Content (180)
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White papersCyclical, structural, vintage: The outlook for real estate equity
High inflation and rising rates hit activity in real estate markets over the past year. But cautious optimism is now returning to the investment landscape in the UK and Europe, say Imogen Ebbs and George Fraser-Harding.
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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 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 papersIlliquidity premia in real assets: Q3 2023
Our real assets research team crunch the data to see how evolving macro conditions are reflected in private market returns.
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White papersIt’s time to think about nature: Biodiversity and real estate funding
Although the consideration of biodiversity risks remains limited for most assets so far, their longer-term impact is undeniable and needs to be considered when funding real estate.
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White papersAgainst the current: Seeking resilience in real estate equity
A broad-based recovery in UK and European real estate looks unlikely in 2023, but discerning investors can still find value, say Imogen Ebbs and George Fraser-Harding.
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White papersAs one door closes … How changes in long income are creating value opportunities
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the importance of selectivity to uncover opportunities and how new buyers can fill the void left by DB pension schemes.
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White papersRelative value in real assets: Q2 2023
Our real assets research team drill into proprietary data to compare risk and return across sectors, drawing out those showing most relative value.
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White papersMethane: Heating up
Methane is the second most important gas contributor to climate change after carbon dioxide, but its warming potential is many times greater. Mikhaila Crosby explains why addressing emissions is a key priority.
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White papersShort-term headwinds, structural tailwinds - Aviva Investors
Volatility presents challenges and opportunities for investors. James Tarry and Luke Layfield discuss what’s next for real asset investors focused on the climate transition.
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White papersLiquidity, logistics and living: What next for real estate equity? - Aviva Investors
Opportunities are emerging across real estate markets in the UK and Europe, but investors will have to be nimble and discerning in their asset selection, say Imogen Ebbs and George Fraser-Harding.
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White papersWhy change is needed in real estate investing
Why real estate investors need to work harder, smarter, better. Faced with a more challenging outlook for returns, real-estate equity investors must get more sophisticated and active, argue Ben Sanderson and David Hedalen.
