Global Real Estate Intelligence
KKRReport

Outlook for 2026: Private Markets Outlook

KKR's 2026 Private Markets Outlook explores high-grading portfolios for quality and resilience. It lays out the firm's latest cross-asset views spanning private equity, infrastructure, real estate and credit.

EconomyAlternativesGlobal
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Capital Market Assumptions

KKR's Capital Market Assumptions explore expected returns, risk and portfolio construction across public and private markets in a changing macro environment. It provides forward-looking return estimates used to frame multi-asset allocation.

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No Longer Alternative: How RIAs Are Investing in Private Markets

KKR's RIA survey finds that private market investments no longer fit the 'alternative' label given how many advisors now use them in portfolio construction. It reports that the share of RIAs planning to increase allocations to private real estate rose sharply year over year.

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What's Driving Private Markets Today?

KKR's global wealth portfolio managers discuss the factors shaping private markets and lay out their five biggest takeaways. The piece covers the macro and structural forces driving allocations across private equity, credit, infrastructure and real estate.

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Mid-Year Outlook for 2025: Make Your Own Luck

KKR's mid-year outlook argues the investment landscape is rapidly shifting, requiring a rethink of asset allocation as AI and heightened geopolitical and trade tensions reshape markets. It stresses owning assets linked to nominal GDP, including infrastructure, real estate and asset-based finance.

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Real Estate Credit: Why Our Pipeline is at Record Highs Despite Volatility

Despite market volatility, KKR says it is seeing abundant opportunities in real estate credit and expects its lending pipeline to remain elevated. The note details why the firm's real estate lending pipeline reached record highs.

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5 Things to Know From KKR's 2025 Outlook

KKR distills its 2025 Global Macro Outlook into five key takeaways, entering the year with a 'glass half full' mentality amid contrasting narratives. It highlights real assets, infrastructure and real estate as areas poised to benefit.

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