Real Assets – Page 66
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White papers
Q1 2019 – Brazil Economic Outlook
After taking office, newly-elected President Jair Bolsonaro tapped highly-acclaimed, University of Chicago-trained economist Paulo Guedes to head the newly created “Super Ministry” of Economy. Since taking the Ministry of Economy position, Guedes has publicly pushed for a substantial pension reform and a sweeping R$1.0 trillion target privatization program as core tenets of his market-friendly economic policy. The market is now clearly showing a renewed sense of optimism that Brazil is now back on the right track. Consumer and business confidence sharply improved in 2018 as surveys showed an increasing likelihood of a Bolsonaro victory and expectations of continued economic reforms.
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White papersWhy REITs, why Principal?
Since their establishment in the U.S. decades ago, publicly traded REITs have offered investors the combined benefit of commercial real estate investment along with the advantages of investing in publicly traded stocks. REITs have grown in size, impact and market acceptance around the world. REITs, REOCs, and other real estate stocks own or operate trillions in real estate assets across all major global markets.
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White papersCommercial Real Estate Tech: A Research and Venture Fund Perspective
The commercial real estate industry is being inundated with new technologies and property technology companies created to improve virtually all aspects of real estate investing and management.
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White papersLondon: The ultimate city of the future
The rise of the knowledge economy has energised cities which have reinvented themselves as global knowledge capitals, of which London is a prime example.
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White papersReal Estate Summary US Real Estate – Edition 3, 2019
Spreads return to normal, while property sector performance diverges.
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White papersTapping into Europe’s abundant living sectors
With rising urbanisation and innovation, the world’s largest cities are getting larger and people and places are becoming more interconnected than they’ve ever been. Combined with a shift in perceptions around where we live, work, socialise and retire, the nature of housing is changing and we at M&G Real Estate see abundant potential in the living sectors – comprising student housing, rental apartments and senior living, says Marc Reijnen, Head of Investment and Asset Management for Continental Europe.
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White papersThe global warehouse boom: Industrial investment in the U.S. & EU
The logistics industry is a rapidly growing force in the global economy, driving extraordinary demand for warehouse property. In 2018, global industrial transaction volume climbed to a record high of $154 billion, almost 10% of all investment sales.
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White papersEuropean Real Estate Equity: Uncovering Value City by City
Amid an uncertain macroeconomic backdrop, attractive value can still be found within European real estate—but it is important to consider sector and geography, and to partner with an active manager who has the flexibility to invest across different strategies and styles.
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White papersEuropean Real Estate: Late-Cycle Value from Manchester to Munich
Can value still be found (or created) ten years into the European property market cycle? And if so, which sectors, geographies and risk profiles look most compelling? Barings’ Charles Weeks weighs in.
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White papersReal Assets Could Be The Alternative
A call for nimble management in Allocation Views and highlighting a perspective on alternatives.
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White papersTrade wars are here to stay - How can European real estate investors build portfolio resilience?
The Impact Of Rising Protectionism On European Real Estate
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White papersAsia Real Estate Market Outlook - August 2019
Asia Pacific real estate remains resilient despite a challenging macroeconomic backdrop, buoyed by supportive monetary policy as well as the advancement of digital- and knowledge-based economies.
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White papersReal Estate Outlook Eurozone – Edition 2H19 - Retail concerns growing across the eurozone.
Interest rate environment boosts the outlook for returns
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White papersFactor Investing In European Offices Smart - Smart Beta Compared To Traditional Styles Q2 2019
In this report, we apply our new factor investing approach to close to 40 European office markets for the first time. This framework quantifies factors such as Volatility, Liquidity, Quality, Value, Yield and Growth. A comparison of our factor investing results to the traditional “core” and “value-add” investment styles is also provided.
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White papersPeripheral Property Perspectives - Insights From A Cross-Asset Comparison
Most cross-asset institutional investors are organised across three main departments: fixed income (or credit), equities and alternatives. Commercial real estate is typically represented in all three departments. Despite having different terminology and perspectives, investors increasingly look across departments to benefit from each other’s views on fundamental trends in the underlying credit, equity, collateral and property markets.
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White papersHines Celebrates Sustainability From The Ground Up With Eighth Report
(HOUSTON) – Hines, the international real estate firm, announced today the release of the firm’s eighth sustainability report. The comprehensive report, which can be viewed at hinessustainability.com/, provides a detailed review of Hines’ environmental, social and governance performance, compiled in accordance with the Global Reporting Initiative (GRI).
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White papersHines Celebrates Sustainability From The Ground Up With Eighth Report
(HOUSTON) – Hines, the international real estate firm, announced today the release of the firm’s eighth sustainability report. The comprehensive report, which can be viewed at hinessustainability.com/, provides a detailed review of Hines’ environmental, social and governance performance, compiled in accordance with the Global Reporting Initiative (GRI).
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White papersPrivate wants, public needs
With society facing many urgent and complex challenges, deciding who is best-placed to deliver solutions has become an emotive and often political subject. We assess whether there is a better way to utilise the skills and resources of the public, private and third sectors for the greater good.
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White papersReal Estate Summary Edition 3, 2019
Rate cuts support real estate values. Economy is a risk to tenant demand.
