Real Assets – Page 2
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White papersTurning Europe’s real estate complexity into an investment opportunity
The volatility of the past few years has created a new investment dynamic and operating environment. With shorter real estate investment cycles and valuations in some markets seemingly bottoming out, well-positioned investors should benefit from a different, flexible approach as a means to find pockets of growth. Annette Kröger, CEO Europe, PIMCO Prime Real Estate, reflects on why the current investment window needs a change of mindset.
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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 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 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 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 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.
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White papers2025 European hotel market outlook
European hotels has been one of the most resilient sectors over the last two years, and we believe it will continue to present a compelling investment case, amid strong fundamentals, widening supply-demand imbalance, and a positive long-term tourism outlook. European hotels represent one of our preferred choices for 2025 alongside global data centers, logistics, and residential sectors.
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White papersRelative value in private markets: Positive but selective
Using proprietary data, our private markets research team compares risk and return across sectors.
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White papersPRI Assessment results for 2024 released
The Principles for Responsible Investment (PRI) have released the 2024 assessment results. This annual assessment measures PRI signatories’ commitment to implementing the six Principles of Responsible Investment in their investment practices and disclosures. These principles aim to promote the integration of ESG considerations into investment decision making, increase accountability and transparent disclosures, and encourage the broader implementation of these principles by the broader investment industry.
