Content (93)

  • Rising to the climate challenge: Perspectives on accelerating decarbonisation in real estate

    White papers

    Rising to the climate challenge: Perspectives on accelerating decarbonisation in real estate

    2022-08-22T16:04:00Z

    Institutional investors are stepping up their efforts to decarbonise real estate portfolios - but the asset class poses some unique challenges. Drawing on insights from asset owners, consultants and M&G’s own real estate experts, this report highlights the need for new approaches in key areas such as targeting whole-life net zero, pricing in the realities of decarbonisation, and changing the real estate landscape.

  • mandg_1208x604_thumbnail_real-estate-going-against-the-crowd

    White papers

    Real estate: Going against the crowd

    2022-04-29T16:16:00Z

    The pandemic has been a positive catalyst for some sectors, like logistics, but those associated with an agglomeration of people, including retail, hospitality and leisure, have been at the sharp end. This has created a pricing opportunity for investors that are prepared to invest against rather than with the crowd into sectors like hotels, which have suffered as a result of forced closures.

  • M&G-The Investment Podcast- Adding value to high-quality assets in complex situations

    Podcast

    The Investment Podcast: Adding value to high-quality assets in complex situations

    2022-03-16T15:34:00Z

    As lockdown restrictions lift and economies reopen, Jose Pellicer, Paul Crosbie and Andrew Amos survey the value add landscape and what this means for occupiers and discerning investors. Plus – what does it take to navigate high-quality real estate assets out of complex situations?

  • M&G - Are cities still the anchor in the housing journey

    White papers

    Are cities still the anchor in the housing journey?

    2022-03-14T15:28:00Z

    With greater flexibility in the way we work likely to have a lasting impact on corporate culture, will cities continue to be the anchor in our housing journey?

  • MandG - real estate value in the 2020s

    White papers

    Unlocking real estate value in the 2020s

    2022-03-03T15:15:00Z

    Value add investing has evolved through many different business cycles over the last two decades. While buying low, ‘fixing’, and selling high has remained the broad strategy, each period of market dislocation has brought new layers of complexity – and with it, reward, for those with the tools to unlock real estate value. In today’s market, the spectrum of potential opportunities is widening, with new sectors moving into the scope of institutions. But not everything is cheap. What could this mean for higher-return-seeking investors in the post-pandemic era?

  • MandG-Embodies carbon

    White papers

    Embodied carbon: Why a building’s lifespan matters

    2022-01-26T14:41:00Z

    As the real estate industry begins to drill down on planning for net zero, awareness is growing around the need to consider buildings’ carbon impact throughout their lifespan, since a net zero energy building does not necessarily equate to zero environmental impact. Could this incentivise investors to commit capex to the renovation of older office space?

  • The art of living – a new equilibrium for Europe

    White papers

    The art of living – a new equilibrium for Europe

    2021-06-23T15:44:00Z

    As millions were asked to work from home in 2020 to help curb COVID-19 infection rates, the long running debate on the optimal work-life balance was finally put to the test.

  • UK living -Accelerating the work-life balance

    White papers

    UK living: Accelerating the work-life balance

    2021-01-19T09:42:00Z

    The decision to rent, expand living space, or move closer or further from work, has always been driven by individual social circumstance. However, we believe the pandemic has altered the tipping point of that decision, based around a more flexible approach to home working.

  • The tipping point – a new reality for offices?

    White papers

    The tipping point – a new reality for offices?

    2020-07-15T10:14:00Z

    As offices around the world were shut down in response to government containment measures, in an instant, the working day was shoehorned into our kitchens, bedrooms and living areas. The immediate impact on our lives was one of necessity. CEOs congratulated their teams over the speed of this transition. But, before long, the natural question arose: “Will this lead to a more permanent shift?”

  • Spotlight on listed infrastructure - The attractions to pension schemes

    White papers

    Spotlight on listed infrastructure - The attractions to pension schemes

    2020-01-23T10:42:00Z

    Infrastructure typically gives investors access to regular, reliable and secure cashflows that grow over time and thus provide some protection from inflation generated from real, physical assets.

  • Investment Case - Continental European real estate

    White papers

    Investment Case: Continental European real estate

    2020-01-22T10:30:00Z

    Continental Europe’s real estate market offers investors the scope to tap into a wide opportunity set, capitalise on the region’s economic recovery and reap the benefits of diversification, while keeping risk down to levels consistent with core, income-driven investments. 

  • A guide to long lease real estateLong-dated secure income for instituional investors

    White papers

    A guide to long lease real estate: Long-dated secure income for institutional investors

    2019-12-16T15:29:00Z

    M&G has been generating attractive, long-dated income from long-term leases for our external clients for over a decade. In this guide, we explore the features and characteristics of the different types of long lease real estate, compare their outcomes for an institutional investor and look at the trends shaping the development of these assets.