CRE Resources
Up-to-date insights for portfolio and asset managers

Why Asset Management Is Becoming Real Estate’s Competitive Edge
The Investment Thesis The Spring 2026 NAIOP CRE Sentiment Index came in at 52. That is still above the neutral 50 threshold, which means the industry broadly
EXECUTIVE SUMMARY Moody’s projects at least $3 trillion in global data center investment over the next five years. Six U.S. hyperscalers spent nearly $400 billion in 2025,

A $5.9 Billion IPO Just Proved Senior Housing Is No Longer a Side Bet
EXECUTIVE SUMMARY Janus Living debuted on the NYSE at a $5.9 billion valuation, with shares rising 17.5% on the first day. The Denver-based REIT raised $840 million

The Niche That Isn’t: Why “Alternative” Real Estate Sectors Are Now Mainstream Institutional Bets
EXECUTIVE SUMMARY IREI’s May 2026 feature reports that niche real estate sectors are moving into the institutional mainstream. Data centers, life sciences, student housing, senior housing, cold