Real Assets – Page 58
-
White papersPrivate 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.
-
White papersResilience 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.
-
White papersInflation: 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.
-
White papersOpportunities 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.
-
White papersFinding 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.
-
White papersReal 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.
-
White papersReal 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.
-
White papersThe 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.
-
White papersIs 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.
-
White papersAffordable 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.
-
White papersHow 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.
-
White papersSaving 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.
-
White papersMIPIM 2022 – Making an impact
At this year’s MIPIM conference, environmental, social and governance issues were at the forefront of discussions with driving urban change being the main theme. The insights in this collection of articles, gleaned from our research and the conference, highlight how real estate investors can make a difference and how we can create positive, impactful outcomes.
-
White papersWhy private real estate in an inflationary environment?
Hotter-than-expected inflation is stoking investment opportunities in real estate. We believe real estate may be the right investment for today’s investor.
-
White papersCityWatch | Singapore
Our research team analyzed more than 4,000 cities and identified the top 2% we believe are most attractive to people and businesses, today and in the future. Singapore is one of those cities.
-
White papersBuilding resilience with real estate debt
Direct lenders make loans secured by the underlying real estate assets to experienced real estate sponsors. Lenders have the ability to offer more flexible terms not available in the commercial mortgage-backed securities market.
-
White papersReal Estate Outlook - APAC, Edition 1 - 2022
The economic recovery has been choppy, while inflation has risen across the region. Central banks have moved to tighten policy, but we don’t think this will significantly impair real estate performance. APAC investment activity hit a new record in 2021 and cap rates were flat or fell in the last quarter. Occupier markets were generally healthy and should be buoyed by economic growth in 2022.
-
White papersPrivate Equity Real Estate Investors - Overcoming the Challenge of Sustainability & ESG: Pro-invest Group’s ESG Journey
This case study was written by Claudia Zeisberger, Senior Affiliate Professor of Entrepreneurship and Family Enterprise and Academic Director of GEl, and Alexandra von Stauffenberg, Associate Director of the Global Private Equity Initiative (GPEI), both at INSEAD. It is intended to be used as a basis for class discussion rather than to illustrate either effective or ineffective handling of an administrative situation.
-
White papersWhy real estate debt can stand firm in face of twin threat
Investors on the hunt for secure income face the dual threat of rising inflation and rates. Natalie Howard explains how real estate debt can help.
-
White papersHotels a better investment bet than logistics: Pro-invest
Fund manager Pro-invest has tipped the hotel sector to outperform the booming logistics market over the coming years on the back of a resurgence in accommodation take-up, after securing up to $200 million from institutional investors for its latest hotel fund.
