Real Assets – Page 7
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Confirmation Of Our Private Real Estate Market Rebound Forecasts
In discussions since the release of our 2024 Outlook in Nov-23, many questioned our projected rebound for the European private real estate markets. This report presents supporting analyses to confirm that we remain comfortable with our outlook.
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Smart water networks to battle leaks and droughts in the UK
Picture the scene. Your garden is wilting because of a hosepipe ban introduced as a drought takes hold. Meanwhile, a broken water main at the end of the street is gushing, forcing the local primary school to close for a day before it was fixed.
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Schroders Capital Global Real Estate Lens January 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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Private real estate set up for attractive early cycle returns
REITs bottomed in late 2023 — signaling the private real estate bottom in 2024–2025
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European Hotel Sector: 2024 Outlook
The European hotel market rebounded strongly after the COVID-19 pandemic (explore past performance in detail in our first paper in this series).
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U.S. Real Estate Market Outlook: Lifting Fog
At the start of 2023, economists believed there was a 63% probability that a recession would occur during the year (many estimated that the U.S. was already in a recession). The path of inflation was uncertain, as was the impact of higher interest rates on consumers and U.S. businesses. The war in Ukraine was also relatively new, causing heightened geopolitical uncertainty and energy market volatility, further pressuring economic growth.
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IPM monthly blog – Edition January 2024: Our monthly insights into private markets
Interest rates are key for real estate performance and market expectations have been volatile, moving to a higher-for-longer narrative last October as war started in the Middle East, before falling sharply in December following dovish comments from the Fed and then being tempered in January as inflation showed a small uptick.
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Making Impact | London
We launched the first report in our ‘Making Impact’ research series to a full house at The British Library, King’s Cross, on 23rd January 2024.
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Outlook 2024-2026: Strong Fundamentals Offer Perspective
The real estate investment market has experienced a turbulent year with significantly negative returns. The contrast with the user market is considerable, given the high demand for quality and sustainable real estate.
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Listed REITs 2024 Outlook
After lagging equities the past two years, REITs offer an attractive investment opportunity in 2024.
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Residential real estate: An attractive entry point for a sector with long term potential
We think the long-term fundamentals of the sector are good and should drive rental growth. The sector is also developing in more countries, with new formats emerging.
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Australian Real Asset Review Q1 2024
Dexus Research’s Australian Real Asset Review Q1 2024 describes the key trends in Australia’s main real asset markets including commercial real estate, healthcare and infrastructure.
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2024 Global Public Real Estate Outlook Report
We believe REIT share prices are ready to take off in 2024 after patiently awaiting their turn on the runway for the better part of two years.
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UK real estate market commentary: January 2024
The UK economy faces challenges, including the high cost of living and monetary tightening. However, there are signs of improvement. Oliver Kummerfeldt, Head of European Real Estate Research, discusses the economic landscape and provides insights for decision-making in real estate investments.
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European Hotel Sector: Identifying opportunities for value creation
A combination of strong fundamentals and pockets of distress presents unique opportunities for investment in the European hotel sector. (Explore the investment case in detail in our first paper in this series.)
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Europe’s Retail Renaissance
Europe retail reboots: location, adaptation, & integrated models unlock value. Dive into the post-pandemic boom.
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Private Markets Investment Outlook Q1 2024: New year, new opportunities
As developed market interest rates show signs of peaking and private market activity has been in a slowdown phase in recent quarters, we see attractive new investment opportunities across private markets. These are particularly appealing when they align with the global 3D Reset theme and the artificial intelligence (AI) revolution.
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2024 REAL ESTATE OUTLOOK: Threading the eye of the needle
The global economy is finely balanced with the push of high interest rates colliding with the pull of strong labor markets.
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Affordable rents: how do we assess the European market?
What does ‘affordable’ housing really mean? Read more about our analysis
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Private Markets: Enhancing your portfolio
Private markets, which include unlisted investments in real estate, infrastructure, private credit and private equity can be accessed through a wide range of strategies, solutions and assets.