Regions

RMR Group on taking a fresh look at multifamily investing

A domestic housing shortage, home ownership affordability challenges and slowing construction starts are all proving to be tailwinds for investors, explains RMR Group’s Matt Jordan.

Stockbridge on manufactured housing as a scalable solution

Constrained supply, resilient NOI growth and rising affordability pressures are driving institutional capital toward manufactured housing, write Paul Kolevsohn, Matt Sheeleigh and Lev Kling-Bronstein with Stockbridge.

American Landmark Apartments on navigating residential real estate disruptions

Investors are increasingly turning to stability in US multifamily markets, say American Landmark Apartments’ Andrew Yam and Tom Lubeck.

Macquarie Asset Management on how housing pressure is pushing capital into niche strategies

Real estate investors are pivoting to specialist residential sectors as supply, demographics and rates reshape risk-return dynamics across markets, say Macquarie Asset Management’s Erin Ledger-Beaupre, Brendan Jones and Justin Ayre.

Partners Group on success in living sectors coming from leasing

Diverging regulations, affordability strains and supply constraints are creating sharp performance gaps across European residential markets, say Henrik Orrbeck and Lahcen Knapp.

UBS on how the residential sector is a natural anchor for portfolio construction

After a period of repricing, residential real estate is reasserting itself globally as a key pillar of diversified investment portfolios, says UBS’s Fergus Hicks.

Savills on how European residential is a source of stability

The war in Iran is just the latest in a line of market-rattling global events to challenge the resilient European residential investment markets, according to Peter Allen and Richard Valentine-Selsey with Savills.

Starwood’s private REIT redemption woes are ‘one big exception’

Retail investors have evolved significantly since sparking a wave of redemptions in the private REIT industry a few years ago.

Kayne Anderson raises record $5.2bn fund for niche real estate

The Los Angeles-based manager’s over-subscribed seventh flagship opportunistic fund will focus on medical offices as well as senior and student housing.

CPP’s real estate returns remain flat at 3.7% for fiscal 2026

CPP committed significant funds to data centers around the globe as it continued to pare back on retail and office investments.