All Investment Strategies articles
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White papersInvestment strategies for the new market cycle
Trends in the institutional real estate markets. The sentiment of institutional investors is improving. While recently mainly opportunistic and risk-taking players were active, the larger group of conservatively oriented and risk-averse institutional real estate investors is slowly returning to the markets.
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White papersOut of office? Not quite.
This summer I visited an office campus in Italy where the business philosophy had been put into daily practice. The gym was packed at lunch, classes spilled into the courtyards, and the canteen served wellness on tap. People looked like they wanted to be there. In the stale debate about the office’s fate, that is the only verdict that matters.
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White papersISA Briefing: The emergence of land-driven logistics real estate
The what, why and how of Industrial Outdoor Storage (IOS)
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White papersReturning to the foundations of infrastructure investing
In recent decades, infrastructure investing has emerged as a preferred strategy for investors seeking long-term, stable returns. The growing recognition of the importance of infrastructure in the modern economy, combined with its intrinsically strong characteristics, has propelled infrastructure investments to the forefront of the private equity investment landscape. However, this popularity has, in some ways, diluted the original intent of infrastructure investing.
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White papersLiberation or Aberration: What’s Shaping the Value-Add Opportunity in European Real Estate?
Uncertainties remain on the horizon—but this is extending an already attractive value-add opportunity to invest at the start of a new property cycle.
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White papersIn Focus - Energy transition infrastructure: Three key areas of opportunity
In our previous white paper, we made the case for a concentrated focus on the energy transition for private infrastructure allocations. Among other things we highlighted the uncorrelated returns and differentiated risk premia these assets can deliver to portfolios – and the potential for this to drive outperformance as the global journey to net zero progresses.
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White papersThe future of investment in seniors housing
As financial markets grow increasingly complex and data-driven, alternative asset managers must continuously innovate to maintain a competitive edge. This evolution is particularly important in the Seniors Housing sector, where demographic trends, operational challenges, and regulatory requirements require sophisticated investment strategies.
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White papersIs a Functional Approach to Outsourcing the Way Forward?
CFOs and finance leaders are under growing pressure to reduce administrative costs while managing increasingly complex operations. Since 2008, the financial landscape has changed significantly. Portfolios have become more diversified, the number of funds and Special Purpose Vehicles (SPV) has increased, and regulatory requirements have expanded. At the same time, investors demand greater transparency and faster reporting, while fund managers require more detailed financial projections, budgets, and scenario analyses to navigate market uncertainties.
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Asset Manager NewsASR Dutch Mobility Office Fund Focuses Strategy exclusively on G5 Cities in the Netherlands
The fund sells one office in Zwolle and two offices in ‘s-Hertogenbosch. The ASR Dutch Mobility Office Fund sold three offices from its portfolio last year: Schellepoort in Zwolle and the offices Pavillon and Semaphore in ‘s-Hertogenbosch. This aligns with the fund’s refined strategy to focus on offices near major intercity stations exclusively in the G5 cities of the Netherlands: Amsterdam, Rotterdam, The Hague, Utrecht, and Eindhoven.
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White papersOutlook 2025: Highlights and investment implications
Two major uncertainties lie at the heart of the global economic and investment outlook - to what extent will US President-elect Donald Trump translate campaign promises into policy and how successful will China be in reigniting its economy?
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Asset Manager NewsHines Expands Asia Platform with New Value-Add Strategy
Hines, the global real estate investment, development, and property manager, today announced the intention to launch a diversified close-ended, value-add real estate strategy, to be known as Hines Asia Real Estate Partners (HAREP). HAREP intends to leverage economic and secular growth trends as well as Hines’ active management and operational excellence to achieve its objectives.
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VideoISA Focus: Transparency and strategy
One of the most important factors we consider when deciding where to invest capital is the transparency of a real estate market.
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WebinarWebinar: wind and solar enhanced maintenance technologies and advances with data
How is the use of artificial intelligence impacting the clean energy infrastructure industry? Watch Nuveen Infrastructure’s recent webinar where we discuss the use of big data and AI in asset management, the underlying trends affecting renewables infrastructure maintenance and the wealth of benefits that effective maintenance can bring to a renewables portfolio.
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White papersReal Estate Investment: A Global Perspective
The real estate crisis, stemming from the surge in interest rates driven by escalating inflation, is not confined to Europe alone. Indeed, it also affects the other major continental blocks, such as China or the United States. In this study, we want to offer a global perspective on the evolution of real estate markets, explore the diversity of responses provided by international players, and draw the outlines of what could be a “global real estate allocation” in the next cycle.
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White papersInvestment Update: Looking ahead once again
“Looking ahead to 2024, we can take stock of the 2023 investment year”, writes Casper Hesp, director Investment Management in the new Investment Update.
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White papersThe smart value-add investor – 2024 edition
When the market turned decidedly negative in early 2022, the strong value-add investment opportunity in the wake of the global financial crisis (GFC) came back to mind for many and inspired a number of real estate players to repeat that success. Substantial amounts of capital have since been raised, but very little of it has been invested to date.
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White papersISA Outlook 2024: Europe – getting ready to go
In this chapter of the ISA Outlook 2024, we discuss how our key global themes apply in a European context. While property markets in Europe spent much – if not most – of 2023 in a waiting mode, rebased prices and strong fundamentals in many sectors suggest the time for action is drawing closer.
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White papersUK long lease real estate: A unique access point for new capital
Investment market conditions for UK long lease real estate look more attractive than they have since the GFC. With the retreat of Defined Benefit (DB) pension schemes as well as a rapid repricing of UK real estate in response to interest rate rises, an opportunity has arisen for new sources of capital to access investment grade, inflation-linked cash flows secured against high quality real estate, at what could be attractive value.
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VideoIntroduction to the Neuberger Berman Uncorrelated Strategies Fund
(3:05) In this short video, Senior Portfolio Manager Fred Ingham introduces the Neuberger Berman Uncorrelated Strategies Fund, outlining why he believes allocating to a truly diversifying set of hedge fund strategies is key to investing in the asset class.
