All Listed Markets & REITs articles – Page 4
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White papersOpportunities in Asia Pacific REITS
Amid the COVID-19 pandemic, the Asia Pacific region is proving to be resilient for investors looking to capitalise on its structural growth. Real estate investment trusts (REITs) remain in favourable territory protected by relatively high yields and stable dividends. Their relative stability and the higher visibility of dividends in the REIT sector has helped them outperform the overall market during periods of rate cuts and slow economic growth. As economies and trade continues to recover we believe the region’s real estate investment trusts will prove alluring to investors seeking an income generating alternative asset class.
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White papersAsian Real Estate – A Rare Combination of Higher Yield, Growth and Diversifications
Central Banks are expected to continue at a time when yield orientated assets are under yet more pressure, investors would be wise to re-assess the case for Asian real estate securities.
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White papersA Strategic Investment Case for Core European Property
COVID-19 has devastated global economies, challenging existing paradigms for investors attempting to navigate uncertain times. While identifying investment opportunities is challenging given the dislocation to the economy and capital markets, we examine key attributes of core European real estate and ascertain that a strategic case can be made for its consideration in long-term investment portfolios.
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White papersCOVID-19: Caution is the playbook halfway through the year
More than half-way through what has been an unprecedented and eventful year, now is a good time to take stock of the state of the world economy. It is certainly fair to say that the COVID-19 pandemic is an exogenous shock most forecasters would have struggled to foresee and qualifies as a classic “black swan” event with a very long fat left tail.
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White papersUnlocking REIT Potential Amid COVID-19
Investors remain cautious after seeing the severe impact to the lodging and retail sectors. But there’s much more to real estate and overlooking the full picture could mean missing out on the true potential.
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White papersWhat Happens After Listed Real Estate Falls?
It has been a month since the high watermark for listed real estate securities and other equities, and a week since the dam broke. Listed real estate has suffered even more than the broad market, especially in the past few days as public life began to shut down in the wake of the COVID-19 outbreak. Hotels are empty, many malls and restaurants are shuttered, and most of us are working out of our homes rather than at our offices. Even after the March 24 rally, both U.S. and global listed real estate markets are down roughly 40% from their February peaks.
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White papersCOVID-19: The re-opening gathers pace
Across the world, economies are re-opening in the aftermath of what is likely to be the deepest recession since World War II. Countries are relaxing social distancing measures in support of economic recovery but still focused on keeping hard-fought infection levels down.
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White papersFundamental Beta: Philosophy and Application
The Invesco Listed Real Assets Team’s philosophy behind developing the properity Fundamental Beta strategy revolves around providing a cost-effective alternative to market capitalisation-weighted passive strategies.
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White papersCovid-19 And The Public Real Estate Markets
During this period of global uncertainty, PGIM Real Estate is leveraging the breadth of its integrated global platform – closely monitoring public real estate market trends to capitalize on timely opportunities and assess the direction of the industry overall.
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White papersCOVID-19: Damage assessment starts to take shape
Data from the economic shock caused by the COVID-19 pandemic is beginning to form a picture, and it’s an ugly one. Growth across the U.S. and Eurozone contracted more than expected in the first quarter of 2020 with the expectation that the very worst of the data will be revealed in the second quarter. Batten down the hatches for a set of what is most likely to be historically bad data in the coming months.
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White papersEmpty Malls and Conference Calls
The COVID-19 crisis has been tough on REITs in general—but some sectors have been resilient, and may offer a glimpse into the future of the asset class.
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White papersSpecial bulletin #6: Economic and real estate outlook in the context of COVID-19
As of mid-April, the extent of the full devastation being wreaked by the COVID-19 pandemic across the global economy is becoming evident. The global economy is expected to see the greatest contraction in growth since the Great Depression with the IMF indicating that cumulative loss in global GDP this year and next could be approximately 6.1% for developed economies or about $9 trillion –an amount larger than the economies of Japan and Germany combined. Even factoring in the IMF’s forecast for a sharp rebound in 2021, the world economy will still be 5% off pre-pandemic levels, indicating the depth of this recession.
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White papersEconomic and Real Estate Outlook in Context of Covid-19 #2
Yesterday was April Fools’ Day, but unfortunately there is not much humor to share in the world as the global novel coronavirus (COVID-19) pandemic continues to devastate countries globally. As of April 1, the number of COVID-19 infections surpassed 900,000 globally with the U.S. now leading the rate of infections.
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White papersEconomic and Real Estate Outlook in Context of Covid-19
An initial analysis of high frequency data suggests that the world economy is going to experience a recession in first half of 2020 with some hope that the second half may improve given data related to China is starting to show stabilization and growth.
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White papersUS Economic Scenarios in Context of Covid-19
Given the fluid and fast-moving nature of the pandemic, calculating the impact to growth is challenging, but global agencies, including the IMF, are increasingly concerned that the world is likely to face a recession.
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White papersNovel coronavirus – Status of progression
The novel coronavirus (COVID-19) is continuing to spread across the world with an estimated 137,100 infections and almost 5,100 deaths as of March 13, 2020. The World Health Organization has officially designated it as a “pandemic” in order to mobilize maximum government resources globally. Apart from the human cost, global economic output is suffering with the IMF officially lowering its estimate for global growth to 2.6% for 2020, which is close to its stalling speed.
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White papersBerlin’s New Rent Control Policy
As affordability becomes increasingly challenging in many cities globally, many local governments are looking for strategies to regulate rent growth to control housing costs. In Europe, Berlin has caught global attention by passing legislation to freeze rents for five years.
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White papersInside Real Estate – Annual Strategy Outlook for 2020
The global economy has entered a phase of synchronized, slower growth, where an uncertain geopolitical environment and a weakened manufacturing sector have diminished its ability to withstand shocks. However, as dark as the potential storm clouds may be, we believe that the global economy has more going for than against it and assign a high probability (70%) that the expansion remains intact over the next 12 months.
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White papersNovel coronavirus impact on U.S. commercial real estate
As a leading investor in all four quadrants of commercial real estate, Principal Real Estate Investors is uniquely positioned to assess relative value across the market. With heightening concerns regarding the spread of the novel coronavirus, we wanted to share our current thoughts on the potential impact on U.S. commercial real estate markets. The story is continuing to evolve.
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White papersDigital Drivers of Real Estate Opportunity
Shifts in technology are contributing to a new landscape for growth in the listed real estate universe.
