Real Assets – Page 38
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Europe: a hot spot in the fast-moving world of data centres
When it comes to data centres, the speed of evolution of the market might be best demonstrated by considering the incredible increase in data used in our everyday lives. Today, more data is created in an hour than was produced in an entire year two decades ago. By 2025, the sum of generated data will eclipse 175 Zettabytes (ZB), up from only 18ZB in 2015.
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Financing Europe’s clean energy transition
As investment in key infrastructure in Western Europe has increased in recent years, so too has the need for financing to support clean energy projects. What is green energy credit and how can it support the transition to a low carbon economy, particularly in Western Europe?
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Riding the demographic wave
Senior housing. Demand for this property type is driven by predictable, long-term demographic trends. The sector also has other appealing fundamentals, including an attractive income return and greater opportunities for value creation than in many other sectors. This is particularly true in Europe.
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2022 European Mid-Year Outlook: Dealing with Double Trouble
Even though governments have successfully limited the pandemic’s long term economic impact, the conflict in Ukraine poses an unexpected new challenge for markets.
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Exclusive: Pro-invest’s Shantha de Silva on boutique brands and the power of principles
With Australia’s borders open once again and hopes high that tourism will rebound quickly, many hotel groups are investing in soft and boutique brands. Pro-invest Hotels Director of Operations, Shantha de Silva, explains the importance of creating a portfolio of hotels and brands that reflects company values.
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Real estate: Going against the crowd
The pandemic has been a positive catalyst for some sectors, like logistics, but those associated with an agglomeration of people, including retail, hospitality and leisure, have been at the sharp end. This has created a pricing opportunity for investors that are prepared to invest against rather than with the crowd into sectors like hotels, which have suffered as a result of forced closures.
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Private Commercial Real Estate Debt: A higher yielding alternative to investment grade bonds
Amid an environment of historically low government bond yields, institutional investors are increasing their strategic asset allocation towards alternative asset classes, which are typically less correlated to traditional investments and are able to deliver a premium over traditional fixed income.
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Resilience and Transition: Infrastructure Outlook
As major investors of pension capital, we see a number of emerging investment opportunities that can generate positive returns while contributing to the resilience of infrastructure assets that working people rely on every day.
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Inflation: considerations for real assets
Inflation concerns have been front and centre in conversation for global investors and consumers alike in recent months. Since the beginning of the pandemic, supply-side constraints in the face of strong demand have created disequilibrium, driving inflation higher, and now the conflict in Eastern Europe will likely exacerbate that risk by boosting commodity prices further.
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Opportunities Persist in European Real Estate Despite Geopolitics
The duration of the Ukrainian conflict and its macro-economic impact on the rest of the world remains key to assessing market pricing prospects—but the current significant property yield bond spread will soften any fallout. The Barings Real Estate team discusses.
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Upside potential: The case for European real estate
With healthy fundamentals and attractive valuations, European real estate securities, in our opinion, are positioned to deliver meaningful relative real returns despite rising interest rates and slower growth.
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Finding a way to net zero carbon in real estate
The need to transform the built environment for the better in the coming decades marks a key responsibility, and opportunity, for real estate investors. Embracing the transition to net zero carbon is imperative, framed by binding environmental targets and growing demand for green assets by occupiers. Net zero carbon buildings are at the heart of this – but there is currently little market standardisation around what this constitutes in practice.
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Real Assets House View
Predicting the future isn’t easy, but this report represents our best collective judgement on the current and future investment themes we believe will shape the real assets market.
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Real Estate Investing in an Uncertain Environment
Significant inflation uncertainty is one of the key challenges for investors in early 2022, along with opportunities for economic recovery post pandemic and a greater emphasis on people’s well-being.
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The Evolution of the Global Office Sector in a Post-COVID World
This short paper summarizes Allianz Real Estate’s view on how the office sector will evolve post-COVID-19 – primarily, how we expect buildings and cities will adapt and accommodate as greater numbers of people work remotely.
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Is now the right time to invest in commercial real estate (CRE) debt in the U.K.?
Based in London, Christian oversees the origination, portfolio management and business development activities for Nuveen Real Estate’s debt platform in Europe. Here, Christian gives his view on why now is the right time for investors to engage in commercial real estate (CRE) debt in the United Kingdom.
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Affordable housing: The need for affordability preservation
Affordable housing has become less accessible across the United States as rent inflation outpaces income growth for mid- to low-income earners and as the housing supply deficit continues into its second decade. These trends have created significant demand for all rental housing, but most acutely, affordable housing.
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How regenerative agriculture can sow the seeds of change
In the fifth article in our EOS Insights series on the social and environmental impacts of the global food system, Sarah Swartz explores the benefits of regenerative agriculture.
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Saving the world doesn’t have to cost the Earth: ESG positioning for new builds, as well as existing assets
Sustainable returns are well within reach. But we must act with haste by not only looking at new builds, but also at the possibilities that existing assets hold for ESG repositioning, as it will prove very difficult to manage a real estate portfolio on failing foundations.