Real Assets
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White papersEmbracing change, optimising impact
Managing for impact is different from measuring impact. Discover practical insights into impact investing with Nuveen’s guide to integrating impact into financial analysis of alternative classes.
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Inflation & Real Assets: Navigating an inflationary environment with real assets
Real assets may perform well in periods of higher inflation, especially when accompanied by strong economic growth as demand rises for real estate space and economic infrastructure.
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Evergrande Crisis and Contagion Risks
Our Emerging Markets Equity team shares its views on Chinese property developer Evergrande and the real estate sector in general.
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Real Estate Outlook – Switzerland Edition 2H21
We expect economic recovery to progress in the coming quarters despite the resurgence of COVID-19 cases.
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The U.S. office market in a “post-COVID” world: shifting challenges offer rewards and pitfalls
The office sector faces unique challenges during the coming decade. In this special report, we examine the return to a new normal for the office property type and what it means for investors going forward.
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Real Estate Outlook Global, Edition 3 - 2021: Industrial rides the wave
Recovery in the economy and real estate investment markets gathered pace in the second quarter, though the new Delta variant of the virus poses a threat.
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Blog | The booming US housing market: How much of a rate increase can it withstand?
We previously explored the impact of the COVID recession on the US housing market, and how it’s differed from the GFC—primarily in that an anticipated housing crisis never materialized.
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White papers
Making more possible. Investment opportunities with multi-managers
The multi-manager industry has boomed in recent years with many investors requiring more skills, resources and ways to access the market. Using a multi-manager can reduce the complexity of investing and make even complicated strategies accessible to a wider range of investors.
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The Opportunity in European Logistics
Econometric models have traditionally employed macro-economic variables, namely GDP, to forecast logistics performance.
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Real Estate Outlook Europe, Edition 3 - 2021 - What lies beneath the waters?
Economic recovery is well underway in Europe, although the Delta variant dampens some of the promise from the first half of the year. Investor sentiment is more resilient than the underlying occupier markets, but is heavily targeted towards the “beds, sheds and meds” sectors.
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Q2 2021 U.S. Multifamily Investment Opportunity Post-COVID
U.S. rental housing has seen over time consistently increased demand from institutional real estate investors. Its positioning as an integral part of real estate investment portfolios is demonstrated by its current weighting of 26.8% in the open- end diversified core equity index (ODCE).1
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Net Zero Strategy and Pathway - August 2021
As a real estate owner and investor, managing 16 UK Real Estate Funds with a value of around £7.2 billion1, we are aware of the role we must play in reducing the impact of our portfolio on the environment – on behalf of ourselves, our investors and stakeholders.
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Real Estate Outlook – US, Edition 3 - 2021: The storm is passing
US economic recovery is pushing through the lingering headwinds of virus variants and sluggish job growth. A year of pent-up demand is powering progress in necessity-driven asset classes.
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White papers
No Place Like Home
The demand for single-family housing in the U.S. should be exceptionally strong over the next decade due to a combination of demographic forces and lagging underinvestment in residential stock. Hines Research estimates that the market will require 17 million single-family housing starts from 2021–30. This would represent a dramatic escalation of home construction relative to any decade of the past fifty years and a generational opportunity for residential lot development.
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Real assets favoured in a post-Covid-19 world, but higher fragmentation requires scrutiny
While the fallout from the pandemic has accelerated several long-term trends, it has also given rise to some misguided expectations.
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Keeping Real Estate Portfolios Above Water Amid Rising Sea Levels
As investors increasingly turn their attention to climate risks, concerns about global sea level rise are more frequently influencing investment decisions in real estate markets. The Barings Real Estate team discusses how to measure, analyze and mitigate such risks.
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European commercial real estate: play the re-opening with quality assets
The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent, mitigation measures and travel bans are being lifted, allowing growth to revive. As the European economy recovers, the real estate sector should join the rebound after a tough year, although the pace of this recovery will be uneven across sectors and subsectors.
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European Real Estate: To Build or Not to Build?
Higher build costs and longer construction periods pose a potential headwind for profits. But in select markets, developers have the ability to charge a premium rent and potentially exceed required returns.
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Committing to zero carbon real estate
Our UK Real Estate strategy to reach net zero by 2050 addresses a major source of risk for commercial property investors and aims to deliver better outcomes for all stakeholders
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Retail – a post-pandemic lease of life?
2020 was considered the retail sector’s annus horribilis as COVID-19 led to a global consumption shock as shops closed their doors because of national lockdown policies.
