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Institutional Real Estate Investor Market Conviction Points to Increased Capital Deployment

Doug Weill, founder and co-managing partner at Hodes Weill and Associates, joined the REIT Report podcast to discuss findings from the 2025 Institutional Real Estate Allocations Monitor.

Weill noted that institutions decreased target allocations by 10 basis points this year, although allocations are expected to increase by about the same amount in the coming 12 months. The survey showed market conviction “tick up a bit,” he added. “That to us indicates that institutions are increasingly ready to deploy capital and are viewing the next couple of years as potentially good vintages, which is…

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