Content (28)
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White papersThe Case for Modern Logistics Facilities
In this Case for Logistics series, Paper 1 looked at how long-term structural drivers, including e-commerce, reverse logistics, supply chain reconfiguration and re-shoring/near-shoring, have propelled industrial asset performance to record levels. Given the structural shifts the industry is experiencing as a result of global retailers attempting to create long-term efficiencies, the Case for Logistics appears to be intact.
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White papersInfrastructure Quarterly
The Infrastructure Quarterly explores the performance of the private and listed infrastructure markets, along with sector insights such as renewables and digital infrastructure, to identify actionable insights for your portfolio decisions.
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White papersE-Trucking Policy and the Impact on Logistics Real Estate: A Four Country Comparison (U.S., Australia, China, Japan)
The adoption of electric vehicle cars has been on a strong growth trajectory, and the same trend is expected for electric trucking (e-trucking) in advanced economies over the coming decade. This paper reviews policies in four countries (U.S., Australia, China, Japan) that directly or indirectly incentivize the adoption of e-trucking and finds that the U.S. has some of the most extensive policies at the state and local level.
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White papersThe Case for Global Core
Institutional investors allocate an average of 10% of their portfolios to real estate, an asset class that offers attractive risk-adjusted returns, high and stable income, the potential to add value through active asset management, at least partial inflation protection and portfolio diversification. It’s possible to enhance these benefits further by investing globally.
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White papersThe New Risk Premium: How Climate Change is Changing the Real Estate Landscape
Climate change, conflict, growing global populations and urbanization is putting even greater strain on resources. Food, energy and water resources within nations has already begun to adversely impact economic growth via higher prices. These resources within markets will become increasingly significant as constraining factors on economic growth.
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White papersOverseas investors are seeking short-term performance differential and long-term diversification in the U.K.
Impacted by the rising cost of debt, U.K. commercial real estate investment volumes are down year over year. Higher debt costs have removed a cohort of investors from the market, causing downward pressure on values dampening investment demand. The most recent investment data, however, suggest liquidity is returning to those parts of the market believed to have the strongest income growth prospects, such as logistics, residential and some prime retail parks.
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White papersA Guide to Listed and Private Infrastructure Solutions
We’re often asked for our views across listed and private infrastructure. Within, we review the market. We see listed and private as two ways to access an asset class that continues to garner institutional support. Combined benefits of a listed and private allocation can include balanced accessibility, liquidity, diversity, quality, and enhanced risk / return compared to traditional allocations. Furthermore, specialized active investment teams offer the potential to unlock value for investors.
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White papersAssessing Environmental Obsolescence Risk and Retrofit Opportunity in London Office Markets
The following piece is a collaboration between PLACEMAKE.IO and CBRE Investment Management, written by Dr Chlump Chatkupt, founder and CEO of PLACEMAKE.IO and Dominic Smith, Head of UK Research at CBRE Investment Management.
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White papersThe great unwind: real assets acclimatise to new liquidity environment
Central banks worldwide have started the great liquidity unwind – from ultra-accommodative monetary policy to higher-for-longer interest rates in most major markets. This environment is mediated by global regions and poses divergent re-pricing risk for real assets.
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White papersCredit and the demographic dividend
The potential for real estate credit to act as a complementary overlay, rather than as an alternative to or subset of, real estate equity, is frequently overlooked.
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White papersStudent Housing: Another decade of demographic driven demand
The pandemic provided one of the toughest imaginable operating environments for higher education institutions and the providers of purpose-built student accommodation (PBSA). However, investment markets remained sanguine. A key factor was the positive demographic outlook.
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White papersFive trends in global demographics that will drive real assets demand
As we enter the final phases of the pandemic that has so dominated headlines and our concerns, we are using this edition of Global Vision to unpick some of the hidden but equally important demographic pivot points of the last two years and to think about how our demographic assumptions might be accelerated or have to be re-evaluated.
