Content (21)

  • From property to the portfolio - The ESG opportunity and industry trends

    White papers

    From property to the portfolio: The ESG opportunity and industry trends

    2021-01-04T13:15:00Z

    Last month, Principal Real Estate Investors hosted a panel of subject matter experts to discuss Environmental, Social and Governance (ESG) developments and trends.

  • European real estate - Searching for opportunity in a new era

    White papers

    European real estate: Searching for opportunity in a new era

    2021-01-04T13:09:00Z

    It’s difficult to think of a scenario more impactful to real estate markets than COVID-19. The pandemic has been a direct hit on European real estate, and much uncertainty remains regarding the ultimate long-term effect.

  • Public real estate debt - Facing today’s challenges

    White papers

    Public real estate debt: Facing today’s challenges

    2021-01-04T13:03:00Z

    It is no secret that COVID-19 has had a particularly adverse impact on global real estate markets. But even as headwinds persist, there are opportunities worth considering within the public debt markets.

  • COVID-19 - The beginning of the end

    White papers

    COVID-19: The beginning of the end

    2020-12-18T17:29:00Z

    The world has watched with despair as Covid-19 continues to spread, but 2020 is ending with a burst of hope that 2021 will mark the beginning of the end of a global battle against the pandemic.

  • Signals, trends, and the outlook for public REITs

    White papers

    Signals, trends, and the outlook for public REITs

    2020-12-17T16:33:00Z

    It is no secret that COVID-19 has had a particularly adverse impact on global real estate markets. While a narrow portion of global equities have benefited from the pandemic environment, such as technology and communication services stocks, global REITs have lagged along with other more cyclical areas of the equity markets. Year to date, the FTSE EPRA/NAREIT Developed Index has fallen 11.59%, compared to a 9.31% increase for the broader MSCI World Index. 

  • Inside Real Estate – Annual Strategy Outlook for 2021

    White papers

    Inside Real Estate – Annual Strategy Outlook for 2021

    2020-11-10T17:24:00Z

    Under our base case the global economy will continue down the path of recover but with a wider range of possible outcomes. Normalization in advanced economies will likely start in the second half of 2021 following the distribution of vaccines, though full global herd immunity will be further away. We expect the world economy to be dealing with a “new normal” for a few years.

  • The Decisive Eye - A strategic bulletin on issues and opportunities in European real assets

    White papers

    The Decisive Eye - A strategic bulletin on issues and opportunities in European real assets

    2020-10-05T14:51:00Z

    The average smartphone puts more computing power in our pockets than was available to the Apollo XI moon landing only fifty years ago. The pace of change is astonishing and continues to accelerate.

  • Real estate’s role as an inflation hedge in a post-COVID world

    White papers

    Real estate’s role as an inflation hedge in a post-COVID world

    2020-09-04T08:37:00Z

    The Federal Reserve’s recent Jackson Hole Symposium has renewed attention on inflation in light of the unprecedented global fiscal and monetary policy response to the COVID-19 pandemic If inflation exceeds capital market expectations, risk assets could underperform. As such, investors should consider assets which may offer some protection against a potential increase in inflation

  • Data Centres - Critical Infrastructure for Digitising Europe

    White papers

    Data Centres: Critical Infrastructure for Digitising Europe

    2020-08-17T08:31:00Z

    The early days of the digital revolution are over, and the world is transitioning to a newer more powerful paradigm of digitisation. Data is being created at an explosive pace with the total number of bytes produced each day expanding exponentially.

  • A Strategic Investment Case for Core European Property

    White papers

    A Strategic Investment Case for Core European Property

    2020-07-31T11:21:00Z

    COVID-19 has devastated global economies, challenging existing paradigms for investors attempting to navigate uncertain times. While identifying investment opportunities is challenging given the dislocation to the economy and capital markets, we examine key attributes of core European real estate and ascertain that a strategic case can be made for its consideration in long-term investment portfolios.

  • COVID-19 - Caution is the playbook halfway through the year

    White papers

    COVID-19: Caution is the playbook halfway through the year

    2020-07-31T11:12:00Z

    More than half-way through what has been an unprecedented and eventful year, now is a good time to take stock of the state of the world economy. It is certainly fair to say that the COVID-19 pandemic is an exogenous shock most forecasters would have struggled to foresee and qualifies as a classic “black swan” event with a very long fat left tail.

  • COVID-19 - The re-opening gathers pace

    White papers

    COVID-19: The re-opening gathers pace

    2020-06-16T08:39:00Z

    Across the world, economies are re-opening in the aftermath of what is likely to be the deepest recession since World War II. Countries are relaxing social distancing measures in support of economic recovery but still focused on keeping hard-fought infection levels down.