Real Assets – Page 18
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White papersOur path to carbon neutrality by 2045
The retail fund has set its sights on achieving a carbon-neutral portfolio by 2045. No easy task, especially when it comes to high street retail. The many listed buildings in our city centres present added complications in this category: each building has its own unique character and therefore its own unique set of challenges as regards the measures that can and need to be taken.
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White papersAsia-Pacific real estate market outlook Q4 2024
We have raised our near-term total return forecasts for APAC’s property market.
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White papersPrivate Markets Investment Outlook Q4 2024: Reasons to be optimistic
A continued decline in inflation, the beginning of normalising central bank rates, and an improved capital demand/supply balance create a favourable environment for private market investments. However, persistent geopolitical tensions underscore the need for diversified allocations.
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White papersUK real estate market outlook Q4 2024
Following months of stabilisation, the UK real estate market is reaching an equilibrium point.
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White papersAdding value through active management and capital reinvestment
Creating value in unlisted infrastructure investments requires more than an ‘invest and forget’ approach. Seeking to maximise returns of these types of assets requires active management, long-term thinking and often ongoing capital reinvestment.
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White papersJapanese property yields: is the only way up?
The unwinding of Japan’s ultra-low interest-rate policy has raised some questions about the impact on real estate. But rental growth may play a bigger role in driving Japanese property yields.
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White papersWhat’s after “higher for longer?”
We explore whether interest rates are likely to stay higher for longer or revert to the mean—and the impact it could have on real estate credit returns.
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White papersThe fundamentals of sustainable forestry investing
Sustainable timberland investments offer investors traditional portfolio diversification benefits alongside new opportunities for positive impact, say Manulife’s Thomas Sarno, David Fortin and Mary Ellen Aronow.
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White papersFour-quadrant report
Insight into U.S. commercial real estate opportunities. Impact of economic, political, and investment trends on the four quadrants of real estate.
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White papersListed infrastructure: a missing piece in your portfolio
Investing in essential service providers, which are integral to our daily lives, results in unique investment characteristics that can diversify your portfolio across market cycles. The defensive growth profile of the asset class complements equities, fixed income, and private infrastructure. Integrating GLI into a traditional 60/40 portfolio by substituting 10% of equities holds the potential to provide similar returns while lowering overall portfolio risk.
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White papersReal Estate: How the future of logistics lies in energy and data
Discover how the logistics sector is transforming into a key player in the green energy transition and data infrastructure. Learn about the trends driving these changes and their implications.
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White papersGeopolitics and life sciences real estate: The impact on supply chains and the role in creating investment opportunities
Earlier this summer, we made the case that the real estate assets meeting the needs of the life sciences industry in Europe had the potential to deliver attractive risk-adjusted returns to investors.
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White papersCore and core-plus real estate: Enhancing diversification in institutional portfolios
As global economic growth is anticipated to stabilize and expand, commercial real estate is poised to recover following a difficult period of pricing correction. Investors should consider core and core-plus strategies to enhance their real estate portfolios.
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White papersReal Estate Perspectives
Has Alternative Real Estate Become The New Core Real Estate? We’ve been through a series of repeated crises over the past four years. The unprecedented market context has reshuffled the cards between asset classes, and alternative real estate has emerged on the back of favourable fundamentals.
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White papersEuropean Residential: Unlocking the housing potential
Over the last decade, the European residential market has undergone a profound transformation. Housing demand has consistently outstripped supply in most geographies, resulting in widespread affordability and availability problems.
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White papersISA Portfolio View 2024
Last year, we released the inaugural edition of LaSalle’s ISA Portfolio View, where we discussed the art and science of portfolio construction and why it matters most when market conditions change suddenly. That was certainly true at the time of last year’s release and remains so today.
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White papersEuropean Hotel Sector: Sustainability is a competitive necessity
Once a competitive advantage, sustainability is now imperative in the European hotel sector. Investors and operators both have responsibilities to be good stewards of the environment and of the communities in which they operate.
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White papersISA Briefing: A new “golden era” for REITs and real estate?
Listed real estate investment trusts (REITs) have faced a tough two and a half years, driven by the rapid tightening of financial conditions (see LaSalle Macro Quarterly, or LMQ, pg. 13). Sentiment towards REITs has been weighed down not only by the higher interest rate environment, but also by constrained bank lending, a barrage of negative headlines about commercial real estate and REIT underperformance relative to the broader equity market. But, as the saying goes, it’s often darkest before the dawn.
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White papersRedevco Targets Opportunities in Retail’s ‘Secular Shift’ with €1.0 bln Pan-European Urban Transformation Investment Pipeline
Retail real estate investment markets in Western Europe have taken a battering in recent years from e-commerce and the Covid pandemic, which have contributed to the hollowing out of oversupplied retail High Streets and hit capital values and rental growth.
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White papersThe continued resilience of U.S. affordable housing
As the real estate investment environment continues to navigate challenges, investors are seeking ways to diversify allocations to affordable housing. Impact investment strategies such as affordable housing have long been known for delivering positive social and environmental changes, however, the economic benefits of U.S. affordable housing remain misunderstood by many investors.
