Real Assets – Page 49
-
White papersEurope Real Estate sector report - Spring 2021
Long leases and strong covenants have shielded office landlords from the very worst impact of the COVID -19 pandemic, though there are signs of some stress creeping into the occupier market. In the short term, nearly all markets across Europe are expected to see yields stay relatively flat despite rent growth pausing or turning negative. A significant bifurcation appears to be occuring between core and secondary investments, asset quality, tenant quality, and gateway and non- gateway markets.
-
White papersReal Estate Outlook – Edition 1, 2021
The rollout of vaccines gives rise to cautious optimism that the economy will improve in the second half of the year as lockdowns can be lifted.
-
White papersAEW Research Report - February 2021
Retail spending for 2021-22 is forecasted to grow at 4% pa amid consumers’ pent-up demand. This implies that the worst might be over for retailers and investors, although the precise speed of the recovery might vary with vaccine distribution rates.
-
White papersReal Estate House View - Europe 2021
While e-commerce growth in Europe is thought to have averaged at around 10% in 2020, China may have experienced up to 30% growth. It is all about live streams, interaction via social media and being part of the product and its use over the phone. There is a “consumer-centric” vibrancy in China’s e-commerce market, while the west has a “tech driven”, top down approach.
-
White papersReal Estate House View - Switzerland 2021
The current resilience of the swiss real estate market largely stems from its focus on the residential sector. As rents are not directly impacted by the lockdown measures, investors are therefore focusing on this “safe haven”.
-
White papersReal Estate House View - United Kingdom 2021
The future of office has been the subject of fierce debate. The pandemic has proven both the extent to which work can be done from home and the limits of this.
-
White papersHow Manchester transformed into a city of the future
Once an industrial powerhouse, Manchester reversed its decline to become one of Europe’s top creative capitals. Watch our video to find out why we call it a city of the future.
-
White papersTurning talk into action: Our real assets pathway to net zero
Unconstrained delivery of buildings and Infrastructure has been a major contributor to the climate crisis and now presents catastrophic risks for our clients and society.
-
White papersRPI reform: The implications for real assets
With the methodology for calculating the UK Retail Prices Index set to change in 2030, we explore the implications for real assets.
-
White papersWiredScore: Tenants expect quality connectivity
In today’s digital business world, nothing is ever fast enough. From running e-commerce platforms and delivering online services, communicating with clients and colleagues, to using cloud apps to manage operations, the internet underpins most core business functions.
-
White papersData Centres: The Growing Importance of ESG
Environmental, social, and governance (ESG) considerations have grown increasingly important in real estate investing.
-
White papersDemographic shifts to fuel alternative housing demand
Certain key demographic shifts occurring in the United States over the next decade will have profound implications for “alternative” housing sectors, including single-family rentals and self-storage.
-
White papersThe Structural and Cyclical Case for U.S. Real Estate Debt
While the ongoing disruption from the pandemic will put downward pressure on market fundamentals until the virus is no longer a threat, opportunities will likely emerge across the risk-return spectrum in advance of a recovery in demand and property income.
-
White papersCell Tower REITs and 5G - Catch the Wave
With the growth in devices, in service and usage per device, industry forecasts project data consumption to rise by more than 30% per year. We are consuming more data, at quicker rates, on the move and more frequently. The continued roll out of 5G will not only increase download speeds and traffic capacity but increase the need for infrastructure to support the delivery of 5G coverage.
-
White papersGlobal Data Centers: Getting Connected With a Niche Sector
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.
-
White papersThe Investment Podcast by M&G Investments
As we enter 2021, this podcast examines some of the narratives that have emerged from the real estate sector during 2020 and how much truth there may be to them in the coming year.
-
White papersEmbracing change The future of the office sector post-COVID-19
In this paper, we examine how office space will continue to add value to employees and employers after the current health situation has subsided.
-
White papersReal Assets House View
No-one ever said predicting the future was easy, but this report represents our best collective judgement on the current and future investment themes we believe will shape the real assets market.
-
White papersWhy we think UK real estate can flourish after the Brexit deal
With some major hurdles likely to fall in 2021, we believe that certain parts of the UK real estate market are at a turning point and set to perform strongly over the next few years.
-
White papersAEW Research Report - January 2021
With many investors focusing on large scale logistics warehouses, we examine in this report the fundamentals of the smaller scale light industrial and urban logistics markets.
