All Investors articles – Page 22
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People NewsFlorian Grassl Joins The Investment Management Team At Dea Capital Real Estate Germany
Pan-European investment management company DeA Capital Real Estate is expanding its team in Germany and has now added experienced real estate specialist Florian Grassl as its Director of Investment Management. Florian Grassl’s experience at German and international real estate companies will help him broaden the company’s pan-European strategy, and he will be responsible for expanding DeA Capital Real Estate’s portfolio in Germany.
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White papersOutlook 2025-2027: Attention to health care real estate
Attention health care real estate! The asset class is moving up the political agenda and attention to new care facilities is growing. Supply and demand prices are becoming more balanced, while institutional investors’ interest in sustainable real estate continues to grow. In the Outlook 2025-2027, Achmea Real Estate is therefore optimistic about investments in health care real estate.
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White papersISA Outlook 2025: Global – The dawn of a new real estate cycle
Almost three years after interest rates began to spike leading into the Great Tightening Cycle, the first light of a new real estate cycle is clearly visible on the horizon. As with the start of every new day, however, opportunities and challenges lie ahead.
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White papersInvestor Concerns and the Pricing of Physical Climate Risk
We study how global equity markets price the physical climate risk associated with tropical cyclones. To assess firms’ exposure to this risk, we use a bottom-up, forward-looking measure of firms’ expected losses to their geolocalized physical assets based on simulated cyclone tracks under different climate scenarios (RCP 2.6, 4.5, and 6.0).
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White papersOutlook 2025-2027: Resilient recovery in a challenging environment
The real estate market is recovering resiliently and new opportunities are emerging for institutional investors. However, the investment climate remains challenging. This is the conclusion of Achmea Real Estate’s Outlook 2025 - 2027, the first part of which has just been published.
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White papersStrategic Value Dividend: Why now, why always
Dividends offer stability in times of uncertainty, but, as Dan Peris, Head of Income and Value Group, argues, the returns they generate make them a smart choice in any market.
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VideoDecades in the making: MDT Advisers
While the name might not be familiar, our ‘MDT’ franchise has a legacy spanning over 30 years. In this series of videos, Scott Conlon, Investment Director, Federated Hermes MDT Advisers, takes it back to basics: who is MDT and what makes this approach to quant investing stand out from the crowd?
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White papersAn Investor’s Election Survival Guide
Brace for this week’s uncertainties rather than trying to trade them, and stay focused on the better-known headwinds and tailwinds in the longer-term outlook.
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PodcastPrivate Real Estate: From Uncertainty to Opportunity
Despite the challenges of a tough fundraising environment and fluctuating interest rates, private real estate is gaining traction as an attractive investment option amid economic uncertainties. But what makes private real estate a viable option? How does it help to hedge against inflation, and where do some of the unique opportunities lie?
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White papersUS Presidential election: Trump wins again – what could it mean for markets?
Donald Trump will be returning to the White House for his second presidential stint. What has been the immediate market reaction to Trump’s electoral victory – and what could this mean for investors?
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White papersTop 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 papersEuropean 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.
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White papersTrump Victory: Key implications for investors
Donald Trump is returning to the White House as the 47th President of the United States. The Senate has also swung to the Republicans, gaining 52 seats vs the Democrat’s 42 seats, at the time of writing. The votes for the House of Representatives are still being counted, but if Republicans maintain their current lead, a “red sweep” – control of both chambers – will give them significant leeway for their policy agenda.
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White papersU.S. Commercial Real Estate Investable Universe Study
The goal of this analysis is to provide investors with a benchmark for the size and scale of the U.S. commercial real estate (CRE) market, individual property sectors and the “institutional” quality portion of the market. Up to this point, published estimates on the size of the commercial real estate investable universe primarily focus on country-level global comparisons, taking a top-down approach to estimate the size of the overall commercial real estate market in each region.
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White papersAXA IM US election reaction: what Trump’s win means for markets and investors
At the time of writing (midday on Wednesday, 6 November), former President Donald Trump has won the 2024 US presidential election. In a much quicker than expected result, Trump currently has 279 Electoral College votes versus 223 for his opponent Kamala Harris. Trump has been declared winner in the key swing states of Georgia, North Carolina, Pennsylvania and Wisconsin. This rules out Harris’ path to victory.
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White papersAnalysing greenhouse gas emissions: It’s not as easy as 1-2-3
Finance professionals spend a lot of time analysing companies’ financial accounting. However, as businesses increasingly set targets to reduce their greenhouse gas emissions, extending this level of rigour to emissions accounting is imperative. Here, we consider some of the key challenges.
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White papersAI and its impact on real estate
Artificial intelligence (AI) — what was once a mere buzzword is now reshaping industries and creating an environment ripe with investment opportunities. This transformative force is driving efficiency and innovation across industries and sectors, including real estate. We think AI has the potential to enhance investment processes and add diversity to investment strategies. Asset managers who strategically integrate AI into their operations can gain a competitive edge, and they risk falling behind if they don’t.
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White papersHuman capital: the unsung hero of the company valuation equation
Assessing the value of a company can be challenging. Typically, investors start by looking at its financial standing and records that reflect tangible investments, such as machinery purchases and building maintenance costs, to understand the company’s revenue, debt obligations and other expenses.
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White papersISA Focus: Rebalancing past and present
We regularly receive questions about past property market dislocations and what they might tell us about today, such as: Is office the new retail?, Will the 7+ years it took retail to rebalance be a template for office? and Should we be worried about the wave of supply in US apartments?
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VideoInvestors vote with their feet
Prepare for volatility leading up to the election before a year-end rally.
