Content (71)

  • AEW makes first European life sciences acquisition with Copenhagen investment

    Asset Manager News

    AEW makes first European life sciences acquisition with Copenhagen investment

    2021-06-08T10:41:00Z

    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. 

  • Will Logistics Continue To Be The Favourite Asset Class For Investors?

    Research Report

    Will Logistics Continue To Be The Favourite Asset Class For Investors?

    2021-05-19T08:15:00Z

    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.

  • Mid-Year 2021 Outlook

    White papers

    Mid-Year 2021 Outlook

    2021-05-18T09:46:00Z

    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.

  • AEW Monthly Research Report - March 2021

    Research Report

    AEW Monthly Research Report - March 2021

    2021-03-17T14:36:00Z

    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.

  • AEW Research Report - February 2021

    White papers

    AEW Research Report - February 2021

    2021-03-02T12:31:00Z

    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.

  • AEW Research Report - January 2021

    White papers

    AEW Research Report - January 2021

    2021-02-11T09:46:00Z

    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.

  • 2021 European Annual Outlook After The Storm

    White papers

    2021 European Annual Outlook After The Storm

    2020-11-17T10:58:00Z

    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.

  • 2021 outlook - AEW foresees compelling opportunities emerging after current storm

    White papers

    2021 outlook: AEW foresees compelling opportunities emerging after current storm

    2020-11-17T10:50:00Z

    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.

  • AEW Research Flash Report - September 2020

    White papers

    AEW Research Flash Report - September 2020

    2020-09-30T10:16:00Z

    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).

  • AEW Research Flash Report - July 2020

    White papers

    AEW Research Flash Report - July 2020

    2020-07-30T10:06:00Z

    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.

  • AEW Research Flash Report - June 2020

    White papers

    AEW Research Flash Report - June 2020

    2020-06-25T09:55:00Z

    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.

  • AEW Research Flash Report - May 2020

    White papers

    AEW Research Flash Report - May 2020

    2020-05-28T14:33:00Z

    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.