Real Assets – Page 48
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White papersVaccines, illiquidity and managers called Dave: What does the data say? Our monthly data-inspired series
In the first of a new monthly series, we take a visual approach to illustrate topical data themes in economies, markets and beyond.
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White papersReal Estate Outlook – APAC, Edition 1 2021: Stay circumspect
Most major APAC economies will bottom and reverse the growth decline by year-end. The general prognosis for 2021 is less negative but occupier performance will continue to face pressure.
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White papersThe Decisive Eye - Are Real Estate Investors Already Invested in Infrastructure?
Investors have increasingly embraced real assets to help meet some of these very significant investment challenges given their ability to deliver income-enhanced portfolio diversification.
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White papersImpact and innovation: Catella Residential’s shield for the Black Swan’s shadow
The fundamental risk and return assumptions upon which most of the real estate investment industry’s business models are founded are fatally flawed in a world where multiplying supposedly rare extreme events, from the Global Financial Crisis, to the Covid-19 pandemic and the oncoming tsunami of Climate Change, are turning markets on their heads, Xavier Jongen, Managing Director of Catella Residential Investment Management said in an interview for IPE Real Assets.
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White papersWhy investors should focus on the Asian opportunity for sustainable data centres
The world’s appetite for data – and with it the demand for centres which house the infrastructure to process it – has increased exponentially in recent years, and shows every sign of accelerating even further. Drivers such as Industry 4.0, business migration to the cloud, the rise of 5G and the opportunities offered by the Internet of Things mean data will play a growing role in all our lives.
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White papersU.S. Real Estate: Why the Life Sciences Market is Flourishing
The Life Sciences real estate market is growing rapidly with investor and tenant interest reaching new highs. Barings Real Estate’s Joe Gorin and Nasir Alamgir explain what’s driving this—from both equity and debt perspectives—and weigh in on where the market may go from here.
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White papersInterest Rates are Rising, Should Real Estate be Concerned?
Capital markets are increasingly penciling in a higher interest rate scenario as reflected in a sharp steepening in the Treasury yield curve over the past 30 days. The yield on the 10-year bond has increased by 40 bps over the past 30 days.
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White papersPodcast: A clear green premium
Our Head of ESG, Ed Dixon, recently joined Blackstock Consulting on a PropCast episode to launch their new series of ESG insights with industry leaders.
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White papersSet to arrive - The rise of the Australian multifamily sector
Much awaited by investors and end-users, the Australian multifamily sector is poised to emerge, underpinned by compelling top-down fundamentals. The experiences of other markets offer many learning points and astute investors can navigate and succeed in this new asset class.
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White papersIndustrial staying power
Warehouse facilities in the industrial sector serve multiple purposes in our modern, digital economy, spurring growing demand over the last decade. Since the onset of the global pandemic in March 2020, warehouse values have risen 6.8%, while overall property values have fallen by 2.9%.1
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White papersIndustrial staying power
Warehouse facilities in the industrial sector serve multiple purposes in our modern, digital economy, spurring growing demand over the last decade. Since the onset of the global pandemic in March 2020, warehouse values have risen 6.8%, while overall property values have fallen by 2.9%.1
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White papersWhat real estate managers need to learn from the hospitality sector post Covid-19
Landlords and tenants need to work together to create sustainable solutions for the future, and we think it’s win-win for both.
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White papersExcuse me, while I kiss the sky
This paper is an introduction to the new world of European renewables investment – a sector able to deliver attractive levels of regular income and capital appreciation to asset owners. The market is at perhaps the most electrifying point for investors: mature and proven, competitive and able to replace conventional energy – and with societies demanding more change towards sustainable economies.
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White papersFrom crisis comes opportunity: What’s normal now?
Big challenges bring us the opportunity to think differently. Our investment teams reveal what they have learnt from COVID-19, and how they are preparing to face whatever ‘normal’ emerges in a post-pandemic world.
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White papersThe Zero: Why zero rates are increasing the appeal of private assets
Investors facing The Zero are increasingly drawn to private assets for the wide variety of value creation tools available.
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White papersGlobal Data Centers - European Excerpt
The COVID-19 pandemic has caused the largest economic shock in generations. Significant disruption across all segments of the economy has resulted in severe recessions globally.
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White papersGlobal Data Centers - America’s Excerpt
The COVID-19 pandemic has caused the largest economic shock in generations. Significant disruption across all segments of the economy has resulted in severe recessions globally.
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White papersMajor Shifts in Real Estate : A wake-up call for real estate investors?
Featuring representatives from Franklin Templeton’s specialised real estate investment teams and the Urban Land Institute, our webinar panel explored a sector caught between one economic cycle ending and another yet to begin. At the same time, COVID-19 is accelerating huge structural changes that could be transformative for the market.
