Content (83)
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White papersTop 10 questions on real estate markets for 2025
2024 was a year of recovery, with GDP rising across most countries and inflation moderating, albeit remaining volatile. Ultimately, the much hoped-for soft landing was achieved. Improved financial conditions and investor sentiment fed through to a slow pick-up in real estate investment activity. The easing of monetary policy in 2024 has resulted in the prolonged downturn coming to an end. However, we think that the conditions prevailing in the post-GFC era will not be mirrored, with interest rates set to remain elevated and above pre-pandemic levels. We think that 2025 will be a year of progress, as we turn the corner, but that economic and political uncertainties will remain.
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White papersTrumponomics and European real estate
The incoming US administration isn’t all bad news for Europe’s real estate investors
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White papersAI and its impact on real estate
Artificial intelligence (AI) — what was once a mere buzzword is now reshaping industries and creating an environment ripe with investment opportunities. This transformative force is driving efficiency and innovation across industries and sectors, including real estate. We think AI has the potential to enhance investment processes and add diversity to investment strategies. Asset managers who strategically integrate AI into their operations can gain a competitive edge, and they risk falling behind if they don’t.
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White papersTop 3 trends and challenges affecting the life sciences industry
What are the potential consequences for real estate investors?
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White papersArtificial Intelligence Insights
Artificial Intelligence (AI): what was once just a buzzword, is now reshaping industries and creating an environment ripe with investment opportunities. This transformative force is driving efficiency and innovation across industries and sectors, including real estate. We think AI has the potential to enhance investment processes and add diversity to investment strategies. Asset managers who strategically integrate AI into their operations can gain a competitive edge, and risk falling behind if they don’t.
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White papersReal Estate Outlook – US, Edition May 2024: Cautiously optimistic
After more than two years of adjusting to higher interest rates, private market real estate results were mixed during 1Q24, with value declines offset by income in several sectors. Returns for retail and industrial warehouse turned slightly positive. Self-storage returns were flat. Apartments and office buildings experienced negative total returns; though niche segments of the sectors, like medical office, manufactured and student housing outperformed.
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White papersReal Estate Outlook – US, Edition May 2024: Cautiously optimistic
After more than two years of adjusting to higher interest rates, private market real estate results were mixed during 1Q24, with value declines offset by income in several sectors. Returns for retail and industrial warehouse turned slightly positive. Self-storage returns were flat. Apartments and office buildings experienced negative total returns; though niche segments of the sectors, like medical office, manufactured and student housing outperformed.
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White papersGreen premium: Study of New York and London Real Estate finds strong evidence for a ‘green premium’
In 2021, Bill Gates authored How to Avoid a Climate Disaster, a plan for the world to reduce net CO2 emissions and avoid a climate catastrophe. One of the key ideas in his book was that of a ‘green premium’.
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White papersReal Estate Outlook – US, Edition November 2023: Looking for respite
”Downturns are rare in private commercial real estate, but repricing and reduced buyer pools create opportunities for investors willing to accept more risk today for higher reward during recovery.”
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White papersReal Estate Outlook – US, Edition September 2022
“We continue to focus our strategies on defensive positioning while economic uncertainties persist. This typically includes marginal movements around strategy targets; less leverage, lower amount of value-add activities, and a focus on increasing occupancy over rent growth in retail and office.”
