Real Assets – Page 77
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White papers
2017-Q3 Brazil E-Commerce
Earlier in 2017, GTIS Research highlighted the structural impact that e‐commerce has had on the retail and logistics real estate markets in the US, and the emerging e‐commerce trends taking shape in Brazil.
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White papersResearch Blast: A comparison of capital markets dynamics between Italian and Spanish real estate markets
Recent trends in real estate capital markets in Italy and Spain
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White papers2018 European market outlook: Fundamentals driving fears away
In this forward looking report, we update our market scoring analysis using in-house forecasts in order to identify the strategies that we believe will deliver outperformance for our investors over the medium term.
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White papersEuropean real estate: three predictions for 2018
The European economy is enjoying strong growth, but with real estate investment markets advanced in the cycle, value is becoming hard to find.
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White papers
Emerging Trends in Real Estate
In the short-term, economic cycles have an immediate impact on real estate investment performance. However, for investors with a long-term investment outlook, real estate is ultimately driven by structural factors that are often measured in years or decades.
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White papersInside Real Estate: Annual strategy outlook for 2018
A growing sense that both the economic and real estate cycles are past their primes has investors asking, “Where do we go from here?” In an environment of heightened political stress and potentially discordant monetary policies, we recognize that a complex path lies ahead. The themes we’ve identified will help you navigate through 2018 and beyond.
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White papersEconomic and Property Market Overview: Q3 2017
The UK economy grew by 0.4% in the third quarter of 2017, following an expansion of 0.3% in Q2. The service sector was the key driver of growth, although other industries such as manufacturing sector also positively contributed to growth during the quarter.
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White papersA case for U.S. and global REITs
Today, demand for commercial real estate space in most markets is outpacing slow and steady economic growth.
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White papersEuropean Research Monthly Update: October 2017
The average loan margin in eight key European markets has increased by 35% from 158bp in 1H16 to 242bp in 2H17, according to CBRE’s latest European debt map.
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White papersContinental Europe Real Estate Market Outlook: September 2017
The populism movement appeared to be gaining momentum across the developed world earlier this year, but the Dutch and French election outcomes suggest that the Eurozone has taken a different turn. Even in Italy, where a lagging economic performance and general election next year offer the potential for an upheaval, sentiment is slowly improving.
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White papersEuropean Office Market
The recovery in Europe is showing little sign of running out of steam. Economic sentiment is on an upwards trend, while the provision of financial stimulus continues, balancing out the remaining uncertainty around European elections.
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White papersMagnify: The opportunity in European logistics
Investor interest in the European logistics sector continues to rise, in part due to the relatively attractive yields on offer compared to other sectors.
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White papers
Defensive Market Selection
As the US real estate cycle enters its later stages, careful market research should inform investment strategy in order to pare down risk, while still leaving space for capturing secular growth opportunities that are less correlated with the general market.
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White papers
Brazil Office Market Entering a Recovery
After suffering a serious setback over the past few years, it is now time for investors to take a forward-looking view of Brazil’s office market as the Brazilian economy begins to stabilize.
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White papersLogistics: the logical next step
Logistics was the most attractive sector in our last quarterly report, triggering this closer look at the broader European markets with a special focus on a new big data application and the post-Brexit UK market.
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White papersEuropean Hotel Real Estate: Time to Check In
Today, many institutional investors are adding hotel real estate to their portfolios to achieve diversification, to help boost income in their multi-asset portfolios and for liability matching requirements given the longer dated income.
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White papersUK Private Rented Residential Sector: An income generative infrastructure investment?
For the Local Government Pension Scheme, the Government’s recent regulatory changes and the Brexit vote have fuelled economic uncertainty and created fresh challenges and opportunities.
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White papers
2017 Q1 E-Commerce and Logistics Demand
E-commerce has revolutionized the retail and logistics industries. To keep up with consumer trends and expectations, retailers must implement complex transportation networks and logistics facilities to enable them to ship directly to consumers in ever shorter delivery times.
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White papersReal estate investors in Europe see no rise in returns before 2019
Only one in four real estate investors in Europe believes that the current market cycle will peak soon and that the initial rate of return on real estate will start to rise again.
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White papersPatrizia European City Ranking
In today’s world are not about countries. In a globalising and urbanising world they are about regions or cities.
