Real Assets – Page 35
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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.
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White papersDecarbonisation promoted to an investment priority
E, S, and G are three letters that will not save the world, according to The Economist . Instead, the well-known business magazine suggests in its issue of late July to focus solely on emissions, meaning the decarbonization of portfolios.
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White papersGlobal REITs Through Economic Cycles
As inflation continues to run at multi-decade highs around the globe, central banks continue to increase their pace at removing accommodation. The Bank of Canada, The Reserve Bank of Australia and the Reserve Bank of New Zealand have all hiked interest rates by 50bps in the month of June, with even the Swiss National Bank surprising the market with a like-kind increase.
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White papersTaking the temperature of the private markets: mid-year outlook
In this private markets outlook, we outline what the headwinds facing the property sector are, why we are focusing on quality in private credit and how the clean energy infrastructure conversation in Europe is being dominated by war in Ukraine.
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White papersIndia’s real estate resurgence in eight charts
After a protracted downturn, the property market has started to gain traction as demand to build new homes picks up.
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White papersHomebuilder buys nearly 130 lots south of Tampa
Casa Fresca will build entry-level homes on the properties in Riverview and Apollo Beach.
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White papersASR Dutch Mobility Office Fund buys Rabobank offices near Eindhoven Centraal station
Utrecht, the Netherlands, 1 august 2022 – On behalf of the ASR Dutch Mobility Office Fund, a.s.r. real estate has purchased the Rabobank office building at Fellenoord 17 in Eindhoven for approximately €115 million. These sustainable modern premises, with a BREEAM Excellent certificate and A++ energy label, are located directly opposite Eindhoven Centraal station.
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White papersQ2 2022 Seniors Housing Research Perspective
The seniors housing recovery maintained its momentum in the second quarter as the typical seasonal factors faded translating into more material occupancy gains which is consistent with expectations.
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White papersRising rents matter more to REITs than rising rates
Despite the prospect of near-term volatility, REITs are well positioned to help mitigate higher interest rates, sticky inflation and challenging economic conditions, in our opinion.
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White papersReal Estate: Built to Withstand Both Inflation and a Slowdown
Real estate could serve as a foundation for portfolios in an environment of high inflation, rising interest rates and slowing growth, and investing at the real estate company level can offer valuable advantages during a time of market uncertainty.
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White papersHarnessing technological trends within infrastructure
Disruptive technological changes are already shifting the ways in which consumers, businesses and governments behave, and this is evolving at an unprecedented rate. Innovations in a diverse range of industries have not only unleashed new technology applications, but also uncovered new intersections across different fields and sectors.
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White papersUK housing shortfall – crisis or opportunity?
There is a saying that an Englishman’s home is his castle. Although not all UK housing is medieval, it is starting to creak with age. The UK has the oldest housing stock in Europe. Nearly 40% of residential property was built before the end of the Second World War. More than one in five dwellings has been standing for more than a century.
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White papersAccelerated Migration Post-Pandemic Drives Real Estate Returns - Q2 2022
The onset of the COVID-19 pandemic largely accelerated many location changes that began before March 2020. Nationwide, some migratory patterns related to American industry and demographic shifts became more pronounced by type of region, metro, and location − some areas experienced unprecedented booms, while others reported sizeable declines.
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White papersWhy logistics investors should turn their attention to Southern Europe
In the tension field between crisis resilience, economic competitiveness, digitalisation and sustainability, the logistics industry is undergoing a dynamic transformation. Coping with rising complexity is a major challenge, but one that offers opportunities due to the rising value of logistics services and the resulting need for infrastructure.
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White papersThe U.S. Federal Reserve is about to Raise Rates: Keep Calm
With widespread inflation persisting in many western economies, the United States, United Kingdom and to a lesser degree, the Eurozone are moving up the curve of hawkish monetary policy. Emerging from the pandemic-induced lockdowns, the initial burst of inflation was largely driven by so-called base effects as prices were being compared to artificially low prices in 2020 due to the dramatic disruption of aggregate demand.
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White papersWhy private capital should fuel the accelerating energy transition
Investing in renewables is not just good for the planet, it offers long-duration assets with secure, inflation-linked income. But there are nuances.
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White papersWhat comes after globalisation?
The end of the Cold War acted like a catalyst for the liberal international economic order and free world trade. Cash and commodities moved across the globe at will. Location patterns were reshuffled. Asian countries, especially China, beckoned with a seemingly inexhaustible supply of cheap labour. With their labour market largely unregulated, they became the world’s extended workbench.
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White papersThe road ahead for transportation infrastructure
Transport infrastructure experienced an unprecedented decline during the Covid-19 pandemic. As the world emerges from a series of lockdowns, traffic on toll roads returns more quickly than rail or air travel. Overall volume-sensitive transport continues to re-gain ground from the cyclical rebound. Investors seem to have turned the corner and see the impact on the sector as transitory rather than permanent. But what are the long-term structural trends behind the revival in investment deal flow and some of the biggest buyouts in transport infrastructure?
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White papersThe Decisive Eye: A strategic bulletin on issues and opportunities in European real assets
The world economy is experiencing a level of inflation not seen since the oil price shock of the early 1980s with policymakers dusting off old playbooks to ensure price increases do not become deeply entrenched.
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White papersREITs and inflation: How public real estate may act as an inflation hedge
Not since the 1980s has the U.S. seen the levels of inflation currently being experienced (Exhibit 1). Moreover, with signs of stress in supply chains still evident from sharply higher commodity prices as a result of the war in Ukraine and reduced cross-border mobility on mounting geopolitical frictions, inflation is morphing from the more traditional, tamer form of demand-pull that has prevailed over the past few decades, into more sinister cost push inflation.
