Real Assets – Page 34
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White papersReal Deal Interview: Matt Scholl
“The sector is an ideal and timely diversifier to our sizable US Portfolio” - Matthew Scholl, Executive Director and Head of Investment Management Americas at Union Investment, regarding the attractiveness of the US Multifamily market.
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White papersInsights into private markets (IPM)
Insights into Private Markets (IPM) is our next generation Real Estate Outlook (REO). IPM uncovers key insights across real estate, infrastructure, food & agriculture, private equity and private credit.
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White papersGrowth of the global rental housing sector
The rental housing sector has been experiencing global growth for years, accelerated by the COVID-19 pandemic. The increasing occupier demand and the steady nature of residential rental income are some key drivers for this trend.
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White papersAsia Pacific is well-placed to ride out the storm
The world economy is at a challenging juncture today. Consumer price inflation remains elevated, driving many central banks to push interest rates up aggressively. In turn, tightening financial conditions, on top of ongoing geopolitical concerns - such as the Ukraine invasion and mounting U.S.-China tensions - is also starting to dent business and consumer confidence.
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White papersEuropean Real Estate Debt: Why Now?
Against a backdrop of decades-high inflation and rising rates, real estate debt is worth considering—especially given the potential for attractive returns, duration risk mitigation, and diversification.
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White papersGreen credit can finance Europe’s energy transition
With energy security top of mind across Europe, Scott Lawrence and Claudio Vescovo of Glennmont Partners – a Nuveen company – discuss how they are supporting the energy transition in the region.
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White papersWhat is the circular economy and why is it essential for real sustainability?
The current economic model is outdated. A transition to a circular economy is needed to ensure greater efficiency and a reduction in harmful practices.
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White papersEurope Real Estate sector report
The prospects for long-term office demand remain unclear and strongly debated amongst investors. Despite record low unemployment levels across Europe, daily office occupancy is stall well below pre-pandemic levels in most markets.
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White papersOpening doors - How secondaries is attracting a new pool of investors
In the past, private equity has been mainly targeted at the institutional investors market, making it hard for other investors to access this asset class. However, more accommodating regulations have allowed semi-liquid solutions to spread considerably – among them, secondaries – attracting a new pool of investors. But what does semi-liquid mean?
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White papersSqueezed in the middle?
Booms and busts in residential real estate have been historically linked to deep recessions and financial crises, especially when the boom is fuelled by debt. Marcus Cieleback, Chief Urban Economist at PATRIZIA, examines the risks in a time of increasing interest and inflation rates?
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White papersVintage year effects …for wine and real estate
The start of the grape harvest season calls to mind the similarities between winemaking and real estate. Real estate fund managers often borrow vineyard terminology to describe their actions. Seed capital is raised and invested, portfolios are pruned, proceeds are harvested, and funds are classified by their vintage year, meaning the year of fund formation.
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White papersIs UK real estate heading back to the 1970s?
UK commercial real estate is facing 1970s-level inflation, but does it face the same boom and bust it did over 50 years ago?
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White papersIs UK real estate heading back to the 1970s?
UK commercial real estate is facing 1970s-level inflation, but does it face the same boom and bust it did over 50 years ago?
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White papersQ2 2022 U.S. Research Perspective
“History Doesn’t Repeat Itself, But It Often Rhymes” - Mark Twain
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White papersHow to smarten up cities
What we need are not new smart cities but ‘smartened up’ cities to deal with the challenges of decarbonization, demography, digitalization and urbanization, argues Mahdi Mokrane, Head of Global Investment Strategy, Research & Investment Solutions at PATRIZIA.
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White papersInfrastructure – rising rates and the “natural hedge”
Inflation has accelerated globally as a result of consumer demand, fuelled by fiscal policy, pushing into supply constraints due to COVID-19 and geopolitical upheaval. US inflation is running at 40-year highs and other advanced economies are at or near similar extremes.
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White papersU.S. Property Fundamentals Steady Amid Heightened Uncertainty
While tighter monetary conditions weigh on economic growth and inflation, U.S. property fundamentals remain stable—and secular demand trends continue to drive value creation over the long term. The Barings Real Estate team discusses.
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White papersIs the European Residential Sector Losing Its Luster?
Although external macroeconomic risks are high and rising, the internal risk to the property market remains relatively modest. The Barings Real Estate team discusses what this means for opportunities in real estate.
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White papersRising to the climate challenge: Perspectives on accelerating decarbonisation in real estate
Institutional investors are stepping up their efforts to decarbonise real estate portfolios - but the asset class poses some unique challenges. Drawing on insights from asset owners, consultants and M&G’s own real estate experts, this report highlights the need for new approaches in key areas such as targeting whole-life net zero, pricing in the realities of decarbonisation, and changing the real estate landscape.
