Our Thinking

In our latest whitepaper, we deep-dive into a new trend that has emerged in 2026 across equity markets. We examine how capital is leaving AI-vulnerable tech and service-based stocks, shifting instead towards sectors perceived to be more immune from direct AI displacement risk and why REITs are emerging as one of the early net beneficiaries of this trend.

As artificial intelligence reshapes global markets, investors are reassessing where long-term value and resilience lie. In this whitepaper, Hazelview explores the emerging “AI Immunity” trade and why public real estate is increasingly viewed as a relative beneficiary.

Hazelview partnered with a global wealth manager to deliver a liquid real estate strategy combining REIT exposure with downside risk protection. Using active management and a dynamic long-short overlay, the approach enhances diversification, reduces volatility, and targets strong risk-adjusted returns aligned with client objectives.

Canada’s rental housing future depends on long-term thinking. This piece explores how purpose-built rental is evolving through resilient design, operational insight, and innovation—shaping assets that perform over decades and deliver lasting value for residents and investors alike.

Strategic partnerships are unlocking differentiated opportunities in industrial real estate. Hazelview and BretonGale combine investment expertise, market insight, and hands-on execution to focus on small and mid-bay assets. With strong in-place cash flow and durable long-term demand fundamentals, this segment continues to offer resilient, performance-driven opportunities for investors.

Industrial real estate is evolving, with opportunity emerging in smaller segments. In this Point of View, Mike Tsourounis explains why Hazelview Investments sees long-term value in small and mid-bay industrial assets, supported by strong demand, constrained supply, and active management.

Real estate debt can offer stability, income, and downside protection in uncertain markets. In the latest Point of View, Michael Tsournouis explains how tightening capital markets are creating opportunities for experienced lenders to structure compelling debt investments.

In today’s uncertain real estate market, a passive approach can leave real risk on the table. In this Point of View episode, Corrado Russo, Managing Partner and Chief Investment Officer, explains why active management matters more than ever, and how a real estate-first lens helps uncover mispriced assets, manage downside risk, and generate alpha across global public real estate markets.

Public real estate markets are reaching an inflection point after several years of repricing. In this recorded webinar, Hazelview Investments’ Global Real Estate Investment Team examines what 2025 revealed about valuations, capital discipline, and market structure, and how improving fundamentals are shaping portfolio opportunities across global REITs heading into 2026.

In this Point of View episode, Hazelview Investments shares the thinking behind HREAL, its actively managed liquid alternatives strategy. Designed to reduce drawdowns, limit volatility, and preserve capital, HREAL combines fundamental research with quantitative insights and machine learning to deliver a disciplined, downside focused approach to public real estate.

Hazelview Investments’ global public real estate strategy looks beyond the benchmark to uncover mispriced opportunity. In this Point of View episode, Managing Partner and CIO Corrado Russo shares how deep local insight, active management, and high conviction positioning are shaping where Hazelview sees opportunity heading into 2026.

Hazelview’s 2026 Global Public Real Estate Outlook examines the evolving forces shaping public real estate markets worldwide. Through an active management lens, the report explores improving fundamentals, compelling valuations, and where we see the greatest potential for outperformance, outlining our highest-conviction investment ideas for the year ahead.

Multi-family’s resilience goes beyond strong fundamentals. In this Point of View episode, Michael Tsourounis explains how long-term performance is driven by execution, reinvesting in buildings, improving operations, and staying closely connected to the resident experience through in-house management and an integrated investment platform.

Technology only delivers value when buildings are designed to support it. In this Point of View conversation, Michael Tsourounis and Michael Williams discuss why flexibility, adaptability, and long-term thinking must be embedded into purpose-built rental design from day one to create resilient buildings that perform over decades.

This episode of Point of View features Michael Tsourounis and Michael Williams as they discuss Hazelview’s $12.5B development platform and how integrated execution across investment, development, and operations creates long-term value and delivers high-quality rental housing at scale.

Active management continues to outperform in global REITs. By leveraging tactical sector and regional positioning, accessing off-benchmark opportunities, and responding to market dynamics that passive strategies miss, skilled managers capture meaningful, repeatable alpha grounded in real estate fundamentals.

Rental supply is slowing, but demand continues to rise. In this episode of Point of View, Mike Tsourounis explains why this moment creates a strategic opportunity for disciplined development and how Hazelview’s $12.5B pipeline and integrated in-house team give us a clear execution edge in delivering needed rental housing.

Long-term conviction guides Hazelview through market volatility. In this Point of View episode, CIO Mike Tsourounis explains how supply, demand, and the cost of capital shape cycles, and how integrated insights help us stay disciplined and focused on long-term value.

The private real estate market is entering a pivotal moment. In this episode of Point of View, Michael Tsourounis, Managing Partner and Chief Investment Officer, breaks down what’s changing in today’s environment and where disciplined investors can find opportunity.

In the third episode of Point of View, we explore why transparency is fundamental to how we invest, operate, and communicate with our partners. Market cycles have been challenging in recent years, but our approach remains consistent. We believe investors deserve clarity, accountability, and a clear line of sight into how decisions are made.