View some of the unique insights from our proprietary research and global intelligence on local and regional real estate trends.
Core Real Estate - The Global Opportunity
As real estate has grown into an important part of an institutional portfolio, the popularity of core real estate has surged. And yet the definition of core has morphed in recent years. Particularly outside of the U.S., most notably in Europe and Asia, investors eager to put capital in core assets can sometimes disagree on what constitutes core in these markets. PGIM Real Estate's Vincent Chew, Portfolio Manager in Asia, Frank Garcia, Senior Portfolio Manager in the United States, and Thomas Kallenbrunnen, Senior Portfolio Manager in Europe, discuss their perspective on the growing global opportunities in core real estate.
How Will Real Estate Debt Perform in the Next Downturn?
PGIM Real Estate's Jackie Brady, executive director, Business Development, and Andrew Radkiewicz, global head of Private Debt Strategy and Investor Solutions, discuss the investor appetite and risk characteristics of real estate debt and how the asset class may perform in the next economic downturn.
Innovations in DC - The Engines of Retirement Savings
Sara Shean, executive director for U.S. Defined Contribution, discusses the innovations in defined contribution plans today and the heightened demand for real estate that has been fueled by plan sponsors' increasing appetite for diversification.
The Investment Case for Workforce Housing
PGIM Real Estate's Cathy Marcus, global chief operating officer and head of the United States, and Lee Menifee, head of Americas Investment Research, discuss the U.S. affordable housing crisis and the demographic trend fueling investment decisions.
How PGIM Real Estate Keeps Up With an Aging Population
PGIM Real Estate's Cathy Marcus, global chief operating officer and head of the United States, and Lee Menifee, head of Americas Investment Research, discuss why the company is actively investing in manufactured housing and senior living.
Impact Investing – Real Estate with a Social Conscience
Lisa Davis, portfolio manager for PGIM Real Estate's impact investing initiative, describes how a positive social and environmental impact can also drive competitive investment returns.
Late in a Cycle, Real Estate Investors Work Harder
Peter Hayes, head of Investment Research at PGIM Real Estate, discusses real estate investment opportunities amid rising interest rates. Themes include the importance of operating partners, a focus away from the biggest cities, demand for distribution centers and a dearth of development finance.
Innovations in DC
David Skinner, executive director and Defined Contribution Practice Leader at PGIM Real Estate, discusses the areas of defined contribution that are experiencing the most transformation as plan sponsors and their partners grapple with changing workforce demographics and an understanding of their retirement readiness.
PGIM Real Estate's Eric Adler, chief executive officer, and Peter Hayes, global head of Investment Research, discuss the benefits of investing in real assets, and how a well-constructed, diversified real estate portfolio can weather macroeconomic and geopolitical uncertainty.
Pension Real Estate Association (PREA)
Cathy Marcus, global chief operating officer of PGIM Real Estate, discusses the macro outlook for real estate, and the rise of core plus as an investment strategy.
Value-Add Industrial Investing
Soultana Reigle, managing director and senior portfolio manager for PGIM Real Estate’s flagship U.S. value-add equity real estate fund, discusses the current value-add opportunity in industrial properties.
The Evolution of Sustainable Investing
In PERE's Sustainable Investing supplement, David DeVos, PGIM Real Estate's Global Director of Sustainability, discusses the evolution of sustainability governance and reporting, and investors' increasing focus on social trends and non-financial metrics, in addition to enhanced investment returns.
A Nimble Approach to Value-Add Real Estate
Soultana Reigle, managing director and senior portfolio manager for PGIM Real Estate's flagship U.S. value-add equity real estate fund, discusses the current value-add real estate opportunity, how she views development risks, investing up and down the capital stack, and why she sticks to the top 25 markets in the United States.
Investing in Europe
Raimondo Amabile, head of Europe for PGIM Real Estate, discusses PGIM Real Estate’s platform and its 35-year history acting as a fiduciary manager for institutional investors in Europe, as well as investment trends and opportunities in the region.
Investing in the Americas
Kevin R. Smith, head of Americas for PGIM Real Estate, discusses PGIM Real Estate’s platform in the Americas and its more than 45-year history of innovation, as well as investment opportunities in the region.
Real Estate Debt: A Rising Asset Class
Steve Bailey, managing director and portfolio manager for PGIM’s real estate debt strategies, describes the advantages of being part of the PGIM platform, the risk-return spectrum for real estate debt, the challenges faced by the asset class as it grows, its appeal to institutional investors, and the impact of the rising interest rate environment.
Investing in Asia Pacific
Benett Theseira, head of Asia Pacific for PGIM Real Estate, discusses PGIM Real Estate’s platform and its more than 20-year history in Asia Pacific, as well as investment opportunities in the region.
Innovations in DC Investment Options
In this roundtable, David Skinner, executive direction and defined contribution practice leader at PGIM Real Estate, explains how a range of non-traditional asset classes are being used to meet the needs of the DC market.
LatAm LPs Ramp Up Real Estate Exposure
Domestic investors in Latin America are turning their attention to real estate as they look for greater yields on their investments, according to Alfonso Munk, Americas chief investment officer for PGIM Real Estate.
Inside Mexico’s First Multifamily Portfolio Exit
Alfonso Munk, Americas chief investment officer of PGIM Real Estate, explores the for-rent housing sector in Mexico and how PGIM Real Estate’s exit of 2,500 apartments in Mexico City could set the stage for an institutionally accepted asset class.
Eyeing Debt Deals Amid Brazil’s Liquidity Crunch
Latin America real estate markets may be volatile, but there’s plenty of opportunity outside of the headlines, according to Alfonso Munk, PGIM Real Estate’s Americas chief investment officer.
Finding RE Growth in Europe
Growth may look sluggish and uncertain in Europe, but for Limited Partners, the 28-nation bloc presents some of the most compelling real estate investment opportunities in the world. In this report, Raimondo Amabile, Head of Europe at PGIM Real Estate, discusses the strong property fundamentals in key countries in the region.
Getting Better with Age- Investment Opportunities in Senior Housing
Noah Levy, managing director and senior portfolio manager for PGIM Real Estate's Senior Housing business, participates in a discussion on investment opportunities in senior housing in the Institutional Real Estate/American Senior Housing Association special supplement.
Top Real Estate Macro Trends for 2016
PGIM Real Estate's head of Americas Research Lee Menifee discusses how millennials, e-commerce and foreign capital will be major factors in driving real estate returns.
The opportunity in Asia for Core Real Estate Investment?
PGIM Real Estate's head of Asia Pacific Benett Theseira examines the sectors that present opportunity in the more mature markets of Japan and Australia, as well as in Singapore, Malaysia and China.
PGIM Real Estate Leverages Its Platform for Asian Expansion
PGIM Real Estate's head of Asia Pacific Benett Theseira says regulatory pressures in Asia have catalyzed price corrections in the real estate markets, creating more sensible multiples and opening up opportunity for investors looking to deploy capital.
The UK Pension Revolution
The Pension & Lifetime Savings Association examines the radical changes sweeping the UK pension sector, from investment strategy to income drawdown. PGIM Real Estate discusses how real estate investment can help UK pension schemes reduce their deficits, match their liabilities and diversify internationally.
The Best Structures for Core Real Estate Investing
PGIM Real Estate's global chief operating officer Cathy Marcus discusses why core open-end fund structures are among the most desirable.
New Risks in Core Real Estate Investing
Increased competition for core real estate assets has made valuations spike, creating risk in an otherwise healthy sector of the market. A panel of experts, including PGIM Real Estate's global chief operating officer Cathy Marcus, break down the risks versus the rewards of investing in the asset class.
Defining Core Real Estate in 2015
An increasing number of investors are eyeing core and income-producing real estate. Yet, the asset class is something that the industry has a hard time defining. A panel of experts, including PGIM Real Estate's global chief operating officer Cathy Marcus, discusses what core is today.
No Quick Win in U.S. Senior Living Sector
The senior living sector in the U.S. faces some of the strongest demographic tailwinds ever seen in the real estate industry, and success will only come through operational expertise and slowly growing NOIs, according to a panel including Noah Levy, managing director and senior portfolio manager for PGIM Real Estate's Senior Housing business.
Senior Living: It's All About The Operators
Picking the right operator is one of the most important decisions investors make investing in the U.S. senior living market, according to a panel including Noah Levy, managing director and senior portfolio manager for PGIM Real Estate's Senior Housing business. However, there is no one-size-fits-all operating model for the industry.
PGIM Real Estate Predicts Shorter Real Estate Cycles
PGIM Real Estate's chief executive officer Eric Adler says real estate cycles will be shorter in the future thanks to unprecedented cross-border capital flows.