All Europe articles – Page 8
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White papers
Germany’s path ahead
In Germany, the poor economic performance of the last two years has taken centre stage.
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Asset Manager News
Redevco Acquires £518 Million UK Retail Park Portfolio from Oxford Properties
Redevco, one of Europe’s largest privately owned real estate managers, completes the acquisition of a portfolio of 16 retail parks across the UK for £518 million. The portfolio was assembled by Oxford Properties via the M7 Real Estate specialist platform it acquired in 2021.
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White papers
European bonds shine ahead of ECB meeting
European bonds have performed strongly over the second half of the year and remain appealing heading into 2025 thanks to projected ECB rate cuts.
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Asset Manager News
Slättö announces first close of third flagship Nordic Value Add fund with 50% of target commitments
Slättö today announced the first close of its third flagship Nordic value-add real estate fund, Slättö Value Add III, securing SEK 2.5 billion (EUR 220 m) in committed capital, including co-investment capital.
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White papers
European Real Estate: Prime’s Time?
A cooling economic backdrop in Europe and prospects for further monetary policy easing favor core property—given its bond-like investment attributes—over secondary assets.
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White papers
European Securitisations: Risk and Opportunities for Pension Funds
European Securitisations have recently attracted attention, with 2024 to date seeing record volumes of issuance since the Great Financial Crisis. European regulators have also shown strong support through several recent reports (from Noyer, Letta and Draghi), which have led to a public consultation from the European Commission. We review the opportunities and the associated risk of European securitisations for pension funds.
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White papers
What’s next for France
The French fiscal situation deteriorated post-Covid. Public debt as a percentage of GDP now surpasses levels in the Euro Area, including Germany and Spain, even if it remains lower than the ratio in the US (which exceeds 120%).
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White papers
Europe Real Estate Outlook – Edition December 2024: Who dares wins
Around six months ago, in our last publication, we wrote about the start of a new investment cycle in Europe. We highlighted the improvement in inflation and interest rates, in resilient purchasing manager indices (PMIs), especially for services, and how investors should act as athletes before the race begins: “train hard, win easy.” Prepare and get outsized returns.
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White papers
Renewables and grids: The dynamic duo powering growth for European utilities
Energy transition-related goals and timelines are being recalibrated, but for investors who can take the long view there remains a rich opportunity set.
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White papers
Global Retail Attractiveness Index: New high in European retail markets
The positive trend in European retail markets is becoming more entrenched. In the third quarter of 2024, the Global Retail Attractiveness Index (GRAI) for Europe stood at 114 points, 1 point higher than in the previous year (Q3 2023: 113 points). In eight of the European markets covered by the Union Investment and GfK retail index, the index showed moderate to strong gains.
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White papers
Praemia REIM gears up for new cycle
Praemia REIM, formerly known as Primonial REIM, is sharpening its focus as it enters a new phase in the real estate market. As a European leader in healthcare real estate—the cornerstone of its strategy—the firm is doubling down on social infrastructure while seeking new opportunities. As the market shifts, Praemia REIM is exploring growth areas beyond its traditional strongholds, including potential expansion into the UK and Central Europe, and diversifying into emerging asset classes such as real estate debt focused on green infrastructure.
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White papers
Trumponomics and European real estate
The incoming US administration isn’t all bad news for Europe’s real estate investors
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White papers
Trumponomics and European real estate
The incoming US administration isn’t all bad news for Europe’s real estate investors
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White papers
Central and Eastern Europe (CEE): Back on the EM Radar
Higher Funding Needs Due to Elevated Post-Pandemic Fiscal Imbalances.
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White papers
European logistics: An evolving landscape
A detailed look at the logistics market in Europe and its remarkable transformation over the last decade
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Asset Manager News
Partners Group acquires BLUESEA Hotels, a leading hospitality platform in Spain
Partners Group, one of the largest firms in the global private markets industry, acting on behalf of its clients, has acquired a majority stake in BLUESEA Hotels (“BLUESEA” or “the Company”), a hospitality platform in Spain, in partnership with Portobello Capital, a leading independent mid-market private equity firm.
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White papers
European reform must wait as the US continues to advance
Europe, struggling with competitiveness, needs to cut interest rates faster – but even that may not be enough.
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Asset Manager News
GARBE Industrial Real Estate Expands in Romania
GARBE Industrial Real Estate GmbH (“GARBE”), one of the leading providers and managers of logistics, light industrial and technology real estate in Germany and Europe, just set up a new company in Romania. Under the leadership of CEE Managing Director Martin Polák and Country Head Andrei Jerca, GARBE Industrial Real Estate Romania will expand its activities in this market and implement its own property developments.
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White papers
Top 10 with… Interview with our experts on life sciences
With a strong long-term growth potential and a distinct social angle, the life sciences sector is developing at a fast pace. Forward-thinking investors are looking for ways to enter this growing niche sector. But access is selective, and industry expertise isn’t enough to be successful. What does it take?
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White papers
European Sale-Leaseback: A Timely, Strategic Opportunity in Europe
This paper, the third in our series, explores why European Sale and Leaseback (SLB) investments are especially compelling at this point in the economic cycle. With appealing day-one income yields, a strong deal pipeline, and a favourable macroeconomic environment, we believe European SLBs offer an attractive opportunity for investors.