Content (201)
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White papersSwiss real estate insights: Attractive despite changes in conditions
Although concepts like inflation and interest rates had nearly been forgotten in the past decade, we have been reminded of them in dramatic fashion over the last 18 months.
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White papersReal Estate Outlook – Europe, Edition November 2023: Are we there yet?
The economy in the eurozone is weakening but still holding up better than expected. After two quarters of meagre growth of 0.1%, the 3Q23 GDP for the region contracted by -0.1%. The purchasing managers’ index (PMI) survey results, with five consecutive readings below the neutral threshold of 50, resulting in a three-year low of 46.5 in October, suggest an even weaker start to 4Q23.
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White papersReal Estate Outlook – Global, Edition November 2023: Ongoing price adjustment
“Real estate capital values continue to edge lower, with the US lagging Europe, and APAC little impacted as Japanese interest rates remain on hold. Transaction activity remains muted while lending conditions have tightened. This is creating attractive opportunities for real estate-backed debt, such as bridging loans.”
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White papersIPM – Edition November 2023: Our semi-annual insights into private market
As we approach the end of 2023, markets are grappling with competing dynamics. US President Harry S Truman once quipped, “Bring me a one-handed Economist. All my Economists say, ‘on the one hand… on the other’.” Seventy years later, investors have more data, faster information flow and yet face similar complexities when trying to foretell the future.
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White papersDiversity of thought: Women in private equity roundtable with Nicola Goll
Private Equity International’s inaugural women in private equity roundtable in October started with a discussion on how private equity is becoming more gender diverse - slowly. The number of women in senior investment roles at UK firms, and in their European offices, has edged up to 11 percent from 10 percent in 2021, according to the latest diversity and inclusion survey carried out by Level 20 and the BVCA.
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White papersTech investing still a priority: Interview with Nicola Goll on technology as the backbone of new business models
Technology is the single most heavily weighted sector for us and this is completely by design, given that it has outperformed other key industries so significantly and for so long.
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Asset Manager NewsIPM monthly blog – Edition September 2023
Our monthly insights into private markets
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White papersIPM monthly blog – Edition October 2023: Our monthly insights into private markets
US interest rate expectations have moved higher as the economy has remained robust, leading to the possibility of another interest rate rise and a likelihood that rates will show only small (if any) cuts in 2024. Higher-for-longer rates would be a headwind for real estate markets, though a strong economy is positive for occupier demand.
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White papersNo false starts: The race to reduce embodied carbon
Embodied carbon is not a new topic, yet many in the industry are hesitant or unsure how to approach it. Daniel Hess, Sustainability Specialist REPM, discusses how and why real estate investors need to start tackling their embodied carbon emissions, and quickly.
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White papersHigh demand, low supply for life sciences real estate
Interview with Olivia Drew, Portfolio Manager, UK Life Sciences at UBS Asset Management, Real Estate & Private Markets
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White papersLife sciences real estate: High demand, low supply
Chase McWhorter, Institutional Real Estate, Inc.’s managing director, recently spoke with Olivia Drew, Portfolio Manager – UK Life Sciences
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White papersUnlocking real estate opportunities: Now is an opportune time to invest in private real estate
Paul Guest, Senior Portfolio Manager, talks to Real Estate International Europe on investing in private markets and real estate interview.
