Real Assets – Page 13
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White papersPractical Thought About Southern Europe PBSA
Taking inspiration from the late Charlie Munger’s problem solving frameworks, we will apply some of his mental models to a relatively simple question: Where should long-term investors look to allocate capital in European real estate today? The short answer would be to look to provide capital to the sectors in most need (those with the greatest demand/supply imbalance), at the most attractive price point, which would subsequently reward investors with the most stable and growing cashflows over a long period of time. Through this lens, the PBSA market in Southern Europe looks to be a leading contender.
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White papersGlobal Real Estate Outlook 2025
The world is in a state of flux with divergent political, fiscal and monetary policies affecting economies and markets in different ways. Global trends must be weighed alongside sector and asset allocation considerations to enable active real estate managers to make intelligent decisions that will generate value for investors through this phase of the cycle.
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White papersKnown unknowns of infrastructure investments
The increasing frequency and magnitude of extreme weather and climate events pose a serious threat to infrastructure.
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White papersMove over Milan: property investors set their sights on spruced-up Rome
ROME, Feb 21 (Reuters) - Having made property investments in Milan, Italian architect Giuseppe Pezzano is now looking for a place in Rome to set up a second home and studio, as the Italian capital’s underdeveloped real estate sector draws fresh attention.
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White papersTimberland delivers another year of strong performance in 2024
We analyzed the performance of timberland investments against other major stock and bond markets between 2022-2024, our findings are below.
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White papersEuropean Real Estate: Can the U.K. Continue to Lead the Recovery
The U.K. led the rest of the world’s property markets in 2024—but now faces higher U.S.-style interest rates, and a much cooler Eurozone-style growth climate.
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White papers2025 Global Listed Infrastructure Annual Outlook
Five reasons to buy GLI in 2025. As we turn the page to a new year, the long-term risk and return profile of GLI continues to support its inclusion in portfolios. Read our full 2025 outlook.
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White papersHow can UK real estate better attract international capital?
In late January, leading figures from some of Europe’s foremost real estate lenders, sponsors, advisors and other market participants gathered at the heart of the UK’s political establishment, The House of Lords at the Palace of Westminster, to discuss the future of the UK real estate sector.
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White papersHow data center developers are powering AI
Demand for power has never been higher—nor supply more constrained. Here’s how data center developers are getting the watts they need.
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White papersUK commercial real estate recovery
Real rental growth turns positive, but the devil is in the details
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White papersSchroders Capital Global Real Estate Lens Q1 2025: your go-to guide to global property markets
In our quarterly Global Real Estate Lens, we identified that deal activity picked up at the end of 2024, reflecting improving sentiment, and despite continued macroeconomic headwinds there is now clear evidence of prices recovering following significant falls.
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White papersHoming in on the UK’s build-to-rent sector
How can the build-to-rent sector ease the UK’s housing problems? Read more about our views.
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White papersHow AI and data modeling give real estate investment professionals a new superpower
In the spring of 2020, Las Vegas was a ghost town. With the COVID-19 pandemic in full swing, casinos and restaurants were shut down, sending the city’s unemployment rate soaring to the highest in the nation.
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White papersKeeping pace with evolving markets
LaSalle’s David White and Craig Oram provide insights on navigating the evolving real estate debt markets in the US and Europe.
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White papersPrivate Infrastructure: 2025 Outlook
We expect record levels of activity for both private infrastructure equity and debt investors in 2025, primarily focused on the following key themes: surging demand for AI, higher focus in regional energy security and continuance of the energy transition. Get an in-depth look, including sector outlooks for Energy, Power, Digital, Transport, and Social Infrastructure.
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White papersPoised for growth: 2025 Inside Real Estate Outlook
We feel that the long-awaited turning point has arrived for commercial real estate.
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White papersTRTPM monthly blog – Edition January 2025
Brighter prospects for 2025, though uncertainties abound
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White papersUK Real Estate: Talking Points January 2025
Welcome to our quarterly snapshot of current real estate market trends, using transparent capital and occupational market data points to summarise key implications for asset allocation and performance prospects.
