Content (71)
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Asset Manager NewsAEW 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).
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White papers
AEW Research Flash Report - July 2020
As a result of the Covid-19 pandemic, occupiers are reassessing their needs for office space as working from home has been implemented. On the back of the 2020 GDP decline, we forecast prime office rents to come down by nearly 10% this year. So far, in 2020 Q2 take-up is down over 20% and vacancy has ticked up by 20 bps from a record low of 5.4% in Q1 2020.
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White papers
AEW Research Flash Report - June 2020
In this fifth update since the onset of the Covid-19 pandemic, we define a new base case scenario by being more precise about our cash shortfall and yield widening assumptions for individual markets and quantify both short and long-term return implications across more individual markets.
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White papers
AEW Research Flash Report - May 2020
In this fourth update since the onset of the Covid-19 crisis, we update and combine some of our initial thoughts about the impact of the lockdowns and expected restrictions going forward.
