Real Assets – Page 36
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White papersA complementary allocation in an institutional investor’s portfolio
Since its emergence as an asset class in the 1990s, infrastructure has increasingly been featured as a distinct allocation within institutional investment portfolios.
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White papersHines Investment Perspectives - U.S. Overview
We began this year with the expectation that the world and real estate markets would normalize, on the back of a more controlled pandemic and the reopening of most economies and markets. Little did we know that the first quarter would welcome us with a war in Eastern Europe, rising inflation, increased cost of debt and the prospects of a recession looming in the United States.
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White papersBuild-to-Rent: Helping the UK Build Back Better
The private rental market is playing an increasingly vital role in meeting the nation’s housing needs. Over four million households currently rent their homes, which is double the two million who rented at the turn of the century.
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White papersEuropean Logistics Reaching a Turning Point
The ECB has signaled a 25-50 bps rate hike in July and September as on the back of the on-going Ukraine conflict, inflation has continued to move up. Depending on the country, European government bonds have spiked by 100-200 bps over the last three months. These higher bond yields will impact on logistics markets as measured by our new Jun-22 base case and downside scenarios.
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White papersReal Estate Outlook – US, Edition 2 - 2022
Growing economic uncertainty based on weaker consumer sentiment and inflation concerns increases the importance of focusing on durable income growth across real estate sectors, metros, and product types. Continued strong industrial and apartment return performance is anticipated, but at a lower margin than 2021, given interest rate pressures. We expect a deteriorating performance for office and a gradual strengthening in retail performance through 2022.
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White papersInvestment Landscape - Americas
We began this year with the expectation that the world and real estate markets would normalize, on the back of a more controlled pandemic and the reopening of most economies and markets. Little did we know that the first quarter would welcome us with a war in Eastern Europe, rising inflation, increased cost of debt and the prospects of a recession looming in the United States.
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White papersNCREIF review and outlook: Q1 2022
Stellar private real estate returns continue; but poised to decelerate
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White papersUsing AI to find the best locations for urban logistics hubs
The ongoing repercussions of COVID-19 have dealt a cruel blow to many market sectors, but some are benefitting. E-commerce is one clear winner.
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White papersLife Science in Germany
It is now time to provide a detailed analysis of the real estate sector for life sciences companies. This market segment is attracting everincreasing interest from property developers, investors and financiers. It comes as no surprise that medical technology, pharmaceuticals and biotech companies have gained significant prominence over the last two years in view of their huge contribution to the control of the Covid-19 pandemic.
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White papersReal Estate Outlook – Europe, Edition 2 - 2022
For many years, the main argument in defense of ever-lower property yields was that the spread over fixed income yields remained comfortably above historic levels. This is no longer the case, with the spread between government bond yields and prime office yields now below their long-term average in every major market.
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White papersWhat are the five pillars of a successful residential investment strategy?
It is going to be a transformative decade for the living sector. Strong structurally supportive market dynamics, evolving socio-demographics and an expanding, more discerning occupier base will revolutionise existing living offers.
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White papersInvestors continue to show strong appetite for real assets
The rush to meet global Sustainable Development Goals has created a growing demand for infrastructure, which is opening many attractive investment opportunities
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White papersGlobal real estate outlook: The impact of rising inflation
As prices surge to their highest levels in decades, the impact of rising inflation is a concern for investors everywhere. As downside risks have increased, real estate markets are dealing with the impact of rising debt and construction costs, as well as potential asset repricing.
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White papersReal Estate Outlook – Global, Edition 2 - 2022
As restrictions due to COVID-19 gradually fade away and life returns to pre-pandemic-like conditions, apart from China and Hong Kong where new lockdowns have been imposed, the global economy faces new challenges. The unexpected war in Ukraine has rocked the international order and had a big impact on energy and agricultural markets and on specialist products produced by Russia and Ukraine.
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White papersSeizing opportunities
The pandemic has accelerated demand growth for rental residential, notes Brice Hoffer, with mature and frontier markets each offering compelling opportunities
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White papersBuilt to last: Investing in listed infrastructure
Given high inflation and volatile markets, investors seeking to reduce risk while maintaining attractive total return potential are increasingly allocating to listed infrastructure—which, thanks to its unique characteristics, has substantially outperformed the broad equity market year-to-date.
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White papersSwiss real estate in an inflationary environment
After decades of continuous low inflation levels, real estate investors are experiencing an environment of elevated consumer price growth all around the world. In this publication, we underline our inflation and interest rate expectations and discuss the potential implications of this complex macroeconomic environment for the performance of Swiss real estate investments.
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White papersInvestors turn to residential opportunities in emerging markets
Emerging markets have been less of a focus for US and European residential investors of late, but there are pockets of opportunities in Brazil and China sparking interest again, writes Stephanie Baxter
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White papersInflation fighters: The case for real assets
Allocating to listed real assets may help investors better manage inflation risks—while also enhancing diversification potential and risk-adjusted returns.
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White papersRepricings & Reopening Trigger Shopping Center Outperformance
Despite the significant challenge of record high inflation, real retail sales in the Eurozone are projected to grow at 1.2% pa in 2022-26. This is a return to its long term post GFC trend and reflects the low consumer sentiment as well as high employment.
