Real Assets – Page 38
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White papersUnlocking real estate value in the 2020s
Value add investing has evolved through many different business cycles over the last two decades. While buying low, ‘fixing’, and selling high has remained the broad strategy, each period of market dislocation has brought new layers of complexity – and with it, reward, for those with the tools to unlock real estate value.
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White papersHow to get to net zero in real estate investment
We know a drastic fall in carbon emissions from the built environment is essential to save the planet. Even so, real solutions - let alone action - remain elusive. It’s time to work out how it can be done.
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White papersHow might the Ukraine crisis affect commercial real estate markets?
Our experts expect the direct implications of the Russian invasion of Ukraine to be modest. We explain why.
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White papersHow to make smart cities a reality
Digital technology is transforming our lives. From how we talk to friends, family and colleagues to how we shop, technology is now firmly embedded. However, the potential of digitalisation to further revolutionise how we live, work and play is vast – and smart cities will be at the forefront of that change.
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White papersReal Estate House View - Switzerland 2022
The residential sector in Switzerland has a surprise in store in 2021: the 12-year rise in the vacancy rate came to an end. On 1 June 2021, 9.5% fewer apartments were empty. One driver was the increased net immigration from abroad.
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White papersReal Estate House View - United Kingdom 2022
Retail warehouse capital values grew 7.0% in Q4 2021 alone, roughly eight times the rate of other retail segments. This statistic helps illustrate the divergance in performance between different retail segments.
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White papersReal Estate House View - Europe 2022
The ongoing demand for real estate has in recent years turned former niche sectors (logistics, healthcare) into pioneers, and we are hearing of new ones such as life science, data centres and self-storage.
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White papersListed Infrastructure in 2022: Factors aligning for increased investor attention
Even after strong performance in 2021, listed infrastructure stands to potentially benefit in 2022 from a favorable macro backdrop, investors’ search for inflation protection, and attractive valuations.
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White papersReal Estate in a (More) Fully Funded World
The COVID-19 pandemic will be long and largely negatively remembered.
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White papersReal estate and ESG: poised to move the needle
Investors of many different types are rapidly joining the ranks of those who support protection of the environment and slowing the rate of climate change. Real estate has been at the center of the broader Environment, Social, and Governance (ESG) movement, which includes social and governance priorities alongside environmental ones. All three criteria are rapidly becoming embedded in the investment processes of real estate managers.
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White papersWhat to expect from UK real estate
Spreading investments across a range of property sectors is the best way to achieve gains in today’s rapidly changing market.
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White papersThe Inflation Inflection
The COVID-19 pandemic, and the range of policies aimed at mitigating its impact, has triggered a return to levels of inflation unseen for 40 years. While inflation is likely to moderate from these very high levels during 2022, we believe it will settle and persist at a rate higher than we have become used to over recent cycles.
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White papersREITs: Forces aligned for growth in 2022
In 2022, REITs appear well positioned to benefit from a sustained demand recovery, the inflation-hedging characteristics of real estate, and attractive relative valuations.
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White papersWhat is place-based impact investing?
Place-based impact investing can help real estate investors deliver clear and measurable improvements to deprived areas. But how does it work?
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White papersWhat is place-based impact investing?
Place-based impact investing can help real estate investors deliver clear and measurable improvements to deprived areas. But how does it work?
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White papersLevelling up and why the U.K. real estate industry should pay attention
At the beginning of February 2022, the U.K. government announced its long awaited ‘levelling up’ plan to address and close the gap between the rich and poorest parts of the country. An ambitious target of 2030 is set and much needed as, according to the Institute for Fiscal Studies1, the U.K. is one of the most geographically uneven countries, with income inequality ranked as one of the highest in Europe.
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White papersInvestment Symposium Series – Signs of a thaw in China’s property freeze
China’s efforts to tackle soaring home prices and rein in its large property developers have sparked heavy asset price falls and concerns over a credit crunch. However, for our China specialists, there have also been signs of a gradual turnaround.
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White papersSupply Change: How logistics is racing to meet demand
Core industrial property prices have never been as elevated as they are now, so selecting assets for which occupiers will pay higher rents is increasingly crucial to investment performance, argues UBS Asset Management’s Brice Hoffer.
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White papersDisruptive tech – Far-reaching changes that have further to go
The extensive changes in how we work, consume and communicate over the last few years have augmented disruption from information technology. This is propelling advances in, for example, cloud computing, the internet of things, content streaming and artificial intelligence.
