Content (90)
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White papersConfirmation Of Our Private Real Estate Market Rebound Forecasts
In discussions since the release of our 2024 Outlook in Nov-23, many questioned our projected rebound for the European private real estate markets. This report presents supporting analyses to confirm that we remain comfortable with our outlook.
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White papers2024 European Outlook: Repricing Triggers Revival
Which Sectors Will Recover First In The Upcoming Cycle?
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White papersMonthly Research Report - August 2023
Cre Lending Stabilises While Debt Funding Gap Remains
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White papersProtecting Real Estate From Climate Risks
AEW sets out concrete steps for meaningful climate-change adaptation
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White papersMonthly Research Report - May 2023
Prime European shopping centre repricing allows rebound
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White papers2023 Mid-Year European Outlook: Light at the end of the tunnel
In spring 2023, just when European markets had come to grips with the multiple central bank rate hikes, attention shifted to commercial banks as they raised investor concerns on the back of recent US and Swiss bank failures.
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White papersMonthly Research Report - March 2023
Residential Remains Defensive In A Higher Interest Rate Environment
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White papersMonthly Research Report: February 2023
Average Quality Returns Not Consistenly Higher Than Prime
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White papersMonthly Research Report: January 2023
Debt Funding Gap Widens As Lower Collateral Values & Icr Bite
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White papersEuropean Real Estate Debt Markets Re-align
5-year swap rates have pushed all-in real estate interest rates to over 4%, their highest levels since 2013. This has been triggered by record high inflation, central bank rate hikes, and uncertainty on the macroeconomic outlook.
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White papersNext Wave of Physical Climate Risk
For any remaining sceptics, 2022 post-Covid summer has further confirmed that climate change is for real with new record length droughts, forest fires and the Rhine river at risk of running too low for commercial shipping.
