Content (81)
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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.”
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White papersReal Estate Outlook – US, Edition 2 - 2022
Growing economic uncertainty based on weaker consumer sentiment and inflation concerns increases the importance of focusing on durable income growth across real estate sectors, metros, and product types. Continued strong industrial and apartment return performance is anticipated, but at a lower margin than 2021, given interest rate pressures. We expect a deteriorating performance for office and a gradual strengthening in retail performance through 2022.
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White papersReal Estate Outlook – Global, Edition 2 - 2022
As restrictions due to COVID-19 gradually fade away and life returns to pre-pandemic-like conditions, apart from China and Hong Kong where new lockdowns have been imposed, the global economy faces new challenges. The unexpected war in Ukraine has rocked the international order and had a big impact on energy and agricultural markets and on specialist products produced by Russia and Ukraine.
