Insights

Research, opinions, and expertise from Principal Real Estate Investors.

 

Special bulletin #2: COVID-19 - status of progression on CRE
13 Mar 2020
As the novel coronavirus (COVID-19) is continuing to spread across the world, we wanted to update you and provide our current observations and on-the-ground feedback. As before, we look to...
Thumb: Regulating housing cost and its impact: Berlin's new rent control policy
11 Mar 2020
As affordability becomes increasingly challenging in many cities globally, many local governments are looking for strategies to regulate rent growth as a way in controlling housing cost. This piece...
Thumb: Special bulletin: Novel coronavirus impact on U.S. commercial real estate
05 Mar 2020
With heightening concerns regarding the spread of the novel coronavirus, we wanted to share our current thoughts on the potential impact on all four quadrants of U.S. commercial real estate.
Thumb: REITs 2020 Outlook
18 Feb 2020
Q&A with Todd Kellenberger, Client Portfolio Manager, Principal Real Estate Securities ...
Thumb: The global case for U.S. commercial real estate
30 Jan 2020
The paper concludes that regional diversity within the U.S. economy—across metro areas—and the potential for lower correlation across certain markets that may not be as closely tied to broader...
Thumb: Changing of Lagarde in Frankfurt
20 Dec 2019
This topical piece discusses the change of leadership at the ECB and how we feel is likely to affect global monetary policy and commercial real estate in the short-term.
Thumb: Inside Real Estate: Annual strategy outlook for 2020
12 Dec 2019
What can we expect from the global economy in 2020? What trends do we expect to drive commercial real estate markets in 2020? How is demographics affecting real estate globally? Read our annual...
Thumb: Capitalizing on an inefficient market
29 Oct 2019
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...
Thumb: A compelling case for real estate development
09 Oct 2019
Investors have historically thought about real estate development mainly as an offensive strategy, enhancing returns in up-market environments. This new paper discusses our belief that selective...
Thumb: Why REITs, why Principal?
31 Aug 2019
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: Initial repercussions of U.K.'s new prime minister
07 Aug 2019
A short topical piece regarding Boris Johnson’s election as U.K. prime minister and its effect on U.K. property.
Thumb: Sustaining the expansion
06 Aug 2019
Written by Indy Karlekar, Sustaining the expansion – the Fed rate cut, discusses the recent changes the Fed made to short-term interest rates at their July meeting. What does this tell us...
Principal Real Estate Investors special bulletin #6: Economic and real estate outlook in the context of COVID-19
15 Apr 2020
Novel coronavirus (COVID-19) cases continue to climb worldwide with the U.S. now leading the charge. Economic concerns are also continuing to build as job losses are mounting during lockdowns and...
Thumb: 5 minutes with Principal Real Estate on CMBS
15 Apr 2020
Listen to the first edition of our limited series audiocast, featuring Scott Carson, Portfolio Manager, Director, CMBS addressing key questions being raised by clients in the current market...
Thumb: Global Real Estate Securities Quarterly Update
06 Apr 2020
Our latest quarterly update of the Global Real Estate Securities market review and outlook is now available. ...
Principal Real Estate Investors special bulletin #5: Economic and real estate outlook in the context of COVID-19
02 Apr 2020
As the novel coronavirus (COVID-19) infections continue to rise, we have created a fifth update for clients and investors and provided our current observations. As before, we look to incorporate...
Principal Real Estate Investors special bulletin #4: Economic and real estate outlook in the context of COVID-19
25 Mar 2020
As the novel coronavirus (COVID-19) cases surge higher, we have created a fourth update for clients and investors to provide our current observations. As before, we look to incorporate the effect...
Principal Real Estate Investors special bulletin #3: U.S. economic scenarios in the context of COVID-19
19 Mar 2020
As the novel coronavirus (COVID-19) cases continue to climb worldwide, as does the concern, we wanted to update and provide our current observations and on-the-ground feedback. As before, we look...