February 2025
2025 House View: European Property Market Outlook
economy, europe, market trends, property sectors
Insights
Our Point of View is our Point of Differentation
Subject-matter expertise on key topics in commercial real estate. Data-driven insights developed through primary and secondary research.
Our research-fueled viewpoints are thoughtfully formed through a collaborative effort across all functional areas of the company. The ideas developed through this important work heavily influence our investment decisions. We hope you find them a valuable resource while pursuing your own investment goals.
February 2025
2025 House View: European Property Market Outlook
February 2025
2025 House View: North American Property Market Outlook
February 2025
Compelling Opportunities
January 2025
2025 Powering the AI and Cloud Revolution
January 2025
2025 DeepSeek Perspectives
December 2024
2024 Responsible Investment Report
September 2024
Favorable Conditions
August 2024
Promising Future for UK Build-to-Rent
July 2024
Unlocking Opportunities in European Logistics
April 2024
The Current Opportunity for CRE Lending
December 2023
Investment Opportunities In European Commercial Real Estate Debt
October 2023
2023 To Rent or Own?
July 2023
2023 Real Estate Adjacent Infrastructure
All
Economy
Europe
Market Trends
Property Sectors
United States
"Value creation skills, rather than cap rate compression, has emerged as the primary driver of outperformance."
- Len O’Donnell, President and CEO
Meet our Research Team
Dr. WillMcIntosh
Global Head of Research
MarkFitzgerald, CFA, CAIA
Head of North American Research
KarenMartinus
Senior Vice President, Research and Investments
Dr. WillMcIntosh
Global Head of Research
MarkFitzgerald, CFA, CAIA
Head of North American Research
KarenMartinus
Senior Vice President, Research and Investments