summit journal

Institutions that form the Gulf Cooperation Council (GCC) would be wise to maintain the strategies and partnerships that allow timely execution when conditions align. The window does not stay open indefinitely.

Foreign investors now hold nearly 30% of US private real estate fund assets. Yet success is highly unequal between firms and funds. So, which firms succeed, which don’t, and why?

Stewart Rubin, Matt Wnek, and Marshall Swett of New York Life Real Estate Investors make the case for US commercial real estate—despite the global challenges.

In an article originally prepared for the Observer Research Foundation, Dr. Alexis Crow of PwC balances the growth of populism and strategy adjustments for the next CRE cycle.

The AFIRE 2026 Mid-Year Pulse Report tracks the latest shifts in global institutional investor sentiment and CRE, including updates on energy, housing, and new opportunities.

Author and AlphaGeo Founder Parag Khanna lays out five data-rich maps to forecast the future of US real estate.

Scot Bommarito and William Maher of RCLCO Fund Advisors identify some emergent green shoots in the office sector.

Paul Fiorilla and Jacob Gonzalez of Yardi Matrix look at the state of US housing in mid-2026, including opportunities at the submarket level.

From Mark Fitzgerald at Affinius Capital: the rapid expansion of cloud computing and artificial intelligence is driving one of the largest digital infrastructure investment cycles in modern economic history.

Will McIntosh and Shaun Moura, writing for the NAIOP Research Foundation, look at new capital markets and real estate data to analyze the current debt and equity landscape.

Recent CRE capital flows have declined significantly due to heightened interest rates, market uncertainty fueled by trade tariffs, and US governance challenges. What does this mean for the dynamics of capital flows into the US?

There has been a longstanding perception that an investment in affordable housing could not generate alpha, but new economic forces are turning a social challenge into a compelling institutional opportunity.

Amid an extended period of uncertainty, mission-critical triple-net lease (NNN) investing has emerged as a compelling strategy, offering predictable income, contractual rent escalations, and insulation from expense inflation.

There’s a quiet revolution underway in on-site solar and batteries. What is it and why should commercial real estate investors should pay attention?

What began as a municipal policy tool for energy upgrades has matured into an institutional credit product embedded directly in the capital stack.

The real estate investment management industry is modernizing its business practices and financial structures in response to a challenging liquidity environment and increased investor scrutiny.

AI systems can help city decision makers optimize housing supply by accelerating data integration and supporting scenario modeling. But human expertise remains crucial to ensuring tangible outcomes.

Berkshire Residential Investments weighs the pros and cons of private apartment equity and private debt and asks – why not both?

Put and Call options on REITs provide forward-looking risk indicators that incorporate both historical property sector trends and views on the outlook.

Scott Crowe of RXR talks about the “less obvious bull market” currently unfolding in one of the most overlooked sectors: New York City office.