All North America articles – Page 23
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White papersOur Convictions: March 2017
No major changes on the macroeconomic front last month, but, rather, a confirmation of trends that we had already factored into our asset allocation.
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White papersCross Asset Investment Strategy: March 2017
This month, we present the main issues and scenarios relating to French presidential and legislative elections, as well as the most likely market impacts.
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Asset Manager News
Debt fund “Deka Realkredit Klassik“ acquires finance for office building in Los Angeles
The “Deka Realkredit Klassik” debt fund has acquired a senior USD 20 million tranche of a commercial real estate loan from DekaBank.
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White papers2017 Emerging Markets Outlook
On balance, our outlook for emerging markets in 2017 is optimistic, and we are off to a good start, with emerging markets outperforming developed markets in 2017.
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White papersEconomic Insights: February 2017
Recession; it follows an expansion as the economy encounters constraints, inflation rises, and the Fed hikes interest rates. A recovery follows a recession and begins a new era of better growth, mild inflation, and stock market gains.
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White papers
Single-family rental investors grow their share of the housing market
While tight inventory across the board remains a challenge, limited for-sale supply at the entry level is one of the primary hurdles facing millennials who are considering the purchase of a home.
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White papersActive management can add big value in small-cap equities
While the value and effectiveness of active management has been debated among investors, consultants, advisors, and academics for some time, the growth and expansion of passive investment options including index funds and exchange-traded funds (ETFs) over the past decade has added a new twist to the discussion.
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White papersCross Asset Investment Strategy: February 2017
The rise in long-term interest rates raises a crucial question: is it a change in regime, a change in level, or a correction within a band of fluctuation that will remain low? The purpose of this article is to answer this question.
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White papersOur Convictions: February 2017
The election of D. Trump to the presidency of the United States had several major consequences on the financial markets
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Asset Manager News
Deka Immobilien purchases office building in San Francisco
Deka Immobilien has acquired “The Adam Grant Building” in San Francisco for around EUR 136 million. The office property, which is located in the heart of the financial district, was sold by a Credit Suisse real estate fund and will be added to the portfolio of the open-ended real estate fund Deka-ImmobilienGlobal.
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White papersThe Big Picture: A Cost Comparison of S&P Select Sector Futures and ETFs
This report compares the all-in cost of replicating S&P Select Sector exposure via futures and ETFs across four common investment scenarios.
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White papers
2017-Q1 New York Market Update
New York remains a very popular investment market for global capital, with foreign buyers comprising nearly half of total New York sales volume in recent years.
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White papers
2017-Q1 Real Estate Market Under Trump
Coming from several decades of real estate experience, President Donald Trump is highly familiar with the potential impact that tax reform and regulations have on real estate markets.
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White papersThe owner-operator advantage
The first thing you notice about owner-operators, whether it’s a local restaurant owner or the head of a large corporation, is the passion they have for their business.
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White papersWhy “skin in the game” may mean “out of the index”
Are you underweighted in companies with owner-operator CEOs?
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Asset Manager News
Timbercreek Asset Management Closes Canadian Multi-Residential Value-Add Fund at $245 Million
Timbercreek Asset Management is pleased to announce the final closing of the Timbercreek Canadian Multi-Residential Value-Add Fund, with aggregate commitments of approximately $245 million.
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White papersCross Asset Investment Strategy: January 2017
As 2017 begins, it is helpful to take stock of the key issues coming into focus.
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White papersTrump presidency weighs on Asia-Pacific real estate
Concerns over a slowdown in Chinese economic growth have receded, but the rise of Donald Trump could present challenges for Asia-Pacific real estate markets, says Sandip Bhalsod.
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White papersGlobal Real Estate Securities: 2017 Market Outlook
Our fundamental approach and valuation models suggest global REITs are priced to deliver an 8.5%–10.5% total return in 2017, consisting of a 4% current dividend yield and 5%–6% growth in earnings driven by occupancy gains, higher revenue from bringing in-place rents on expiring leases to market, acquisition of new properties and the completion of existing development projects.
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White papers
Private equity firms launch single-family rental company StreetLane Homes
The decision by GTIS and 643 to launch the new company comes as they look to further tap into the single-family rental market, which they said in a statement accounts for nearly 16 million units, or 13% of the total U.S. housing stock and 35% of all rentals.
