Graph and download economic data for Hedge Funds; Real Estate; Asset, Level (BOGZ1FL625035003A) from 1945 to 2024 about Hedge Fund, real estate, assets, and USA.

In recent years, industry assets have become increasingly integral to institutional investors' portfolios and the larger asset-management market. Institutional investors are individuals or organizations that trade securities in such substantial volumes that they qualify for lower commissions and fewer protective regulations since it's assumed that they're knowledgeable enough to protect themselves. Increasing demand from institutional investors has contributed to the surge in the industry's assets under management (AUM) and revenue during the current period. In recent years, the industry has continued to enmesh itself more deeply within the broader financial ecosystem despite the challenges posed at the onset of the period. The pandemic, mainly in the first quarter of 2020, contributed to revenue declines for many operators. Many portfolios, previously thought to be sound investments, were reevaluated and businesses pivoted their strategies due to the unprecedented nature of the crisis. However, as inflation was rampant in the latter part of the period, the FED increased interest rates to control high inflation, although as inflationary pressures eased in 2024, the FED cut interest rates, which will increase liquidity in financial markets. The Fed is anticipated to cut rates further in 2025, increasing liquidity and driving the shift of investments into equities from fixed-income securities. Overall, over the past five years, industry revenue grew at a CAGR of 4.2% to $310.1 billion, including an increase of 2.5% in 2025 alone. Industry profit has climbed significantly and will comprise 49.6% of revenue in the current year. Industry revenue will grow at a CAGR of 2.7% to $353.7 billion over the five years to 2030. The Federal Reserve is anticipated to cut interest rates as inflationary pressures continue to ease. These declining interest rates will increase liquidity in the markets. Private equity firms and hedge funds will have less difficulty raising capital for investments. As characteristics of the financial system change in light of post-financial crisis banking regulations and regulators' recognition of the importance of hedge funds within the financial system, hedge funds will likely experience heightened oversight.

In a survey conducted in Japan in 2025, around ** percent of real estate fund managers surveyed stated they want to focus on residential properties in the future. At the same time, ** percent intended to concentrate on office properties.

The alternative investment software market is experiencing robust growth, driven by increasing demand for sophisticated portfolio management tools and regulatory compliance solutions among alternative investment managers. The market's expansion is fueled by several key factors. Firstly, the rising complexity of alternative investments, including hedge funds, private equity, and real estate, necessitates advanced software capable of handling diverse asset classes and intricate calculations. Secondly, regulatory pressures, such as increased reporting requirements and compliance standards, are pushing firms to adopt more robust and automated solutions. Thirdly, the growing adoption of cloud-based solutions offers enhanced scalability, accessibility, and cost-effectiveness compared to on-premises systems. This shift towards cloud-based deployment is further accelerated by the need for real-time data analysis and collaborative functionalities. The market is segmented by deployment type (cloud-based and on-premises), application (large enterprises, SMEs, and personal use), and geography, with North America and Europe currently holding significant market share. While competition is intense among established players like BlackRock and SS&C Technologies, the market also accommodates several niche players catering to specific segments and investment strategies. The future growth will likely be shaped by advancements in artificial intelligence, machine learning, and data analytics, enabling more predictive modeling and risk management capabilities within the software. Continued regulatory scrutiny will also drive innovation and adoption within the space. The market's Compound Annual Growth Rate (CAGR) indicates a sustained period of expansion. While precise figures are not provided, a reasonable estimation, considering the factors mentioned above and typical growth rates in the fintech sector, places the CAGR in the range of 12-15% for the forecast period (2025-2033). This growth trajectory suggests significant opportunities for both established players and emerging companies specializing in alternative investment software solutions. The market size in 2025 is estimated to be in the multi-billion-dollar range, based on the number of firms operating in the alternative investment space and the average software spend per firm. This figure is expected to increase substantially by 2033, driven by consistent market demand and technological advancements. Market restraints might include high initial investment costs for sophisticated software, the need for specialized expertise to implement and utilize these systems effectively, and potential cybersecurity risks associated with managing sensitive financial data.

In 2023, the real estate investment management market shrunk by nearly *** trillion U.S. dollars. The figure shows the value of assets under management (AUM) held by more than *** of the largest real estate investment managers worldwide. Since 2016, the industry has grown, with the total AUM peaking at nearly *** trillion U.S. dollars in 2022. In 2023, a weaker capital market affected real estate investments, bringing the AUM of real estate investment managers to *** trillion U.S. dollars. According to the same source, Blackstone, Brookfield Asset Management, and Prologis were the largest real estate investment managers in 2023.

A list of the top 50 Heitman Real Estate Securities Llc holdings showing which stocks are owned by Heitman Real Estate Securities Llc's hedge fund.

China Real Estate Investment: Source of Fund data was reported at 22,535,989.690 RMB mn in 2018. This records an increase from the previous number of 20,897,313.350 RMB mn for 2017. China Real Estate Investment: Source of Fund data is updated yearly, averaging 4,849,166.020 RMB mn from Dec 1998 (Median) to 2018, with 21 observations. The data reached an all-time high of 22,535,989.690 RMB mn in 2018 and a record low of 530,074.220 RMB mn in 1998. China Real Estate Investment: Source of Fund data remains active status in CEIC and is reported by National Bureau of Statistics. The data is categorized under China Premium Database’s Real Estate Sector – Table CN.RKF: Real Estate Enterprise: All.

The Alternative Investment Platform market is experiencing robust growth, driven by increasing demand for sophisticated investment solutions and technological advancements. The market's expansion is fueled by several key factors. Firstly, the rising popularity of alternative investments, such as private equity, hedge funds, and real estate, necessitates efficient platforms for managing these complex asset classes. Secondly, the shift towards digitalization and automation within the financial industry is pushing adoption of cloud-based platforms offering enhanced data analytics, portfolio management, and investor reporting capabilities. Furthermore, regulatory changes promoting transparency and compliance are indirectly driving market growth by fostering the need for robust and compliant platforms. While the on-premises segment currently holds a larger market share, the cloud-based segment is projected to experience faster growth due to its scalability, cost-effectiveness, and accessibility. The BFSI sector is a significant adopter of these platforms, followed by the IT and Telecommunications and Industrial sectors, indicating strong demand across various industry verticals. However, high implementation costs and the need for specialized expertise can act as restraints on market growth, particularly for smaller firms. We project a steady rise in market size, driven primarily by the increasing adoption of cloud-based solutions and expanding user base in emerging markets like Asia-Pacific. The competitive landscape is marked by a mix of established players and emerging startups. Established players are leveraging their extensive networks and expertise to enhance their platform offerings. Meanwhile, innovative startups are disrupting the market with niche solutions and advanced technologies. Strategic partnerships and acquisitions are expected to shape the market's competitive dynamics. Regional analysis indicates strong growth potential in North America and Europe, driven by high technological adoption rates and regulatory developments. However, emerging markets in Asia-Pacific and Middle East & Africa present significant untapped opportunities, fueled by growing economies and increasing institutional investment. The forecast period of 2025-2033 will witness sustained growth, driven by ongoing technological innovation, regulatory changes, and the expanding need for efficient alternative investment management across diverse industries globally. Maintaining security and data privacy will be crucial for continued market growth and to bolster investor confidence.

The Alternative Investment Management Software market is experiencing robust growth, driven by increasing complexities in managing alternative assets and a rising demand for efficient, automated solutions. The market size in 2025 is estimated at $5 billion, exhibiting a Compound Annual Growth Rate (CAGR) of 12% from 2025 to 2033. This growth is fueled by several key factors: the expanding alternative investment landscape encompassing hedge funds, private equity, real estate, and infrastructure; the need for sophisticated portfolio management tools to handle complex investment strategies and risk management; and the increasing regulatory scrutiny necessitating robust compliance and reporting capabilities. Furthermore, the trend towards cloud-based solutions and AI-driven analytics is further accelerating market expansion. Leading players such as BlackRock, Charles River, and SS&C Technologies are driving innovation and capturing significant market share through strategic acquisitions, product enhancements, and expanding their service offerings. Despite the positive growth trajectory, the market faces certain restraints. High implementation costs, the need for specialized expertise, and the integration challenges with existing infrastructure can hinder adoption, particularly among smaller firms. However, the increasing availability of affordable, cloud-based solutions and the growing awareness of the long-term benefits of automated investment management are expected to mitigate these challenges. The market is segmented by deployment mode (cloud-based and on-premise), asset class (hedge funds, private equity, etc.), and geographic region. North America currently holds the largest market share, driven by a high concentration of alternative investment firms and advanced technological infrastructure. However, the Asia-Pacific region is projected to witness substantial growth in the coming years due to increasing investment activities and technological advancements.

As an asset class, real estate is considered as a valuable component of an investor's portfolio. In 2023, the ten leading real estate investment managements worldwide combined held nearly *** trillion U.S. dollars in assets under management (AUM). The U.S. based investment management fund Blackstone, which lead the ranking, accounted for *** billion U.S. dollars in AUM.

As of December 2024, the private real estate fund market in Japan was estimated at 40.8 trillion Japanese yen. The estimated amount of assets under management of private funds, including privately placed REITs, increased from 35 trillion yen in the previous year.

This Dataset contains year and mode of fund wise total number and amount of funds raising by Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs)

Note: Total funds mobilised by REITs & InvITs includes funds raised through public issue, private placement, preferential issue, institutional placement, rights issue

United States Assets: Flow: Real Estate Investment Trusts (REIT) data was reported at 39.763 USD bn in Sep 2018. This records an increase from the previous number of -3.777 USD bn for Jun 2018. United States Assets: Flow: Real Estate Investment Trusts (REIT) data is updated quarterly, averaging 0.011 USD bn from Dec 1951 (Median) to Sep 2018, with 268 observations. The data reached an all-time high of 130.084 USD bn in Jun 2013 and a record low of -44.248 USD bn in Dec 2008. United States Assets: Flow: Real Estate Investment Trusts (REIT) data remains active status in CEIC and is reported by Federal Reserve Board. The data is categorized under Global Database’s United States – Table US.AB030: Funds by Sector: Flows and Outstanding: Real Estate Investment Trusts.

China Real Estate Investment: Source of Fund: Bond data was reported at 19.000 RMB mn in 2004. This records a decrease from the previous number of 54.600 RMB mn for 2003. China Real Estate Investment: Source of Fund: Bond data is updated yearly, averaging 285.995 RMB mn from Dec 1997 (Median) to 2004, with 8 observations. The data reached an all-time high of 987.030 RMB mn in 1999 and a record low of 19.000 RMB mn in 2004. China Real Estate Investment: Source of Fund: Bond data remains active status in CEIC and is reported by National Bureau of Statistics. The data is categorized under China Premium Database’s Real Estate Sector – Table CN.RKF: Real Estate Enterprise: All.

Czech Republic Investment Fund: Real Estate: Assets: Others data was reported at 78,591.510 CZK mn in Feb 2025. This records a decrease from the previous number of 79,075.299 CZK mn for Jan 2025. Czech Republic Investment Fund: Real Estate: Assets: Others data is updated monthly, averaging 47,870.347 CZK mn from Sep 2004 (Median) to Feb 2025, with 212 observations. The data reached an all-time high of 79,075.299 CZK mn in Jan 2025 and a record low of 0.000 CZK mn in Dec 2005. Czech Republic Investment Fund: Real Estate: Assets: Others data remains active status in CEIC and is reported by Czech National Bank. The data is categorized under Global Database’s Czech Republic – Table CZ.Z007: Czech National Bank: Investment Funds.

Real Estate Market size was valued at USD 79.7 Trillion in 2024 and is projected to reach USD 103.6 Trillion by 2031, growing at a CAGR of 5.1% during the forecasted period 2024 to 2031

Global Real Estate Market Drivers

Population Growth and Urbanization: In order to meet the demands of businesses, housing needs, and infrastructure development, there is a constant need for residential and commercial properties as populations and urban areas rise.

Low Interest Rates: By making borrowing more accessible, low interest rates encourage both individuals and businesses to make real estate investments. Reduced borrowing costs result in reduced mortgage rates, opening up homeownership and encouraging real estate investments and purchases.

Economic Growth: A thriving real estate market is a result of positive economic growth indicators like GDP growth, rising incomes, and low unemployment rates. Robust economies establish advantageous circumstances for real estate investment, growth, and customer assurance in the housing sector. Job growth and income increases: As more people look for rental or purchase close to their places of employment, housing demand is influenced by these factors. The housing market is driven by employment opportunities and rising salaries, which in turn drive home buying, renting, and property investment activity. Infrastructure Development: The demand and property values in the surrounding areas can be greatly impacted by investments made in infrastructure projects such as public facilities, utilities, and transportation networks. Accessibility, convenience, and beauty are all improved by improved infrastructure, which encourages real estate development and investment.

Government Policies and Incentives: Tax breaks, subsidies, and first-time homebuyer programs are a few examples of government policies and incentives that can boost the real estate market and homeownership. Market stability and growth are facilitated by regulatory actions that promote affordable housing, urban redevelopment, and real estate development.

Foreign Investment: Foreign capital can be used to stimulate demand, diversify property portfolios, and pump capital into the real estate market through direct property purchases or real estate investment funds. Foreign investors are drawn to the local real estate markets by favorable exchange rates, stable political environments, and appealing returns.

Demographic Trends: Shifting demographic trends affect housing preferences and demand for various property kinds. These trends include aging populations, household formation rates, and migration patterns. It is easier for real estate developers and investors to match supply with changing market demand when they are aware of demographic fluctuations.

Technological Innovations: New technologies that are revolutionizing the marketing, transactions, and management of properties include digital platforms, data analytics, and virtual reality applications. In the real estate industry, technology adoption increases market reach, boosts customer experiences, and increases operational efficiency.

Environmental Sustainability: Decisions about real estate development and investment are influenced by the growing knowledge of environmental sustainability and green building techniques. Market activity in environmentally aware real estate categories is driven by demand for eco-friendly neighborhoods, sustainable design elements, and energy-efficient buildings.

Graph and download economic data for Real Estate Investment Trusts and Closed-End Funds; Total Financial Assets, Level (BOGZ1FL494090005Q) from Q4 1945 to Q1 2025 about REIT, installment, assets, and USA.

Assets: Outs: REIT: DS: Agency & GSE Backed Securities data was reported at 243.587 USD bn in Mar 2018. This records a decrease from the previous number of 251.164 USD bn for Dec 2017. Assets: Outs: REIT: DS: Agency & GSE Backed Securities data is updated quarterly, averaging 2.576 USD bn from Dec 1951 (Median) to Mar 2018, with 266 observations. The data reached an all-time high of 377.817 USD bn in Sep 2012 and a record low of 0.000 USD bn in Dec 1983. Assets: Outs: REIT: DS: Agency & GSE Backed Securities data remains active status in CEIC and is reported by Federal Reserve Board. The data is categorized under Global Database’s USA – Table US.AB030: Funds by Sector: Flows and Outstanding: Real Estate Investment Trusts.

As of September 2023, European hedge funds had varying rates of exposure to various industries. The sector accounting for the second-highest rate of exposure for European hedge funds was consumer discretionary, displaying a rate slightly below 10 percent. European hedge funds had the lowest exposure to the real estate market, with a net exposure rate of less than one percent.