Real Assets – Page 27
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Affordable housing, for long-term impact and growth
Definitions help investors assess the prospects and risks of real estate on a consistent basis, none more so than with regard to Living real estate. As highlighted elsewhere in our Outlook 2023, we are sure that ‘affordability’ is key to successful Living investment strategies and must be a focus for responsible long-term investors.
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Europe’s living sector is coming of age, and will come out of this cycle strongly
The Living sector has provided stable yields and substantial capital growth for much of the past decade, fuelled by low interest rates, extreme demand/supply imbalances and increased private and institutional investment. As a result, European net initial yields have fallen sharply. But rising inflation and interest rates have brought this cycle to an abrupt end.
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Primonial REIM Germany Perspectives: Investor's view on the German Real Estate Market
Winter is in full swing and even historically cold December weeks have not led to energy shortages or even blackouts in Germany. There is little to suggest that this situation will change in the coming months.
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Lower for longer, no longer.
Changing Yields, Property Valuations, and Investment Opportunities
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What the energy transition means for infrastructure investing
The energy transition is providing numerous infrastructure opportunities as the world moves from hydrocarbons to renewable energy.
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Why we see favorable entry points emerging for REITs
Listed REITs have likely priced in a recession; Our analysis points to a recovery next.
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2023 Global Real Estate Outlook - 3
Barings experts in the U.S. and Europe discuss the risks and opportunities for commercial real estate debt and equity heading into 2023.
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Data centers: Empowering a data-driven world
Data centers have become critical components of our growing dependence on technology. Surging demand coupled with high barriers to entry for new supply and a global search for attractive investment returns have brought the sector to center stage.
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Investing in commercial real estate debt
Commercial real estate debt (CRE) continues to see strong interest from investors globally, especially in today’s volatile, rising interest rate environment.
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2023 - a tough year ahead, but opportunities will abound
There can be little doubt that Europe, indeed most of the world, is facing challenging times. The global economic outlook has weakened due to a long list of economic, geopolitical, pandemic- and climate-related headwinds.
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Going global: Global real estate through a Japanese lens
Japanese interest rates on hold while they rise elsewhere means that hedging costs have risen for Japanese investors. Going global in real estate continues to bring benefits in terms of reducing concentration risk and tactically benefiting from markets in different phases.
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Life after death: how to reinvigorate UK high streets
Rising shop vacancies can be damaging for town centres. Innovative, impactful real estate investment can kickstart regeneration while tackling key social issues.
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Turning towards the next best period of performance for real estate?
Repricing will emphasise variation in performance of portfolios, depending on quality of assets. But it could also create the next period of best performance for new investments, since history shows it is often in the years post-recession that real estate delivers.
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Asia Pacific Market Perspective 04 2022
Asia Pacific Growth Positive In 2023, Benefit Of China Re-Opening To Be Visible By Q2
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U.S. Economic & Property Market Perspective 04 2022
The Federal Reserve spent much of 2022 attempting to convince financial markets they are committed to controlling inflation, pulling forward the pace of interest rate increases and raising the expected so-called “terminal rate” for overnight borrowing at each of the last five monetary policy meetings of the Federal Open Market Committee (FOMC).
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Private real estate appreciation moves negative as re-valuation starts
US private real estate returns weakened considerably in 3Q 2022 as higher interest rates continued to have a major impact on market pricing and appraised values. This trend is expected to continue in the remainder of 2022 and into the opening quarters of 2023. This is leading to a dramatic slowdown in returns from the record levels seen less than a year ago.
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Real estate living: A key opportunity of the next cycle?
While living sectors are not immune to the impact of rising interest rates, long-term rental growth prospects remain attractive. Housing is a fundamental need, and the UK’s housing shortage is palpable. Current pressure on yields could therefore create a key buying opportunity.
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A safe haven in a storm; Real Estate investment across sectors
How taking a global view of real estate is a buffer to the volatile public markets
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2023 Global Public Real Estate Outlook Report
Hazelview Investments has released its 2023 Global Public Real Estate Outlook Report! Taking a forward-looking viewpoint and leveraging lessons learned from previous recessionary cycles, our Global Securities team provides insight on what we can expect in 2023 and spotlights companies we believe will deliver outsized returns.
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Slotting into Ireland’s ‘coolest neighbourhood’
In an increasingly competitive investment market, ‘cool’ can rule.