All Europe articles – Page 41
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White papersEuropean Real Estate: To Build or Not to Build?
Higher build costs and longer construction periods pose a potential headwind for profits. But in select markets, developers have the ability to charge a premium rent and potentially exceed required returns.
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White papersIncreasing transparency through disclosure
Kate Fowler, senior responsibility analyst at the international business of Federated Hermes, explores the potential impact of the new Sustainable Finance Disclosures Regulation.
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Asset Manager NewsKGAL seizes market opportunity with launch of first Impact Fund under Article 9 as part of its continued expansion in the renewables market
New fund classified as Article 9, the highest sustainability category under the EU Sustainable Finance Disclosure Regulation will focus on European greenfield renewable energy assets contributing to the EU Green Deal.
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White papersESG Thema #2 - EU Fit for 55 package
The EU formally adopted in June its new objective of cutting the bloc’s greenhouse gas emissions by 55% by 2030 versus 1990. This represents a substantial increase in the bloc’s ambition compared to the previous 40% reduction target and sets an interim target close to the range of domestic emissions reductions of 58-70% deemed consistent with the Paris Agreement by Climate Action Tracker. As such, this objective places the European Union as a leading region on climate change mitigation efforts.
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Research ReportReal Estate Convictions - Asset Manager’s view of the European real estate markets
The pandemic has killed over 4 million people in the last 18 months, but the Delta variant has made great strides across the planet, since it is highly contagious. Countries or regions with too low vaccination provision may be quickly forced to introduce further restrictive measures that pose significant risks to their recovery.
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Asset Manager NewsGenerali Real Estate acquires prime high street retail and office complex in Berlin
Generali Real Estate has completed the acquisition of a part of the prestigious Gloria retail and office building complex in Berlin, on behalf of the pan-European “Generali Core High Street Retail Fund” (GCHSR) fund managed by Generali Real Estate S.p.A SGR. The seller of the asset is CENTRUM Group, one of the leading high street developers in Germany.
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Research ReportAEW Monthly Research Report - July 2021
As the post-Covid recovery takes hold, inflation has increased rapidly to 5% in the US and over 2% in Europe triggering concerns on future interest rates, as central banks could be forced to reverse their lower-for-longer policies to meet their restated long-term inflation targets.
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Asset Manager NewsEdmond de Rothschild REIM re-finances part of the District West complex in Amsterdam
Edmond de Rothschild REIM, via its European Real Estate Debt Fund and a fund dedicated to a German insurance group, has provided whole loan financing to refinance and refurbish two office properties at the District West complex located in Amsterdam-Sloterdijk, owned by Angelo Gordon and APF International.
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White papersDraghi Takes First Shot at Reforming Italy
After getting the vaccination program up to speed and reshaping the country’s recovery plan, Prime Minister Mario Draghi is now focusing on the hard part of the job: actually reforming Italy.
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Asset Manager NewsOrchard Street completes 54,000 sq ft of new Dunstable industrial lettings, taking Nimbus Park to full occupancy
Orchard Street Investment Management (‘Orchard Street’), the specialist commercial property investment manager, has completed three new lettings totalling c.54,000 sq ft at Nimbus Park industrial estate in Dunstable, Bedfordshire, taking the prime warehouse facility to full occupancy. Nimbus Park, which was acquired by Orchard Street in 2018, is managed on behalf of St. James’s Place UK Plc.
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White papersEuropean equities: look for the winners to play the reflation trade, value revenge, and ESG disruption
While the strongest national European football teams are animating a great competition, which is also signalling a sort of return to normality for Europeans, investors’ appetite for European equities is back and for good reason.
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Asset Manager NewsEdmond de Rothschild REIM acquires industrial asset in Amsterdam
Amsterdam. Edmond de Rothschild REIM has purchased an industrial property through a sale and leaseback transaction with TIMTEX Transport. The property is located at Marifoonweg 2 in Amsterdam and was acquired for the Edmond de Rothschild Euro Industrial Real Estate Fund.
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White papersEuro fixed income: EGB supply/demand dynamics to improve in H2-21
EMU-10 EGB net issuance, net of ECB QE purchases, is likely to be negative in H2 this year for three main reasons: 1) front loading of sovereign debt supply in H1, 2) roughly 60% of yearly bond redemptions still to come, and 3) ECB QE purchases to remain steadily high.
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White papersThe price of self-sufficiency
The disruption of global supply chains has been a wakeup call for the European Union. For years, the principle of an open and free Single Market has led to a massive transfer of industrial production and outsourcing mainly to Asia.
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White papersEconomic outlook: Where is ‘normal’? Will we get there?…
By debating the size of their balance sheets, central banks are showing for only the second time since 2008 that they may be worrying about our addiction to QE. QE can be credited with unblocking the system in 2009 and keeping it oiled in 2020.
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White papersPrivate Equity Demonstrates Resiliency in the Face of Change
How have Private Markets been affected by the pandemic?
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White papersLaSalle Investment Management: Building a €1.2 bn pan-European real estate fund
LaSalle are celebrating the tenth anniversary of their flagship open-ended pan-European fund; LaSalle E-REGI which has developed a robust and impressive history in the last decade. The Fund has a well-diversified core portfolio with a proven track record and strong sustainability credentials, unique investment characteristics and excellent performance which has exceeded €1 billion gross asset value.
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Research ReportClimate-Informed Real Estate Returns In Europe - June 2021
As Europe has been ramping up its vaccinations, it is also coming to grip with the latest Covid-19 variant. In the meantime, restrictions are slowly being lifted after 15 months of various degrees of lockdowns across the region. Attention has already been shifting to the upcoming UN Climate Change Conference (COP26) planned for early November.
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White papersData Centres: Unlocking value in Existing Assets
It’s no secret that our lives have become increasingly dependent on data, whether we use it to be entertained, communicate with coworkers, or send messages to friends and family.
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White papersInfrastructure’s mid-market: well-positioned for the post-pandemic recovery?
In their quest for dependable, long-term income, investors have increased allocations to infrastructure assets. This has fuelled competition for large-sized deals. By contrast, the mid-market remains less crowded and, at the same time, the number of opportunities continues to grow.
