activity surpasses 2025 pace through Q3 Manhattan office leasing activity in third quarter 2026 reached 6.9 million square feet, bringing year-to-date…
Investors Texas TRS invests $150m in Pennybacker VII by Elise Mackanych The Teacher Retirement System of Texas (TRS) has committed $150 million to Pennybacker VII, a program of Pennybacker Capital.
Transactions BDT & MSD to acquire Sunrise Senior Living from PSP Investments by Released Sunrise Senior Living has announced that funds affiliated with BDT & MSD Partners (BDT & MSD), a merchant bank and investment partner to leading businesses and management teams, have entered into a definitive agreement to acquire Sunrise from the Public Sector Pension Investment Board (PSP Investments), in a new partnership with Sunrise’s senior leadership team, led by CEO Jack Callison Jr.
