Real Assets – Page 7
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White papersEuropean Hotel Sector: Creating value through transformation
The first step in a value-added investment strategy is finding undervalued or illiquid hotels with good micro locations in attractive markets.
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White papersThe Power of AI in real estate: a paradigm shift
The real estate industry, traditionally characterised by its cautious adoption of new technologies, is now at a pivotal juncture. The emergence of AI, with its open-ended and self-evolving nature, promises to fundamentally change the way we live, work and play. This report looks at how AI is currently used across the industry, and how it promises to reshape real estate through an occupier and investment lens.
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White papersU.S. single-family rentals
In the third part of our Living Sector Series, we focus our attention on single-family rentals, which is one of our highest conviction strategies within the real estate asset class today. Once synonymous with home ownership, the single-family market underwent an evolution following the Global Financial Crisis (GFC) due to shifts in economic and demographic dynamics, which changed the way individuals and households think about housing.
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White papersQuantifying carbon and climate risk: IREI interview with Olivia Muir
While reducing carbon emissions is a crucial aspect of ESG, what are other important factors to consider for real estate investors?
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White papersSchroders Capital Global Real Estate Lens March 2024: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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White papersMind the (economic) gap: Infrastructure Debt 2024 Report
Nuveen’s Don Dimitrievich was recently featured in Infrastructure Investor’s 2024 Infrastructure Debt Report and shared his insights on how the Energy Infrastructure Credit team is providing flexible capital solutions and finding opportunities in the gaps in today’s high cost of capital environment.
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White papersDecarbonization Metrics for Real Estate Investment: Goal Setting for a Portfolio in the Context of Absolute vs. Intensity Metrics
While there is not a one-size-fits-all approach to track progress toward reducing emissions, due to the complexities of real estate portfolios, we believe intensity-based metrics offer a more flexible and reliable method for tracking decarbonization progress than absolute targets for reasons discussed in this paper.
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White papersEuropean logistics: An evolving landscape
The logistics industry has become vital to our global and interconnected society. Once purely related to the military art of supplying and moving troops across the battlefield, in today’s world, the industry encompasses a large group of companies specialising in the transportation, warehousing, and management of goods.
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White papersEuropean Residential: Finding A New Balance
Prime European residential markets show solid occupancy fundamentals and stabilising investment yields. This is despite the 2022-23 upward shift in interest rates and associated decline in lending. Student housing has also remained a key alternative sub-sector. The long-standing shortage of housing has further Intensified as higher mortgage rates and ...
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White papersQ1 2024 - Asia Pacific Market Perspective
Markets Moving Out of Sync, Rate Cut Expectations Recede, Noise And Volatility To Continue
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White papersQ1 2024 - U.S. Economic and Property Market Outlook
U.S. economic growth slowed sharply over the first three months of 2024, decelerating from more than 4% annualized growth recorded during the second half of 2023 to only 1.6% for the first quarter.
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White papersParsing Office Distress
In this AFIRE article, Dags Chen and Lincoln Janes lay out a framework for parsing upswell in distress across the office sector—and discuss how this is presenting a potential opportunity, especially for investors willing to brave the dislocation.
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White papersThe Case for U.S. & EU Industrial Real Estate
The industrial sector has become a global favorite amongst institutional investors as large structural shifts already underway, accelerated during the pandemic.
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White papersU.S. multifamily housing: Distress can create opportunity
The U.S. multifamily housing sector faces challenges from both overdevelopment and capital market pressures, with ongoing issues anticipated through 2025. However, solid macroeconomic fundamentals and sustained demand, particularly from younger generations favoring rentals, offer potential opportunities in the medium-term for well-capitalized investors to exploit distress in the market.
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White papersUS logistics and industrials: shifting sands in the supply chain
There is an ongoing shift in logistics away from the West Coast in the US. Read more about our views.
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White papersPondering performance: Interview with PEI on the GP-led secondaries market
”A lack of full exits means it is too soon to say how well this latest generation of GP-led secondaries will fare, but the ingredients for success are all in place.”
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White papersThe Case for a U.S. Productivity Boom
The economy in any single year is subject to the vagaries of chance and, as such, can be “noisy”. Near-term volatility that exerts short-term stress into markets may be front of mind for most investors, but it is long-term trends that provide us with the best view of the future, especially for those with long investment horizons.
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White papersResilience and recovery: The outlook for real estate long income
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team consider the outlook for long-lease assets after a challenging period for investors.
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White papersThe global water challenge: risks and opportunities that all investors should consider
Manulife Investment Management is committed to helping clients achieve their objectives, build resilient portfolios—including in relation to climate change—and, where appropriate, positively affect nature. We believe water-related risks and opportunities can be financially material factors that should be integrated into investment strategies and operational asset management.
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White papersIPM Monthly Blog – Edition March 2024: Our monthly insights into private markets
Real estate - Market conditions remain challenging, but optimism emerging
