Real Assets – Page 10
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White papersWhat’s Shaping the Value-Add Opportunity in European Real Estate?
While investing in European real estate still poses challenges, attractive value opportunities are emerging as we approach a cyclical bottom.
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White papersGlobal infrastructure: Listed securities offer opportunities
Our complex framework of roads, waterways, utilities and airports must be maintained and expanded to meet evolving global needs. In the past, government has been largely responsible for creating and maintaining infrastructure. However, private funding has become an increasingly important resource as governments find themselves unable to cope with the challenges of modern infrastructure. Thus infrastructure has transformed from something that consumes tax dollars to a potential investment opportunity.
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White papersGlobal Cyclical Opportunities
Real estate correction presents unique opportunities. Embrace the paradigm shift with active management, global reach, and sector-specific strategies to capture cyclical value.
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White papersBiodiversity: the next frontier in impact investing
At its core, impact investing links intricately with the preservation of biodiversity. The vitality of ecosystems and survival of numerous species plays a pivotal role in pressing global challenges like climate change and sustainable development.
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White papersManaging healthcare fundamentals and future performance
Over the past decade, the European healthcare sector has become increasingly popular among institutional investors’ portfolio allocations given its rational, property fundamentals and social impacts in line with the United Nations Sustainable Development Goals.
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White papersPATRIZIA’s ESG journey: navigating sustainability with impactful results
Embarking on an ambitious journey in 2022, PATRIZIA set sail towards a sustainable future, embracing a net- zero carbon strategy. As we navigated through 2023, the year marked the full-scale implementation of our commitment, a testament to our unwavering dedication to decarbonising corporate operations and assets under management by 2040.
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White papersInvesting in the power of nature
The crisis facing the world’s biodiversity has become front of mind for policymakers and investors in recent years. Investing in natural capital—the world’s stock of natural resources that combine to yield a flow of benefits—represents an exciting investment innovation that can achieve a range of positive impacts and create opportunities outside of traditional investment silos.
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White papersNatural capital: Increasingly considered a key component of modern investment strategies
Investors are turning their attention to natural capital as the depletion and damage to global natural resources are fast translating to financial risks. Nature has subsidised our growth to its serious detriment, creating another existential threat, inextricably linked with climate change.
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White papersActive management drives sustainable forest value & returns
For generations, forests have been recognised by land managers and local communities for the benefits they provide: clean water, biodiversity, wildlife habitat, microclimate stabilisation, aesthetic beauty, and, when actively managed, the sustainable generation of forest products.
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White papersDiversifying with natural capital
Improving efficiency in traditional stock-bond portfolios through diversification may be limited because the average correlation across securities can be high. In contrast, the lack of correlation across diverse natural capital investment strategies offers great potential for efficiency improvements via portfolio design.
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White papersThe Bright Future for Secondaries
The secondaries market has the potential to provide investors with a number of advantages amid the challenges of the current market.
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White papersAn entry point for Private Equity Real Estate in 2024
The past 12 months have been challenging for commercial real estate. Despite economic growth that is firmly above trend and a robust labor market expansion—both of which tend to predict healthy fundamentals and investment performance—commercial real estate values are down 12.5% from their peak during the current correction that began at the end of 2022
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White papersConfirmation Of Our Private Real Estate Market Rebound Forecasts
In discussions since the release of our 2024 Outlook in Nov-23, many questioned our projected rebound for the European private real estate markets. This report presents supporting analyses to confirm that we remain comfortable with our outlook.
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White papersSmart water networks to battle leaks and droughts in the UK
Picture the scene. Your garden is wilting because of a hosepipe ban introduced as a drought takes hold. Meanwhile, a broken water main at the end of the street is gushing, forcing the local primary school to close for a day before it was fixed.
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White papersSchroders Capital Global Real Estate Lens January 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.
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White papersPrivate real estate set up for attractive early cycle returns
REITs bottomed in late 2023 — signaling the private real estate bottom in 2024–2025
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White papersEuropean Hotel Sector: 2024 Outlook
The European hotel market rebounded strongly after the COVID-19 pandemic (explore past performance in detail in our first paper in this series).
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White papersU.S. Real Estate Market Outlook: Lifting Fog
At the start of 2023, economists believed there was a 63% probability that a recession would occur during the year (many estimated that the U.S. was already in a recession). The path of inflation was uncertain, as was the impact of higher interest rates on consumers and U.S. businesses. The war in Ukraine was also relatively new, causing heightened geopolitical uncertainty and energy market volatility, further pressuring economic growth.
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White papersIPM monthly blog – Edition January 2024: Our monthly insights into private markets
Interest rates are key for real estate performance and market expectations have been volatile, moving to a higher-for-longer narrative last October as war started in the Middle East, before falling sharply in December following dovish comments from the Fed and then being tempered in January as inflation showed a small uptick.
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White papersMaking Impact | London
We launched the first report in our ‘Making Impact’ research series to a full house at The British Library, King’s Cross, on 23rd January 2024.
