Real Assets – Page 11
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White papers
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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White papers
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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White papers
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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White papers
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.
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White papers
Institutional farmland ownership: facilitating the separation of farming operations from its capital base
Institutional investment in farmland is popularly perceived as one of the contributing factors to the consolidation occurring within the agricultural industry, a misconception which deserves scrutiny.
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White papers
GRE Real Estate Bulletin - 2023 Q4
Market conditions are gradually improving but remain puzzling
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White papers
2024 Real Estate Outlook: Cause for Optimism
While the global economy continues to face challenges, the anticipated decline in interest rates and the resilience of fundamentals in many sectors provide reasons for optimism: it’s the time to protect core assets while actively pursuing opportunities in value-add strategies.
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White papers
Top 10 questions real estate markets in 2024: Is there light at the end of the tunnel?
Last year, we were faced with prolonged high inflation, sharp interest rate hikes and a weak economy, with looming fears of recession.
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White papers
A blueprint for ultra-sustainable logistics assets
The real estate sector is responsible for approximately 40% of global carbon dioxide emissions, according to United Nations data, with 70% produced by building operations and the remaining 30% being a consequence of construction activity.
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White papers
Biodiversity: a fundamental part of our natural capital
Consideration of the environmental impact of real estate is usually focussed on greenhouse gas emissions during construction and operations. However, another critical aspect is the impact of the built environment on biodiversity.
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White papers
The eagle has landed: Art installation creates a buzz in Potsdam
As part of PATRIZIA’s mission to ‘build communities and sustainable futures’, the company seeks to enhance the quality of life for future generations and transform cities into vibrant, community-focused spaces.
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White papers
The smart value-add investor – 2024 edition
When the market turned decidedly negative in early 2022, the strong value-add investment opportunity in the wake of the global financial crisis (GFC) came back to mind for many and inspired a number of real estate players to repeat that success. Substantial amounts of capital have since been raised, but very little of it has been invested to date.
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White papers
Building resilient natural capital portfolios through diversification
”The lack of correlation across diverse natural capital investment strategies offers great potential for efficiency improvements via portfolio design.”
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White papers
Real estate outlook 2024
Private real estate came back down to earth in 2023, hampered primarily by elevated interest rates which weighed on values. Global investment volumes continued to fall throughout the year, with less capital coming into the sector and with buyers and sellers generally unable to agree on price.