Research & Insights

After years of hesitation, institutional investors are returning to commercial real estate with renewed conviction. Falling interest rates and structural shifts in occupier demand have sparked a $144 billion capital wave, reshaping the investment landscape across offices, logistics, and alternative assets.

Where Institutional Capital Should Own Commercial Real Estate — Nairobi, Kenya, East Africa. A proprietary assessment of the commercial real estate assets, markets and investment themes most relevant to private capital, family offices, institutional investors and UHNW investors in 2026.