Content (20)
-
White papersChina housing policy: better late than never
The latest support measures the Chinese government announced on housing have sought to re-establish lifelines for struggling developers, clarifying that credit forbearance would not be considered as stepping on the red lines. After sharp deleveraging over a year, stabilising the market is now the priority.
-
White papersHow real estate investment creates opportunities in this post-crisis environment?
Thanks to its positioning as a global real estate investment player, Amundi is in a privileged position to observe the trend changes taking place in the sector. In particular, the changes in the way offices are used are likely to be profound, but they also offer new investment opportunities that are attracting an increasing number of retail investors, as Marc Bertrand, CEO of Amundi Real Estate, explains.
-
White papersReal assets favoured in a post-Covid-19 world, but higher fragmentation requires scrutiny
While the fallout from the pandemic has accelerated several long-term trends, it has also given rise to some misguided expectations.
-
White papersEuropean commercial real estate: play the re-opening with quality assets
The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent, mitigation measures and travel bans are being lifted, allowing growth to revive. As the European economy recovers, the real estate sector should join the rebound after a tough year, although the pace of this recovery will be uneven across sectors and subsectors.
-
White papersHousing boom: what are the consequences for monetary policy?
Despite the Covid economic shock, house prices have continued to rise in most advanced economies, and are also increasing rapidly in some emerging economies. This is not (yet) a global housing boom. Indeed, indicators of overvaluation remain below those observed before the Great Financial Crisis (GFC) and are still very contrasted across regions.
-
White papersWebinar Series with Amundi Real Assets
Amundi’s interactive webinar, held in collaboration with Preqin and moderated by Olivier Paquier, Head of Business Development at Amundi Real Assets, shed light on this unique, durable and attractive asset class in Europe.
-
White papersReal Estate Trends Q1 2021
‘Covid-19 did not affect all European commercial real estate in the same way. Hotels and non-food retail assets were particularly affected. Leasing activity in logistics was nevertheless very resilient.
-
White papersAmundi Real Estate Outlook Q4 2020 – 2021
In the central economic scenario - potential but not certain - the economic recovery is expected to take several years to return to the GDP level of 2019, at different speeds in different countries. In 2021, a technical upturn is expected due to the base effect in Q2 (sharp drop in GDP in Q2 2020 due to Covid-19).
-
White papersEurope Report 2020 - To Combat Value Destruction, Core Assets and Diversification
Not swayed by the potential of a price collapse, Jean-Marc Coly, CEO of Amundi Real Estate, sees an opportunity to adjust market value scales and underlines the importance of European diversification against the erosion of performance
-
White papersThe Amundi Real Estate Approach To Responsible Investment
Amundi Real Estate, the real estate branch of the Amundi Group, specialises in the development, structuring and management of real estate funds focused on the European market.
-
White papersFocus Remote work: a trend accelerated by Covid-19 and complex consequences on offices
Beyond the direct human and economic impacts, the Covid-19 pandemic raises questions about its potentially disruptive role, particularly on modes of consumption and production.
-
White papersChallenges and opportunities in US Commercial Real Estate
Coronavirus is disproportionately affecting different sectors of the US commercial real estate market, and driving major short- and long-term trends that have consequences for investors. Within major subsectors of US commercial real estate, we are negative on the outlook for retail and senior housing sectors, cautious on office space, ...
