All Europe articles – Page 7
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White papersSector spotlight: Dialling up the positivity on telecoms
European telecoms have turned a corner operationally and are in the best financial health for many years. This has led us to upgrade this investment grade sector as an investment proposition, reflecting that its fundamental credit quality is expected to improve in the next few years.
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White papersEuropean Residential: Finding A New Balance
Prime European residential markets show solid occupancy fundamentals and stabilising investment yields. This is despite the 2022-23 upward shift in interest rates and associated decline in lending. Student housing has also remained a key alternative sub-sector. The long-standing shortage of housing has further Intensified as higher mortgage rates and ...
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Research ReportCromwell’s European Market Monitor – Q1 2024
Market Monitor gives our views on the latest data and trends from the financial markets and their impact on commercial real estate. The latest one covers ECB rates, credit standards and rate decline indicators.
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PodcastEuropean Real Estate: Light at the End of the Tunnel?
While European real estate markets have faced headwinds in recent years, there are signs that we may be at or nearing the trough of the cycle. Portfolio manager, Rory Allan provides insight into where the Barings team is finding attractive opportunities to deploy capital today.
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White papersThe Case for U.S. & EU Industrial Real Estate
The industrial sector has become a global favorite amongst institutional investors as large structural shifts already underway, accelerated during the pandemic.
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PodcastThe Investment Podcast: The long-term megatrend of European private asset-backed finance
While Europe’s private asset-backed finance markets have been growing in importance for a number of years, it’s only in recent years where we’ve seen the regulatory pressures that banks are facing come to the fore, fuelling a strong desire to shrink balance sheets and increase capital.
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Asset Manager NewsHIH Invest Buys Solar Park in Southern Spain
Developed and sold by the company BayWa r.e. Acquired for the HIH Green Energy Invest institutional fund Electricity production pre-sold to 90 percent on ten-year power purchase agreement
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White papersEuro government bond opportunities in a rate cutting environment
With inflation decelerating overall and markets pricing in rate cuts for 2024, the environment is ripe for European government bonds to thrive, explains Mauro Valle, Head of Fixed Income at Generali Asset Management.
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People NewsGARBE Austria Hires Franz Kastner as New Managing Director and Pushes ahead with its Expansion in Austria
GARBE Industrial Real Estate GmbH (“GARBE”), one of the leading specialists for logistics, light industrial and technology properties in Germany and other countries in Europe, is moving ahead with its expansion plans for Austria. Franz Kastner (39) was appointed as Managing Director of GARBE Industrial Real Estate Austria, a subsidiary formed in 2022.
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White papersLiving the dream: the evolving case for European living strategies
We give our insights into European residential real estate and how it is adapting to market changes
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Asset Manager NewsRedevco Living Targets 10,000-Plus Units for Residential Development Pipeline to Enter Top Ranks of European Residential Managers
Redevco, one of Europe’s largest private real estate companies with about €9.0 bn in AUM, has created a pan-European residential asset management platform named Redevco Living, by combining the housing projects of Dutch residential real estate specialist LIFE Europe it acquired last year, with its own residential assets.
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White papersCross Asset Investment Strategy - March 2024
“While we expect the Fed, Bank of England and ECB to start rate cuts around June, we will keep an eye on the pace of disinflation for any surprises.”
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White papersRedevco aims to grow its residential development pipeline to 10,000+ units to enter top ranks of European residential managers
One of the biggest challenges facing European societies is the severe shortage of modern, affordable, and sustainable housing supply in our cities in the face of soaring demand.
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White papersComing of age: student accommodation across Europe
The European student accommodation sector is experiencing solid expansion. This surge is driven by rising enrolments and an influx of international students seeking quality accommodation in the UK. Simultaneously, demand in continental Europe is spurred by rising domestic attendance and growing internationalisation, amidst sustained growth in English Language Programmes.
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White papersSelf-storage: creating its own market
With retail and more recently offices falling out of favour with many investors, all eyes are on alternative property types. Among the most popular is self-storage, though as with any opportunity, a key consideration should be to separate the hype from the substance – or at least cyclical from structural drivers.
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White papersTime for Core European Alternatives
2024 is an attractive entry point for European alternative real estate sectors. The current market dislocation that has arisen from changing capital market conditions has led to significant repricing in the past year, providing an opportunity to acquire core, well-performing alternative assets at an attractive basis discount.
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White papersThe case for U.S. & EU industrial real estate
The industrial sector has become a global favorite amongst institutional investors as large structural shifts already underway accelerated during the pandemic.
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White papersIdentifying opportunity and creating value in a turbulent European real estate market
The European real estate market continues to recalibrate in the face of elevated interest rates, declining valuations, and economic uncertainty. Apollo is navigating this with a thematic focus, grounded in data-driven analysis and a flexible approach to tactical deployment. Here, we discuss how we’re currently engaging with the opportunities and challenges posed by the current market environment.
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Asset Manager NewsPortfolio resilience: European property investors focus on modernising their portfolios
Decarbonisation, digitalisation and demographic change: the property industry is facing a wide range of transformation challenges.
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White papersThe inherent stability of European real estate lending
In today’s current investment landscape, I have witnessed first hand how real estate lending has emerged as a stabilising force, offering investors a safe haven from the volatility of public markets. At Arrow Lending Opportunities, we’ve honed our focus on this private debt investment strategy, particularly within the European real estate credit sector, and I’m keen to share insights into its increasing appeal.
