Real Assets
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White papers
Shifting Institutional Property Portfolios: Evolution or Revolution?
The composition of institutional investors’ property portfolios has dramatically changed over the past few decades. This is a reflection of wider societal shifts, given that the property industry plays a key role in accommodating changes to how we live, work and play. In particular, long-term changes from shifting demographics to the adoption of new innovations all have a major influence on investors’ objectives—and in turn potential investment outcomes.
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White papers
Unlocking the private debt opportunity: my perspective on opportunity and growth
Private debt is at an exciting stage in its development, with momentum building across various sectors as banks continue to scale back from traditional lending roles.
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White papers
Webinar: 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 papers
Medical outpatient buildings are well-positioned to outperform
Private commercial real estate continues to mature and evolve. In recent years, investors increased exposure to alternative sub-sectors within the asset class that offer unique demand drivers and the potential to outperform core real estate sectors. Healthcare real estate, which includes a diverse set of sub-types including medical outpatient buildings (MOBs) has quickly gained investor interest and for good reason.
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White papers
Shifting Institutional Property Portfolios: Evolution or Revolution?
From shifting demographics to the adoption of new innovations, long-term societal changes provide strong clues to how institutional property portfolios will likely restructure over the next decade.
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White papers
Real Estate House View: United Kingdom - Second half-vear 2024
Economic discourse shifted over the second quarter, following the announcement of an early UK general election on 4 July. Polls were largely suggestive of a landslide victory for Labour. Consequently, the announcement of a Labour win had little impact on financial markets, with sterling, equity markets, and gilt yields broadly unchanged.
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White papers
Real Estate House View: Europe - Second half-year 2024
The sharp surge in inflation prompted central banks to implement the most aggressive monetary policy tightening for at least four decades.
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White papers
Real Estate House View: Switzerland - Second half-year 2024
The second kev interest rate cut by the SNB in June will enable the downward trend in debt financing costs to continue, although we are not expecting any further cut in interest rates before the end of 2024.
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White papers
Real Estate Outlook – Switzerland, Edition 2H24: Market momentum
The macroeconomic environment in recent years has been characterized by great volatility. The pandemic and the resulting economic slump were followed by inflation, interest rate hikes and the associated fears of recession as well as geopolitical upheaval, which significantly increased uncertainty in global trading markets.
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White papers
Japan Multifamily: Is Japan multifamily still attractive?
Is multifamily still an attractive investment in this evolving macro landscape? We think so. Japan’s transition from deflation to inflation is expected to have positive implications on long-term yield spread and rental growth. Nonetheless, the demographic trend is a pivotal factor and should guide our investment focus
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White papers
Artificial Intelligence Insights
Artificial Intelligence (AI): what was once just a 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 risk falling behind if they don’t.
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White papers
German residential real estate
In our previous piece, we laid out why the current market situation indicates an attractive entry point into European real estate markets as the cycle starts turning. This is particularly the case for those segments or markets where leasing market fundamentals are favorable. In this article, we elaborate on the market fundamentals of German residential real estate.
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White papers
Riding the technical tailwinds: The outlook for investment-grade credit
Credit markets have had a comparatively easy ride so far in 2024, and investment-grade corporate spreads are now at some of their tightest levels for a long time. But investors must guard against complacency.
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White papers
Time to get active: Finding opportunities in emerging-market debt
Emerging markets have remained robust amid the economic and political uncertainties of 2024, but active management will be important if debt investors are to identify standout performers over the coming months.
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White papers
An ABS renaissance? Why it may be time for insurers to reconsider asset-backed securities
Securitisation performs a vital role in capital markets and asset-backed securities have historically been a core holding for insurance companies. This article revisits the investment thesis for ABS and explores why the stage may be set for something of a renaissance.
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White papers
A new cycle commences
The last two years have been testing for real estate investors in Europe. From the post-pandemic highs to a sharp reversal driven by inflation and interest rates, the investment environment feels as cold as the year to date has been warm. But just as past cycles turned, so will this one. And there are indications that it is.
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White papers
European life sciences real estate
It’s darkest before dawn in European real estate markets
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White papers
Prioritizing DC Plan Participant Outcomes with Private Real Estate
Most retirement plan sponsors and fiduciaries design well-thought-out, diversified portfolios for retirement plan participants. However, in comparing U.S. defined benefit (DB) and defined contribution (DC) plans, we notice differences in private asset allocations, in particular, to private real estate, despite both plan types seeking to solve for the same goal: income replacement in retirement.
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White papers
2024 U.S. Affordable Housing Impact Report
At Nuveen Real Estate, we recognise that the shortage of affordable housing options is a prevalent issue and significant market opportunity. We are committed to investing to preserve affordability, improve housing quality and sustainability, and enhance resident well-being in assets across the globe with dedicated affordable housing impact investments in the U.S.
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White papers
Schroders Capital Global Real Estate Lens July 2024: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.