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. Economic volatility and inflation led to the Fed increasing interest rates substantially throughout the period and fund managers reevaluated and pivoted their investment strategies to navigate the complex economic environment. Higher interest rates have reduced liquidity and increased the shift of capital into fixed-income securities. However, in 2024 and 2025, the Fed cut interest rates and is anticipated to cut rates again which will increase liquidity and drive capital back into equity markets. Overall, over the past five years, industry revenue grew at a CAGR of 4.4% to $313.3 billion, including an increase of 3.6% 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 2.1% to $347.0 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.

The largest share of commercial real estate investments in the United States in the fourth quarter of 2024 came from private equity. More than **** of investment volumes were by private equity investors, while institutional investors were responsible for about ** percent of investments.

Graph and download economic data for Real Estate Investment Trusts and Closed-End Funds; Equity and Investment Fund Shares Excluding Mutual Fund Shares and Money Market Fund Shares; Asset, Revaluation (BOGZ1FR493081105Q) from Q4 1946 to Q2 2025 about REIT, installment, mutual funds, MMMF, equity, investment, assets, and USA.

The total assets in real estate from investment funds from the Netherlands increased between the first quarter of 2015 and the third quarter of 2021. In the third quarter of 2021, total assets were worth approximately 47.7 billion euros. This is an increase when compared to the previous quarter. The source defines an investment fund as either an investment company or a common fund. Valuation of assets takes places at market value.

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

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.

Saudi Arabia Investment Funds: Assets: Domestic: Real Estate data was reported at 11,677.900 SAR mn in Sep 2018. This records an increase from the previous number of 9,298.000 SAR mn for Jun 2018. Saudi Arabia Investment Funds: Assets: Domestic: Real Estate data is updated quarterly, averaging 2,463.000 SAR mn from Mar 2008 (Median) to Sep 2018, with 43 observations. The data reached an all-time high of 11,677.900 SAR mn in Sep 2018 and a record low of 463.000 SAR mn in Mar 2008. Saudi Arabia Investment Funds: Assets: Domestic: Real Estate data remains active status in CEIC and is reported by Saudi Arabian Monetary Authority. The data is categorized under Global Database’s Saudi Arabia – Table SA.Z018: Investment Funds.

Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity and real estate markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. The firm provides its services to endowment and sovereign wealth funds, as well as other institutional and individual investors. It manages client focused portfolios. The firm launches and manages hedge funds for its clients. It also manages real estate funds and private equity funds for its clients. The firm invests in the fixed income and alternative investment markets across the globe. Its fixed income investments include income-oriented senior loans, bonds, collateralized loan obligations, structured credit, opportunistic credit, non-performing loans, distressed debt, mezzanine debt, and value oriented fixed income securities. The firm seeks to invest in chemicals, commodities, consumer and retail, oil and gas, metals, mining, agriculture, commodities, distribution and transportation, financial and business services, manufacturing and industrial, media distribution, cable, entertainment and leisure, telecom, technology, natural resources, energy, packaging and materials, and satellite and wireless industries. It seeks to invest in companies based in across Africa, North America with a focus on United States, and Europe. The firm also makes investments outside North America, primarily in Western Europe and Asia. It employs a combination of contrarian, value, and distressed strategies to make its investments. The firm seeks to make investments in the range of $10 million and $1500 million. The firm seeks to invest in companies with Enterprise value between $750 million to $2500 million. The firm conducts an in-house research to create its investment portfolio. It seeks to acquire minority and majority positions in its portfolio companies. Apollo Global Management, Inc. was founded in 1990 and is headquartered in New York, New York with additional offices in North America, Asia and Europe.

Graph and download economic data for Real Estate Investment Trusts and Closed-End Funds; Total Liabilities, Revaluation (BOGZ1FR494190005A) from 1946 to 2024 about REIT, installment, liabilities, and USA.

This statistic shows the total investments of non-MMF investment funds in direct property in the Netherlands from 2006 to 2017 (in billion euros). In 2017, total investments were worth approximately 35 billion euros. Non-MMF investment funds consist of collective investment schemes which are principally engaged in issuing investment fund shares or units, and, on their own account, to make investments primarily in financial assets other than short-term financial assets and in non-financial assets, such as real estate.

Czech Republic Investment Fund: Real Estate: Assets data was reported at 311,585.873 CZK mn in Feb 2025. This records an increase from the previous number of 306,405.081 CZK mn for Jan 2025. Czech Republic Investment Fund: Real Estate: Assets data is updated monthly, averaging 84,383.967 CZK mn from Sep 2004 (Median) to Feb 2025, with 212 observations. The data reached an all-time high of 311,585.873 CZK mn in Feb 2025 and a record low of 0.000 CZK mn in Dec 2005. Czech Republic Investment Fund: Real Estate: Assets 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.

Switzerland Investment Fund: Reimbursed: Open: Real Estate data was reported at 0.000 CHF mn in Mar 2018. This stayed constant from the previous number of 0.000 CHF mn for Dec 2017. Switzerland Investment Fund: Reimbursed: Open: Real Estate data is updated quarterly, averaging 0.000 CHF mn from Sep 2005 (Median) to Mar 2018, with 51 observations. The data reached an all-time high of 282.616 CHF mn in Jun 2008 and a record low of 0.000 CHF mn in Mar 2018. Switzerland Investment Fund: Reimbursed: Open: Real Estate data remains active status in CEIC and is reported by Swiss National Bank. The data is categorized under Global Database’s Switzerland – Table CH.O006: Investment Funds: by Type.

Switzerland Investment Fund: Net Assets: Domestic: Open: Real Estate data was reported at 43,068.691 CHF mn in Mar 2018. This records an increase from the previous number of 42,430.314 CHF mn for Dec 2017. Switzerland Investment Fund: Net Assets: Domestic: Open: Real Estate data is updated quarterly, averaging 28,007.590 CHF mn from Sep 2005 (Median) to Mar 2018, with 51 observations. The data reached an all-time high of 43,068.691 CHF mn in Mar 2018 and a record low of 14,240.707 CHF mn in Sep 2005. Switzerland Investment Fund: Net Assets: Domestic: Open: Real Estate data remains active status in CEIC and is reported by Swiss National Bank. The data is categorized under Global Database’s Switzerland – Table CH.O006: Investment Funds: by Type.

This dataset and scripts correspond to the empirical analysis in the paper "The Illiquidity Premium of Non-listed Real Estate Investment Funds" (Chapter 3 of my PhD dissertation "Three Essays on Real Estate Prices and Liquidity")

Graph and download economic data for Real Estate Investment Trusts and Closed-End Funds; Equity and Investment Fund Shares Excluding Mutual Fund Shares and Money Market Fund Shares; Asset, Level (BOGZ1FL493081105A) from 1945 to 2024 about REIT, installment, mutual funds, MMMF, equity, investment, assets, and USA.

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.

Funds accounted for approximately half of retail real estate investment activity in France in 2021. The second largest group of investors was SCPI with 20 percent of investment volumes. SCPIs in France are companies, similar to the Real Estate Investment Funds (REITs) who make investments in real estate and are, therefore, authorized to issue shares to institutions and individuals.

Graph and download economic data for Real Estate Investment Trusts and Closed-End Funds; Equity and Investment Fund Shares; Liability, Revaluation (BOGZ1FR493181005Q) from Q4 1946 to Q2 2025 about fund shares, REIT, installment, funds, revaluation, equity, liabilities, investment, and USA.