All Europe articles – Page 21
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White papersWhy and what if inflation falls faster than expected?
”As fiscal support should wane, this could lead to lower inflation pressures in the second half of 2023 and to a faster decline in inflation”
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White papersHoming in on income growth potential in real estate
Real estate markets may have entered a new phase in the cycle as revaluations play out. Yet positive structural drivers continue to underpin several subsectors. As such, we believe prospects for income and growth remain robust in the medium term.
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Asset Manager NewsEdmond De Rothschild REIM Continues To Grow Its Pan-European Real Estate Debt Platform
Edmond de Rothschild Real Estate Investment Management (EdR REIM) significantly exceeded the EUR 300m capital raising target for the first vintage of its pan-European real estate debt platform.
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Asset Manager NewsFirst German participant joins ASR Dutch Mobility Office Fund with € 58 million investment
a.s.r. real estate has entered the German market with the ASR Dutch Mobility Office Fund. A German investment platform has invested € 58 million in the fund. Besides this investment, another € 150 million has been raised since 2021.
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White papersCan inflation end without a meaningful increase in unemployment?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we ask whether a shared belief in the prospect of a soft-landing is enough to bring it about.
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White papersEuropean leveraged loans: Defensive against rising rates and uncertainty?
2022 represented the end of the more than decade-long bull run and the impact for European loans was a dislocation to yields of c.10%. For long-term investors, we believe this provides an interesting investment opportunity for a senior secured defensive asset class with typically higher risk-adjusted returns than comparable credit risk asset classes.
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Asset Manager NewsDeka Immobilien continues on growth track
Despite encountering various hotspots, Deka Immobilien has continued to increase its real estate assets.
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White papersECB-inspired rally risks going too far
The European Central Bank raised its key policy interest rates by half a percentage point, lifting the deposit rate to 2.5%, and said it intended to deliver a similar rate rise in March because of underlying inflation pressures. It also gave details of how it will reduce its balance sheet. For corporate bonds, it plans to tilt reinvestments more strongly towards issuers with a better climate performance.
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Asset Manager NewsGARBE PYRAMID-MAP: Record-Level Demand Keeps Driving up European Logistics Rents
Despite the various geopolitical crises, the demand for space in logistics properties remained extremely robust in 2022. On many submarkets in Europe, strong demand coincides with a short floor space supply.
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White papersReal Estate: Preserving Value
There was a definite air of positivity in European real estate markets in January and February 2022.
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White papersRisks and rewards for renewable energy investors in 2023
How does 2023 look for the renewables industry compared to 2022?
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White papersRedevco recalibrates business to focus on climate and social impact mega challenges
Redevco, one of Europe’s largest privately owned real estate managers with around €10 billion in AUM, has adopted a more holistic approach to investments in urban areas in recent years. The company is diversifying its traditional High Street retail portfolio into mixed-use investments and other property sectors such as residential.
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White papersAn attractive gateway
Secondaries Investor interview on private markets’ democratization
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White papersEuropean Real Estate: Darkest, Then a New Dawn?
The year ahead likely marks the trough in the property cycle, which will have implications for investment outperformance for years to come. The Barings Real Estate team discusses.
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White papersReady for net zero?
With the UK government committed to net-zero carbon emissions by 2050, there’s a growing focus on the transition readiness of UK real estate sectors, and the implications for portfolios.
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Asset Manager NewsNew impact fund KGAL Core 5 LIFE reaches first closing and acquires sustainable residential property in Málaga
KGAL Core 5 LIFE, one of the few Article 9 residential real estate funds with a European focus, has received capital commitments in the hundreds of millions.
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White papersEurope’s living sector is coming of age, and will come out of this cycle strongly
The Living sector has provided stable yields and substantial capital growth for much of the past decade, fuelled by low interest rates, extreme demand/supply imbalances and increased private and institutional investment. As a result, European net initial yields have fallen sharply. But rising inflation and interest rates have brought this cycle to an abrupt end.
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Asset Manager NewsGenerali Real Estate doubles down on commercial real estate debt investments with GREDIF II fund launch
Milan – Generali Real Estate S.p.A. Società di gestione del risparmio is launching its second fund focused on commercial real estate (CRE) debt, denominated ‘Generali Real Estate Debt Investment Fund II’ (GREDIF II), reserved for professional investors.
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Asset Manager NewsInvestor survey: Double bottleneck in property markets
There are still no signs of easing in the transaction markets, with investors either short of capital or unable to find the right property.
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BlogECB in Pole Position to Over-Tighten in 2023
One narrative of 2022 was that central banks, including the ECB, were “behind the curve,” in their inflation fight. If this was right, financial conditions would need to tighten notably in 2023.
