Real Estate Research
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White papersCatella European Residential Vision Report 2024 – The Epsilon: From a Mitigation World to an Adaptation World
The Epsilon, or Greek letter ‘E’-shaped trifurcation of real estate investment portfolio valuations along alternative pathways from a decarbonisation ‘tipping point’ was introduced in: ‘The Epsilon Great Transformation of Real Estate Markets’ in our European Residential Vision 2023 report, which aimed to conceptualize the integration of climate change mitigation into investment strategies
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White papersCatella European Residential Vision Report 2023 – The Epsilon: Great Transformation of Real Estate Markets
The catalysts of the energy crisis, surging inflation and geopolitical turmoil ignited by the Covid pandemic and war in Ukraine are forcing an acceleration in the pace of economic transformation needed to confront two of the greatest challenges of our age: climate change and the poor-rich divide.
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White papersEuropean Real Estate: Why Now?
The European real estate market appears to have passed its cyclical trough—and potentially compelling core and value-add opportunities are emerging across logistics, living, and select areas of the office sector.
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White papersReal Estate Outlook – Switzerland, Edition 1H24
User markets support Swiss real estate values
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White papersThe Power of AI in real estate: a paradigm shift
The real estate industry, traditionally characterised by its cautious adoption of new technologies, is now at a pivotal juncture. The emergence of AI, with its open-ended and self-evolving nature, promises to fundamentally change the way we live, work and play. This report looks at how AI is currently used across the industry, and how it promises to reshape real estate through an occupier and investment lens.
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White papersQuantifying carbon and climate risk: IREI interview with Olivia Muir
While reducing carbon emissions is a crucial aspect of ESG, what are other important factors to consider for real estate investors?
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White papersRelative Value & Tactical Asset Allocation Q2 2024
Global Economy is Weighed Down by Geopolitical Crises and Policy Uncertainties
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White papersParsing Office Distress
In this AFIRE article, Dags Chen and Lincoln Janes lay out a framework for parsing upswell in distress across the office sector—and discuss how this is presenting a potential opportunity, especially for investors willing to brave the dislocation.
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White papersPondering performance: Interview with PEI on the GP-led secondaries market
”A lack of full exits means it is too soon to say how well this latest generation of GP-led secondaries will fare, but the ingredients for success are all in place.”
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White papersThe Case for a U.S. Productivity Boom
The economy in any single year is subject to the vagaries of chance and, as such, can be “noisy”. Near-term volatility that exerts short-term stress into markets may be front of mind for most investors, but it is long-term trends that provide us with the best view of the future, especially for those with long investment horizons.
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White papersResilience and recovery: The outlook for real estate long income
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team consider the outlook for long-lease assets after a challenging period for investors.
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White papersIPM Monthly Blog – Edition March 2024: Our monthly insights into private markets
Real estate - Market conditions remain challenging, but optimism emerging
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White papersRents, rates and the refinancing gap: The outlook for real estate debt
After a challenging 12 months for real estate debt investors, Gregor Bamert discusses what lies ahead for the market in 2024.
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White papersAre Consumers Weakening?
Our baseline forecast continues to incorporate a recession as we remain cautious about the economy. Although aggregate economic and labor market indicators continue to be strong, we are concerned about high consumer loan delinquencies, creeping unemployment, and affordability, all of which are potential headwinds to growth.
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White papersReal Estate Investment: A Global Perspective
The real estate crisis, stemming from the surge in interest rates driven by escalating inflation, is not confined to Europe alone. Indeed, it also affects the other major continental blocks, such as China or the United States. In this study, we want to offer a global perspective on the evolution of real estate markets, explore the diversity of responses provided by international players, and draw the outlines of what could be a “global real estate allocation” in the next cycle.
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White papersTaking action! Join us on our journey through sustainable investing in private markets
We believe sustainability is a key driver of value. Sustainability has been part of Real Estate & Private Markets (REPM)’s DNA for decades. Today, it forms an integral part of client discussions and investment decision across our business, grounded in our belief that sustainability is a key driver of value and must be considered to both protect and enhance our clients’ capital. And the sustainability topic is only increasing in importance.
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White papersGerman residential - Attractive entry point and strong fundamentals
Due to its size and liquidity, the German residential market plays a special role for investors, also because the residential real estate market in Germany ₋ in contrast to many other countries ₋ has been an institutionalized and professionalized asset class for some time.
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White papersQ4 2023 Seniors Housing Research Perspective
It’s difficult not to be excited about the prospects for seniors housing in 2024. While capital market dynamics continue to weigh on assets and portfolios that were constructed at peak valuations with variable rate debt when borrowing costs reflected a different rate environment, the strength of the underlying fundamentals driving top-line revenue growth are difficult to ignore
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White papersSchroders Capital Investment Outlook: Real Estate H1 2024
Schroders Capital Investment Outlook for real estate provides a summary of conviction themes, the investment strategies benefitting from them, and how we are seeking to position portfolios for medium- to long-term outperformance.
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White papersRedevco aims to grow its residential development pipeline to 10,000+ units to enter top ranks of European residential managers
One of the biggest challenges facing European societies is the severe shortage of modern, affordable, and sustainable housing supply in our cities in the face of soaring demand.
