Troy W. Kort, CFA , Managing Director - Portfolio Mgmt.
Private real estate credit has experienced heavy investment flows aided in part by record levels of property trades and ultra-low interest rates. This paper discusses the impact of those rising...
This piece shows the timeline of Principal Real Estate's ESG evolution starting in 2008 through to present time. Also highlights industry advancements over the period and our plans for the future.
Our DIGITAL employment report analyzes employment across the 48 U.S. markets which we track including DIGITAL markets (DIGITAL refers to key long-term growth drivers centered around demographics,...
After weeks of build-up and intelligence warnings, Russia launched a full-scale invasion of Ukraine, unleashing what may end up being the largest European conflict since World War II.
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The National People's Congress (NPC) and the Chinese People's Political Consultative Conference (CPPCC) will meet in March. From these two meetings, investors will look for policy directions which...
We are pleased to share our bi-annual real estate sector report. This piece includes insights from investment professionals across all four real estate quadrants. It provides current conditions and...
In this Q&A with Todd Kellenberger, Client Portfolio Manager, Principal Real Estate Securities, we take a look at the outlook for REIT markets in 2022 and discuss some of the trends we are...
Financial markets have had an extremely rocky start to 2022. After a month of trading, several major global equity market indices have fallen into correction territory—a drop of 10% from their...
Indraneel Karlekar, Ph.D., Senior Managing Director, Global Head of Research and Portfolio Strategies
Rod Vogel , Senior Managing Director - Head of Private Equity Production
This paper touches on some of the key trends we believe will impact occupier demand including ESG considerations, and highlights high conviction property sector and market opportunities resulting...
Jennifer McConkey, Managing Director - ESG and Operations
Interest in environmental, social, and governance (ESG) investing has grown exponentially over the last few years, and real estate investing is no exception. Investors are demanding increased...
Peak activity and earnings are in the past, but earnings still look set to be healthy this year. Resilient consumers imply a continuation of the strong demand conditions of 2021. As a result,...
This paper covers the new, cutting edge methods and technologies for incorporating renewable energy into buildings, reducing energy and water use, lowering carbon emissions, and providing...
Listed infrastructure represents a unique opportunity to invest in a subset of public companies that have long track records of delivering positive financial and social outcomes while acting as...
Inflation is the single biggest challenge that investors face today. The sudden and sustained jump in prices has inflicted a considerable shock to the economic system, sharply pushing up interest...
In this paper we present the compelling reasons why investors' portfolios would benefit from an allocation to REITs, and explain why we believe today's market environment make it the right time to...
Todd Jablonski, CFA, Executive Director - Chief Investment Officer & Head of Asset Allocation
Han Peng, Senior Analyst
For more than a decade, investors, consumers, and businesses have benefited from significant monetary tailwinds. Policy rates have been kept low by historical standards and even when the Fed did...
