What's happening in the global Real Estate (RE) and Infrastructure markets and what are the next big opportunities for global investors?
Check out our collection of the best research by top tier asset managers and thought leaders in the space. Explore what they are thinking about real estate and infra and how the sector is expected to deliver in the future.
Feel free to save this post, as we will regularly update this section for the latest research in the sector. Stay tuned for further updates.
TVJ Edition #22 (April 01, 2024)
📝 Private real estate debt: Out with the old and in with the new (Principal AM)
✏️ Opportunities in the US multifamily housing sector (Principal AM)
✏️ Infrastructure secondaries: Riding the tailwinds (HarbourVest)
✏️ The case for infrastructure (Abrdn)
✏️ Agency MBS key questions for 2024 (Wellington)
✏️ Planting the seed of change: real estate's role in the nature crisis (Abrdn)
🎥 Real Estate: the refinancing headache? (Natixis)
TVJ Edition #21 (March 18, 2024)
📝 Taking action! (UBS)
✏️ Is commercial real estate finding a floor? (JP Morgan)
✏️ Living the dream: the evolving case for European living strategies (Abrdn)
✏️ Direct real estate: Understanding the macro opportunity (JPMorgan)
✏️ Real Estate: the refinancing headache? (Natixis)
✏️ Pension funds are tapping affordable housing for high returns — not the social benefits (Institutional Investor)
✏️ Infrastructure: Understanding the macro opportunity (JPMorgan)
📝 Infrastructure investor: Flight to quality over quantity (UBS)
📝 Infrastructure and real assets 1H 2024 (Stepstone)
TVJ Edition #20 (March 04, 2024)
📝 US real estate: Positioned for recovery (Barings)
📝 European real estate: The fight back begins! (Barings)
✏️ Real estate credit: Gear up for the year of transactions (KKR)
📝 Global living in focus: Opportunities in housing a generation (M&G Investments)
📝 Strong tailwinds keep infrastructure debt on course (Barings)
✏️ Data centers: The hubs of digital infrastructure (KKR)
✏️ Real assets: Bolstering portfolios as inflation lingers (PIMCO)
🎙 Real estate secondaries (Stepstone)
🎥 Real estate: Resilience & reacceleration (Blackstone)
🎥 The evolution of institutional real estate (Juniper Square)
TVJ Edition #19 (February 20, 2024)
✏️ US real estate: Positioned for recovery (Barings)
📝 What’s shaping the value-add opportunity in European real estate? (Barings)
🎥 Asymmetric returns in hospitality and multifamily (Juniper Square)
TVJ Edition #18 (February 05, 2024)
📝 Real estate outlook 2024 (Principal Asset Management)
✏️ Infrastructure: A potential economic shock absorber (KKR)
✏️ A blueprint for evaluating climate risk in real estate (Robeco)
✏️ Ready your cash: Private real estate might bottom out this year (Institutional Investor)
🎙 Why real estate has become the talk of the town (Schroders)
🎥 Environmentally focused real estate (Morgan Stanley)
TVJ Edition #17 (January 22, 2024)
📝 Infrastructure’s middle market: An emerging opportunity (Stepstone)
✏️ A guide to constructing an infrastructure portfolio (HarbourVest)
✏️ Infrastructure: How sustainability is focus of new investments (Abrdn)
🎥 Market opportunities: Real estate secondaries & recapitalizations (Stepstone)
🎙 A brief history of real estate – and what’s back in fashion (M&G Investments)
TVJ Edition #16 (January 08, 2024)
✏️ Infrastructure: How sustainability is focus of new investments (Abrdn)
📝 Unlocking commercial private real estate (KKR)
📝 Inside Real Estate Outlook (Principal Asset Management)
✏️ Real Estate: Navigating challenges, 3 big opportunities (Abrdn)
✏️ Private CRE debt offers a hefty yield premium to cash (FS Investments)
TVJ Edition #15 (December 11, 2023)
📝 Looking to 2024 (KKR)
📝 Green premium (UBS)
📝 StepStone real estate (“SRE”) house views (StepStone)
✏️ Global RE outlook: Negotiating higher rates and other new paradigms (M&G)
✏️ The forces shaping the future of real estate (Juniper Square)
🎙 Real estate house views with Jeff Giller and Margaret McKnight (StepStone)
🎥 Capitalizing on change in the real estate market (PIMCO)
TVJ Edition #14 (November 27, 2023)
📝 Real estate outlook - November (UBS)
📝 The state of CRE: Q3 2023 (CBRE)
✏️ UK long lease real estate: A unique access point for new capital (M&G)
✏️ Comparing real estate and infrastructure in a portfolio context (CAIS)
TVJ Edition #13 (November 13, 2023)
✏️ European Real estate outlook Q4 2023 (Abrdn)
✏️ UK Real Estate outlook Q4 2023 (Abrdn)
✏️ Asia-Pacific Real Estate outlook Q4 2023 (Abrdn)
✏️ The smart value-add investor – 2024 edition (Nuveen)
📝 Climate change is here and so is the need to embrace sustainability in real estate
(Morgan Stanley)
🎙 US real estate equity: Today & tomorrow (Barings)
TVJ Edition #12 (October 30, 2023)
✏️Real estate in crisis (BCG)
TVJ Edition #11 (October 16, 2023)
📝 Global real estate viewpoint (Blackrock)
📝 Q4 2023 commercial real estate outlook: Push or pull (FS Investments)
📝 Real estate climate risk premium (Natixis)
✏️ Why economic growth will be less important to long-term returns in real estate (Abrdn)
✏️ European student accommodation: testing the theory (Abrdn)
TVJ Edition #09 (September 17, 2023)
📝 Finding opportunities in a bifurcated market (KKR)
📝 Beyond the core in real estate (Partners Group)
✏️ The deepening UK housing crisis and the role of private capital (M&G)
✏️ What’s shaping the value-add opportunity in European real estate? (Barings)
✏️ Public CRE debt — Risk, opportunity, or both? (Wellington)
TVJ Edition #08 (September 03, 2023)
✏️ How UK real estate could offer potential value for investors (M&G Investments)
✏️ Global Real Estate Market Outlook Q3 2023 (Aberdeen)
📝 Private Real Estate Debt: A portfolio risk-return enhancer (PGIM)
✏️ Window opens for real estate debt funds as fundraising lags (S&P Global)
✏️ Commercial property values shrinking? No problem for big cities (Wellington)
📝 T(r)ough Times: Have European property yields peaked? (Barings)
📝 U.S. Real Estate: Fundamentals under pressure as values correct (Barings)
📝 Global Real Estate: One size doesn’t fit all (Morgan Stanley)
🎥 The opportunity in private real estate credit (Goldman Sachs)
🎙 Real estate in a time of uncertainty (Neuberger Berman)
TVJ Edition #07 (August 06, 2023)
📝 US Real Estate: Fundamentals Under Pressure as Values Correct (Barings)
TVJ Edition #06 (July 23, 2023)
📝 Investing in real estate impact (Nuveen)
📝 Q&A with Paul Guest - An opportune timing in real estate (UBS)
🎥 Tap into Real Estate Opportunities in Data Centers, Multi-Family and Logistics Areas (PIMCO)
TVJ Edition #05 (July 09, 2023)
📝 Real Estate Market Review 2Q 2023 (KKR)
TVJ Edition #04 (June 25, 2023)
✏️ Challenges and Opportunities in Today's Real Estate Market (Hamilton Lane)
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