Insights

Research, opinions, and expertise from Principal Global Investors.

 

The impact of rising short-term rates on private real estate credit cover image
14 Mar 2022
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...
Our ESG Evolution cover image
11 Mar 2022
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.
DIGITAL Employment report 4Q 2021 cover image
28 Feb 2022
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,...
Russia / Ukraine conflict: A sustained market impact? cover image
24 Feb 2022
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. ...
China's National People's Congress: Focused on stability cover image
21 Feb 2022
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...
Real Estate sector report: February 2022 cover image
17 Feb 2022
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...
Commercial Mortgage-Backed Securities (CMBS): Understanding the basics cover image
11 Feb 2022
This short paper seeks to demystify CMBS while also highlighting the benefits of CMBS investing.
Insights into REITs in 2022 cover image
11 Feb 2022
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...
Thumb: Staying invested today: Resiliency in the face of tightening
02 Feb 2022
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...
Thumb: Creating new assets to meet shifting market, capital, and tenant demand
28 Jan 2022
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...
Thumb: ESG Regulations Impacting U.S. Real Estate
26 Jan 2022
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...
Thumb: Global Asset Allocation Viewpoints 1Q 2022
14 Jan 2022
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,...
Cutting edge ESG technologies and materials for Real Estate title page thumbnail
18 May 2022
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 title page thumbnail
16 May 2022
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...
Thumb: Inflation, rising rates, and market volatility: Navigating the perfect storm with real assets
11 May 2022
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...
Why REITs, why Principal cover image
06 May 2022
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...
Thumb: Global Asset Allocation Viewpoints 2Q 2022
11 Apr 2022
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...
Thumb: Global Real Estate Securities Quarterly Update
08 Apr 2022
Our latest quarterly update of the Global Real Estate Securities market review and outlook is now available. ...