Real Assets – Page 76
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White papersAEW Research Flash Report - April 2020
The latest data being released illustrates the immense impact that broad based social distancing has had on wide swathes of the economy. These measures, while unfavorable to the nation’s economy, have largely worked to slow the growth rate of new infections, and have generally kept levels below which most hospital systems are overwhelmed.
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White papersThink global: Identifying tomorrow’s world cities
The viability of a cities-based real estate strategy appears questionable in these challenging times. Our day-to-day activities in cities around the world have been altered in ways few of us would have imagined just a few months ago. The spread of the coronavirus, the disruption to our daily lives, and the toll on health and human life are alarming.
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White papersMastering the real estate cycle
The cyclicality of real estate creates opportunities for well-informed investors. However, determining where a market is in the cycle can be difficult, so we have developed a tool that can help investors overcome this challenge.
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White papersWhat role will real assets play in reigniting the global economy?
Allocations to real assets have been steadily growing over the last 10 years. Today, while many investors are questioning whether real asset benefits – diversification, predictable cashflows, increased yields – still apply, others argue that real assets will play a critical role in the economic recovery.
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White papersGoing green – Real estate and sustainability in APAC
How COVID-19 could raise the urgency for greening the built environment
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White papersNavigating the New Normal
Time has simultaneously slowed down, as many of us work from home, and it has sped up. Last month’s “unthinkable” has become this month’s norm. Last week’s downside scenario has become this week’s baseline, and next week’s upside. Real estate investors are “zooming” with each other and saying, well at least we didn’t cause this, did we?
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White papersThe Pandemic’s Effect on the Retail Sector
Sam Porat discusses the impact the current COVID-19 pandemic has had on the retail sector and how it has compared to previous downturns.
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White papersReal Estate Investing Through the Crisis
Matthew Kaplan reviews the impact to different sectors of the real estate market resulting from COVID-19, where opportunities may arise as the market finds its footing.
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White papersCovid-19 real estate update
Economic disruption is feeding through to real estate markets, prompting subdued investment market conditions The impact of the crisis is currently most evident in occupier markets, with the retail, leisure and hospitality sectors facing the greatest short-term liquidity pressure We believe Asia is best ...
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White papersAEW Research Flash Report - April 2020
To learn more about the immediate impact of the COVID-19 crisis on the Asia Pacific real estate property markets, we invite you to read a brief update by Asia Pacific’s Director of Research, Glyn Nelson. This report will be distributed intermittently over the following months as the COVID-19 situation evolves and we monitor its impact, real or potential.
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White papersSpecial bulletin #6: Economic and real estate outlook in the context of COVID-19
As of mid-April, the extent of the full devastation being wreaked by the COVID-19 pandemic across the global economy is becoming evident. The global economy is expected to see the greatest contraction in growth since the Great Depression with the IMF indicating that cumulative loss in global GDP this year and next could be approximately 6.1% for developed economies or about $9 trillion –an amount larger than the economies of Japan and Germany combined. Even factoring in the IMF’s forecast for a sharp rebound in 2021, the world economy will still be 5% off pre-pandemic levels, indicating the depth of this recession.
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White papersCOVID-19 to test the resilience of long income
Real estate long income strategies are known for their defensive qualities. Tim Perry explores how the impact of COVID-19 on the asset class will vary across businesses and sectors.
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White papersResearch Blast: COVID-19 European Office Markets Series, Edition 1 – April
Within a matter of weeks, COVID-19 has caused an unprecedented level of disruption to all asset classes. Office real estate markets are by no means immune to this, but due to the illiquid nature of the asset class it will be several months, if not longer, before the true impact is fully reported through data.
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White papersInfrastructure debt’s resilience is in its DNA
Infrastructure debt has been more stable than corporate debt over the past 35 years, but faces a stern test as coronavirus rocks markets. We look at what lends it such stability.
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White papersWhat’s the opportunity in retirement living?
We look at the investment case behind retirement living communities in the UK against a backdrop of low yields in global commercial real estate.
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White papersCovid-19 Special Update: Logistics & Offices Resilient
As economists adjusted their economic growth forecasts down, it seems inevitable that most leading European economies will enter recession in 2020. To place the current uncertain situation in a relative context, we present three different scenarios:
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White papersInfrastructure debt’s resilience is in its DNA
Infrastructure debt is not immune to a severe economic downturn, but the global financial crisis has left the asset class stronger. We explain why.
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White papersDesolate Spanish farmhouses tell you much about the European property market
Drive through Spain’s interior and you will be captivated by its starkly beautiful landscape. There is, however, a sense of desolation about it. The crumbling broken walls of abandoned farmhouses tucked in amongst the almond groves and pine plantations, and the deserted streets of ancient villages are testament to one of the most powerful demographic forces at play today.
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White papersThe impact of COVID-19 on private debt
As COVID-19 sweeps across the world, a contraction in global growth is causing an adverse short-term reaction to the economy and financial markets. While the extent of contagion from public markets to private debt remains unclear, transactions with strong downside protection should remain more resilient through the crisis, explains Nikhil Chandra.
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White papersSwitching to digital: the paradigm shift in real estate
A shift is underway in real estate: while the industry has traditionally focused primarily on location, the emphasis is increasingly on the collection, analysis and utilisation of data. However, it’s only in combination with artificial intelligence and optimised processes that the industry will benefit from that data, says Alexander Betz, Chief Digitalisation Officer at PATRIZIA.
