Insights

Knowledge

Research, opinions, and expertise from Principal Global Investors.

 

Private real estate in defined contribution plans
21 Dec 2021
Private real estate in defined contribution plans: A practical guide
Defined contribution (DC) plans have been adding private equity real estate into their custom target date and white label funds. Recently, Principal Real Estate Investors hosted a panel of several...
Thumb: Listed infrastructure: Investing in a sustainable future
20 Dec 2021
Listed infrastructure: Investing in a sustainable future
Emily Foshag, CFA, Portfolio Manager, Listed Infrastructure
We believe infrastructure has tremendous potential for social and environmental impact. Most listed companies are making good progress on sustainability efforts, and we expect this to continue....
Thumb: Exploring public REIT markets
20 Dec 2021
Exploring public REIT markets
Kelly D. Rush, CFA , Chief Executive Officer, Public Real Assets & Chief Investment Officer, Real Est
Anthony Kenkel, CFA, FRM, Global Portfolio Manager, Real Estate Securities
Principal's global REIT team recently discussed the performance of real estate markets around the world, including changes in fundamental trends. Our experts presented their views on the current...
Thumb: Opportunities in private debt
20 Dec 2021
Opportunities in private debt
Scott R. Smith, Managing Director, Portfolio Management
Dan Dickman, Portfolio Manager
Sara Pederson , Investment Officer
Troy W. Kort, CFA , Managing Director - Portfolio Mgmt.
Scott R. Smith, Managing Director, Portfolio Management, recently moderated a panel of experts from Principal Real Estate to discuss current opportunities in these markets, specifically in core...
Thumb: Structural drivers reshaping real estate investing
20 Dec 2021
Structural drivers reshaping real estate investing
Indraneel Karlekar, Ph.D., Senior Managing Director, Global Head of Research and Portfolio Strategies
Rod Vogel , Senior Managing Director - Head of Private Equity Production
Todd White, Managing Director, Portfolio Management
COVID-19 has reshaped real estate investing, helping accelerate the thematic demand drivers that were in place pre-pandemic. Members of the Principal Real Estate senior investment team recently...
Europe: New strategies for the Old World
20 Dec 2021
Europe: New strategies for the Old World
In this environment, real estate investing is increasingly relevant—though more challenging. To better understand how European real estate is responding to the changes, as well as what lies ahead...
Thumb: The evolution of ESG trends and metrics
20 Dec 2021
ESG 2.0: The evolution of ESG trends and metrics
Principal Real Estate Investors recently hosted a panel of industry experts to discuss the evolution of ESG in real estate, including current trends, the drivers of these changes, and the resulting...
Thumb: Global Insights Outlook 2022
15 Dec 2021
Global Insights Outlook 2022
Heading into 2022, investors face an entirely new set of challenges than they did a year ago. Global growth has likely plateaued, central banks are starting to remove stimulative support, and for...
Does Energy Belong in an ESG Portfolio?
07 Dec 2021
Does Energy Belong in an ESG Portfolio?
Samantha Heasley, Fixed Income Analyst
The question of investment in energy companies has become a hot topic as investors grapple with the risk and ethics of such investments. In particular, the issue becomes more contentious when...
Thumb: Europe's return to the office will be robust but uneven
06 Dec 2021
Special report: Europe's return to the office will be robust but uneven
Indraneel Karlekar, Ph.D., Senior Managing Director, Global Head of Research and Portfolio Strategies
Jonathan Ling, Senior Analyst - Research
The return to office for Europe will vary greatly by region due to differences in industries, cultures, and degrees of urbanization. This unevenness will lead to challenges and opportunities that...
Thumb: Non-traditional is going mainstream
03 Dec 2021
Non-traditional is going mainstream
Indraneel Karlekar, Ph.D., Senior Managing Director, Global Head of Research and Portfolio Strategies
The mainstreaming of non-traditional property types is well on its way within institutional investing, which will materially broaden the real estate investment universe. Read more in this AFIRE...
Thumb: Managing core risk in Europe
19 Nov 2021
Managing core risk in Europe
Giles Smith, Head of Fund & Product Management Europe
Managed core opportunities provide an expanded investment opportunity set that can include some of the fastest growing traditional and non-traditional property types. Read more in our latest...
High yield real estate debt: the importance of a flexible approach - first page thumbnail
06 Apr 2022
High yield real estate debt: the importance of a flexible approach
A flexible strategy allows for different execution, across different assets, at different times. This paper discusses why we believe flexibility is important to an investor's portfolio.
The advantages of allocating capital to Private Real Estate Debt - first page thumbnail
06 Apr 2022
The advantages of allocating capital to Private Real Estate Debt
Scott R. Smith, Managing Director, Portfolio Management
Troy W. Kort, CFA , Managing Director - Portfolio Mgmt.
This special bulletin will revisit the investment profile of Private Real Estate Debt and how an allocation to this space can augment an investor’s portfolio over the next five to ten years.
Capitalizing on an inefficient market thumbnail image
31 Mar 2022
Capitalizing on an inefficient market
Kelly D. Rush, CFA , Chief Executive Officer, Public Real Assets & Chief Investment Officer, Real Est
Todd Kellenberger, CFA, Client Portfolio Manager, Real Estate Securities
This white paper focuses on why investors should go active for their REIT allocation in their portfolio. This paper explains where opportunities arise in inefficient markets, why "active management...
Development offers outsized opportunities in the U.S. housing market cover image
30 Mar 2022
Development offers outsized opportunities in the U.S. housing market
Indraneel Karlekar, Ph.D., Senior Managing Director, Global Head of Research and Portfolio Strategies
The U.S. housing market is poised for a substantial uptick in demand as the demographic shape of society intersects with COVID-19 induced shifts. Markets with lower costs of living, higher educated...
Post liftoff investing: Adapting to a hawkish Fed cover image
21 Mar 2022
Post liftoff investing: Adapting to a hawkish Fed
Seema Shah, Managing Director, Chief Strategist
For more than a decade, investors have enjoyed supportive financial conditions. The Federal Reserve (Fed) has provided clear forward guidance, their balance sheet has expanded, and interest rates...
'En-flation': The heightened risk of inflation in increasingly environmentally conscious economies cover image
15 Mar 2022
'En-flation': The heightened risk of inflation in increasingly environmentally conscious economies
Seema Shah, Managing Director, Chief Strategist
As surging inflation data continues to hit the headlines, a lot of ink has been spilled about the contribution of "greenflation"—the extent to which energy transition efforts have created a chain...