All Europe articles – Page 6
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White papers
Against the current: Seeking resilience in real estate equity
A broad-based recovery in UK and European real estate looks unlikely in 2023, but discerning investors can still find value, say Imogen Ebbs and George Fraser-Harding.
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White papers
‘A race to the top’: CBAM’s impact on global carbon pricing
The European Union’s (EU) carbon tax on imported industrial goods has the potential to accelerate global efforts to better price greenhouse gases. Investors in carbon markets stand to benefit from new opportunities arising from the growth of emissions trading schemes (ETSs). These include accelerated price convergence and an improved ability to hedge against the transition risks of higher carbon prices on portfolios.
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White papers
How sustainability fits into commercial real estate debt
With over 70% of surveyed institutional investors now considering or planning to consider climate risk and the environmental and societal impact of their investment decisions, it is becoming increasingly obvious that investment products should offer sustainable qualities in order to meet this growing demand. As a result of this trend, this paper looks at how commercial real estate (CRE) debt could be a popular choice.
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White papers
European Residential Markets 2023/2024
The current economic cycle marks a fundamental change after 15 years of growth driven by favourable low interest rates and an investment boom into real estate.
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Podcast
PAT Cast #17: EXPO REAL Special: Insights from the European Residential Markets Report 2023/24
PATRIZIA’s Investment Strategy & Research team has today released its European Residential Markets Report 2023/24, which shares invaluable insights with investors.
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Asset Manager News
Europe remains #1 destination for investors seeking cross-border diversification in a continued challenging market environment
According to PATRIZIA’s Residential Market Report 2023, Europe is still the top global destination for diversifying through cross-border investment
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Asset Manager News
Deka Immobilien acquires logistics project in the Netherlands
Deka Immobilien has acquired a logistics project near Rotterdam for more than EUR 80 million. The property was sold by Dutch real estate developer Dudok Real Estate. It will be added to the portfolio of the open-ended real estate fund Deka-ImmobilienEuropa.
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Asset Manager News
Infranity is delighted to be the anchor lender of Beacon Rail, a European rolling stock lessor, in the acquisition financing of MRCE.
Infranity, a leading European infrastructure investment firm, was delighted to act as anchor lender in acquisition financing to support Beacon Rail in the purchase of MRCE, an electric rolling stock company active in Continental Europe.
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White papers
European Hotel Sector: Short-term distress and strong long-term fundamentals create value opportunity
For a subset of the European hotel sector, weaknesses exacerbated by the COVID-19 travel shutdown are now being made worse by high inflation and rising interest rates, creating distress. There is a window of opportunity to acquire these hotels at discounted pricing.
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White papers
LaSalle’s European Cities Growth Index 2023
Our latest LaSalle European Cities Growth Index (ECGI) ranks European cities with the strongest economic prospects based on data inputs of economic growth, human capital, business risk and – for the first time – extreme heat.
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White papers
European sale-leaseback: an attractive investment opportunity in today’s uncertain market
The European sale-leaseback (“SLB”) market is a large,yet relatively untapped market, that has the potential to offer the kind of stable, inflation-linked returns that may appeal to institutional investors in today’s uncertain environment.
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Podcast
The Investment Podcast: The state of play in European private credit
Risk assets have repriced over the past year due to financial-market volatility and higher-than-usual levels of uncertainty surrounding issues such as terminal rates, inflation, geopolitics and economic growth. Consequently, we believe private credit currently offers unusually high potential returns while retaining its traditional defensive characteristics of low duration and security.
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Asset Manager News
Deka Immobilien to lease around 10,000 sqm in Berlin
Deka Immobilien has signed a new lease agreement for around 10,000 square metres of office space in Mitte, Berlin’s central borough.
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Asset Manager News
Harrison Street And Dea Capital To Acquire 430 Build-To-Rent Units In Madrid And Alicante
DeA Capital S.p.A. (“DeA Capital”), a leading independent alternative asset management platform in Italy with a significant pan-European presence, with assets under management of approximately EUR 27.7 billion and Harrison Street, one of the leading investment management firms exclusively focused on alternative real assets with approximately $56 billion in assets under management, today announced that their joint venture will acquire 430 build-to-rent (“BTR”) units across two new assets in Madrid and Alicante, Spain.
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White papers
What will pull the dollar back?
The dollar normally pulls back in these end-of-cycle phases, but not this time. The US currency has recently enjoyed eight consecutive weeks of gains. In this weekly installment of Simply put, we look at the curious trend of relative rates.
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White papers
How do private equity co-investments work and what are they used for?
There are many ways to invest in private equity. As more investors can now access this asset class, we describe the advantages of co-investing and include some key case studies in Europe.
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White papers
Euro-denominated short duration – only upside from here?
The ECB is at or near the end of its historic monetary tightening cycle. From this point, we believe investors in euro-denominated short duration debt may well stand to benefit – whatever happens next.
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White papers
The Eurozone economy under scrutiny, as the policy support fades
The Eurozone economy has stagnated over the last three quarters, although growth in the second quarter was marginally positive due to strong idiosyncratic growth in one or two smaller countries.
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White papers
The ECB Delivers a (Final?) Dovish Hike
The ECB raised its deposit rate to 4.0% today, an all-time high since the launch of the euro. It cited uncomfortably high headline inflation of more than 5% as the key driver of its decision. Higher interest rates signal concern among ECB policymakers that underlying inflation could become embedded. That would make it harder to get back to the Bank’s 2% target.
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White papers
Why ABS could be an attractive option for European insurers
A fundamental shift in the UK defined benefit (DB) pension market, sparked in September 2022 by the government’s ‘mini budget’, opened the doors to potential opportunities across the balance sheet for insurance companies. Here we explore how European insurers may be in a position to take advantage of the compelling risk adjusted returns on offer in the European ABS market.