Real Assets
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White papersOpportunities in listed REITs today: Outlook for the months ahead
Listed REITs have faced headwinds the past 18 months, with stickier-than-anticipated inflation requiring continued hawkish bank rhetoric, increasing upward pressure on bond yields and negative pressure on real estate values and REIT stock prices.
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White papersInside Real Estate Outlook: Waiting for Godot
In Samuel Beckett’s play “Waiting for Godot”, two characters engage in an endless discussion while awaiting the titular Godot who never arrives. A similar parallel appears to beset global investors waiting for central bankers to signal the end of monetary tightening.
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White papersWhat’s Shaping the Value-Add Opportunity in European Real Estate?
While there are challenges in real estate, the landscape is presenting attractive value opportunities at a point when we are approaching the bottom of the cycle.
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White papersHigh demand, low supply for life sciences real estate
Interview with Olivia Drew, Portfolio Manager, UK Life Sciences at UBS Asset Management, Real Estate & Private Markets
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White papersA formidable friend in turbulent times
Infrastructure debt is now an established alternative asset class. While it broadly refers to the debt component of an infrastructure asset’s or company’s capital structure, it is by no means homogeneous, with the market covering a range of sub-sectors and risk profiles.
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White papersHow sustainability fits into commercial real estate debt
Two of the strongest current themes in the commercial real estate (CRE) investment market are an increased demand for sustainable investments and a bigger role for CRE debt in investors’ portfolios
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White papersLights, battery storage, action: Investing in the greenfield energy infrastructure needed for a net zero world
The energy transition requires both smarter production of clean energy as well as new, practical infrastructure to enable its use, explains Umberto Tamburrino, CEO of Sosteneo Infrastructure Partners, a company within the Generali Investments ecosystem of asset management firms, which specialises in greenfield investing.
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White papersCapturing upside while providing a downside cushion
With market dispersion near historic highs, we have rarely been so positive in the last two decades about the prospects for both the long and short sides of our portfolio.
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White papersEuropean sale-leaseback: an attractive investment opportunity in today’s uncertain market
The European sale-leaseback (“SLB”) market is a large,yet relatively untapped market, that has the potential to offer the kind of stable, inflation-linked returns that may appeal to institutional investors in today’s uncertain environment.
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White papersGoing global may benefit U.S. dollar investors
One might think that the diversification benefits of global investing would be minimal, as trade and financial ties bring the world closer together. However, the global economy remains far from synchronized.
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White papersSurprise! Retail real estate is going strong
Contrary to what many believe, the retail real estate sector may offer the resilience income and growth investors are seeking. Compared to the other major real estate sectors, retail currently offers higher yields and likely less competition for investor acquisitions.
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White papersIsn’t it all just real estate? Public versus Private
Yes, REITs own commercial real estate. Yes, private real estate owns commercial real estate. But from there, their respective roles in a portfolio depart.
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White papersLife sciences real estate: High demand, low supply
Chase McWhorter, Institutional Real Estate, Inc.’s managing director, recently spoke with Olivia Drew, Portfolio Manager – UK Life Sciences
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White papersReal Estate House View - United Kingdom, Second half-year 2023
The latest CFO Survey by Deloitte reports early signs that the labour market is beginning to cool.
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White papersReal Estate House View - Europe, Second half-year 2023
What does it take to reach a new equilibrium?
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White papersReal Estate House View - Switzerland, Second half-year 2023
With the rate hike cycle winding down, an end to rising real estate yields is also in sight.
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White papersUnlocking real estate opportunities: Now is an opportune time to invest in private real estate
Paul Guest, Senior Portfolio Manager, talks to Real Estate International Europe on investing in private markets and real estate interview.
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White papersIntroducing CLIC: Consume Live Innovate Connect - Real estate investment thinking for a disruptive age
Real estate is the world’s oldest asset class. It is rooted in the earliest human settlements and predates currencies, trade and even the Iron Age. As scholars from multiple disciplines have asserted, the desire to possess and control some form of territory stretches back thousands of years.
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White papersReal Estate Convictions 2023 - Q2, August 2023: An Asset Manager’s View of the European Real Estate Markets
Although some economies contracted towards the middle of the year, global growth could prove more resilient than predicted over 2023 as a whole.
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White papersAustralian real estate debt
In this paper on the Australian real estate debt market, we outline why we believe Australia provides an exciting and potentially lucrative market for experienced non-bank lenders who can carefully assess the available opportunities and achieve the optimum risk-adjusted returns.
