LaSalle Investment Management

How can institutional investors build diversified, resilient global real estate portfolios in today's evolving market environment? In a year defined by unpredictability, the benefits of diversified portfolios both within and across asset classes have become clearer than ever. This year’s edition of ISA Portfolio view explores the many routes to access all four quadrants of the US$66 trillion universe of global income-producing real estate: public and private debt, and public and private equity. Read the full report: https://ow.ly/ini550XmB8O #InvestingTodayForTomorrow

Last week, Dave White brought his expertise on real estate debt to an engaged audience of Korean institutional investors and industry leaders at The Korea Economic Daily Global Alternative Investment Conference (KED ASK). In a panel discussion that explored market stabilization and regional capital flows, Dave shared his perspectives on what truly constitutes risk at the asset level and in terms of capital structure, and how they inform our understanding of current market opportunities. Thank you to Korea Economic Daily for hosting such an insightful forum and to the Korean investment community for the thoughtful dialogue. If you would like to learn more about European real estate debt, join LaSalle's real estate debt experts for a live conversation this Wednesday, November 5, and learn why a RED umbrella might be right for your portfolio. REGISTER HERE: https://ow.ly/cexG50XlQL8 Please note that this event is for institutional investors only and all registrations are subject to review and confirmation by a member of LaSalle's Investor Relations team. #InvestingTodayForTomorrow #RealEstateDebt

Are you an institutional investor looking for stable income generation while diversifying beyond traditional fixed income investments? Join LaSalle's real estate debt experts for a live conversation on November 5, and learn why a RED umbrella might be right for your portfolio. REGISTER HERE: https://ow.ly/LMGR50Xizgr Please note that this event is for institutional investors only and all registrations are subject to review and confirmation by a member of LaSalle's Investor Relations team. #InvestingTodayForTomorrow

Earlier this month, Dave White spoke with Commercial Real Estate Media Europe at EXPO REAL (Messe München) about key factors shaping real estate debt markets right now: how falling rates are unlocking deal flow and driving demand for debt financing, as well as how borrowers with strong, well-thought-out business plans are creating the strongest opportunities. If you're an institutional investor interested in learning more about investing in European real estate debt, sign up for our upcoming live event: Ten things you've always wanted to know about real estate debt … but were afraid to ask.* It will be an interactive deep dive into the topics that matter most in today's market, giving you answers in real time. REGISTER: https://ow.ly/FMVv50XbGj0 * Please note that this event is for institutional investors only and all registrations are subject to confirmation and approval by LaSalle's Investor Relations team. #InvestingTodayForTomorrow

Is now the right time for European real estate debt? Nine reasons to consider adding it to your portfolio: https://ow.ly/anW850XbzUW European real estate debt presents a unique value proposition for today’s institutional investor, currently delivering higher returns than government bonds while being secured by physical assets at conservative loan-to-value ratios. Unlike investments dependent on exit timing, debt investments can provide consistent cash flow through regular interest payments, offering predictable, fixed income-like returns with high cash-pay components. Learn more about investing in European real estate debt at the link above. #InvestingTodayForTomorrow

And that’s a wrap on EXPO REAL (Messe München) 2025! Our final video diary is here — rounding off a busy few days in Munich last week, packed with energy, insights and invaluable conversations. The conference once again proved why it's such a key date in the real estate calendar. A big thank you to everyone who took the time to meet with us - and to those who followed along with our video series throughout the week. Catch the highlights in our final wrap-up video below 🎥 #InvestingTodayForTomorrow

🚨 New Investment Alert! Read: https://ow.ly/SwBa50XalKu We’ve acquired an office building in central Berlin on behalf of a German institutional investor client. Located in the south of Berlin’s city-centre Mitte district, the property is single-let on a long-term basis to the German Federal Ministry of Finance. This strategic acquisition underscores our commitment to sourcing assets in key European markets with strong long-term fundamentals. Learn more from our Fund Manager, Falko Schlafke, CFA, and Head of Transactions Europe, Core and Core+ Strategies, Alexandre Arhuis-Grumbach, MRICS, at the link above. #InvestingTodayForTomorrow

What exactly is the capital structure? And why does your position in it matter? Real estate investment encompasses far more than simply purchasing properties. Behind most significant real estate ventures lies a carefully engineered capital structure (sometimes referred to as a “capital stack”). It’s the specific combination of financing sources that fund the acquisition, development or operation of a property. Each layer has distinct characteristics, rights and obligations, creating a framework that balances the interests of various stakeholders. Learn more: https://ow.ly/YoGi50X74pq #InvestingTodayForTomorrow #RealEstateDebt

EXPO REAL (Messe München) is almost over and it’s been another day of insightful panel sessions, new connections and meaningful conversations on the forces shaping the real estate investment landscape. 🎥 Episode 2 of our Expo Real 2025 video diary series is now live, featuring more behind-the-scenes moments and on-the-ground reflections from our team. Don’t miss highlights from Brad Gries, Sven Becker, Isabelle Brennan and Brett Ormrod as we continue exploring how we’re Investing Today for Tomorrow. 👉 Watch now and stay tuned for our final wrap up video. #InvestingTodayForTomorrow #EXPOREAL

As Safe As... In "normal" times, the price of government borrowing sets the benchmark risk-free rate to which all other asset prices can be compared. But the US federal shutdown and the fall of the French government have led investors to treat AAA-rated, blue chip corporates as safer than the sovereigns in recent weeks in both markets. This situation is less unusual for real estate yields, where the prospect of income growth often leads cap rates below local government borrowing costs. For more on the read-across from rates markets to real estate, read more from Brian Klinksiek and Dominic Silman in our latest ISA Briefing and the LaSalle Macro Quarterly: https://ow.ly/vKZT50X7yeq #InvestingTodayForTomorrow