Content (74)
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Research ReportAEW Monthly Research Report - September 2021
Debt used to fund new real estate acquisitions was €129bn for 2020. This is down by 15% from 2019 due to the Covid-19 lockdowns. Across the entire European market, the average annual acquisition LTV remained at under 50%,
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Research Report
AEW Monthly Research Report - July 2021
As the post-Covid recovery takes hold, inflation has increased rapidly to 5% in the US and over 2% in Europe triggering concerns on future interest rates, as central banks could be forced to reverse their lower-for-longer policies to meet their restated long-term inflation targets.
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Research Report
Climate-Informed Real Estate Returns In Europe - June 2021
As Europe has been ramping up its vaccinations, it is also coming to grip with the latest Covid-19 variant. In the meantime, restrictions are slowly being lifted after 15 months of various degrees of lockdowns across the region. Attention has already been shifting to the upcoming UN Climate Change Conference (COP26) planned for early November.
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Asset Manager News
AEW makes first European life sciences acquisition with Copenhagen investment
AEW, the global real estate investment manager, announces that it has made its first acquisition in the emerging European life sciences sector with the acquisition of Sydmarken 5, a fully let asset in the Medicon Valley of Copenhagen, Denmark.
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Research Report
Will Logistics Continue To Be The Favourite Asset Class For Investors?
Logistics is expected to continue its strong run as most European investors’ favorite asset class. Based on our analysis, European logistics will outperform other property types over the next five years.
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White papers
Mid-Year 2021 Outlook
Covid-19 negatively impacted 2020 European growth to various degrees. Regardless of its precise speed, the 2021-22 recovery is expected to be solid. But, this strength is also raising concerns on inflation.
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Research Report
AEW Monthly Research Report - March 2021
During the Covid-19 lockdowns, the share of office employees working sometime or usually from home (WFH) more than doubled from 28% in 2018 to 67% in July 2020 across the EU 27 region. To measure the possible impact from WFH we develop a data driven market resilience ranking measures across our 25 office markets using five key variables.
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White papers
AEW Research Report - February 2021
Retail spending for 2021-22 is forecasted to grow at 4% pa amid consumers’ pent-up demand. This implies that the worst might be over for retailers and investors, although the precise speed of the recovery might vary with vaccine distribution rates.
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White papers
AEW Research Report - January 2021
With many investors focusing on large scale logistics warehouses, we examine in this report the fundamentals of the smaller scale light industrial and urban logistics markets.
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White papers
2021 European Annual Outlook After The Storm
Little could we have expected that last year’s Outlook theme “calm before the storm” would have come alive in the way it has. Since early 2020, Covid-19 has unleashed a storm of news flow and market sentiment. With the pandemic showing a post-summer resurgence in cases, many European governments have recently announced the expected second round lock downs.
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White papers
2021 outlook: AEW foresees compelling opportunities emerging after current storm
In its 2021 European real estate outlook, “After the Storm” AEW explores how investors can best navigate out of the current crisis. Despite the recent news of a potential vaccine, 2021 looks to be a year characterised by a slow recovery hindered by both COVID-19’s impact on the wider economy together with the latent existing headwinds of unresolved trade frictions and political uncertainties.
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White papers
AEW Research Flash Report - September 2020
COVID-19 related capital value declines combined with more conservative lending will lead to refinancing problems in the coming years, despite moderate pre COVID-19 loan-to-value (LTV) levels compared to the global financial crisis (GFC).
