Real Assets – Page 11
-
White papersUkraine: the blackest of black swan events
When Russian tanks crossed Ukraine’s border early on February 24, it took the world by surprise. United States intelligence had been warning of the increasing dangers of an invasion, but few in the markets took the threat seriously, so when it happened, it was, in finance jargon, a black swan event. Mahdi Mokrane gives his view of the business impact.
-
White papers
Relentlessly reliable: A decade of listed infrastructure
Over the last decade, the listed infrastructure asset class has seen significant changes, but CBRE has remained consistent and compelling. In this piece, we review the CBRE listed infrastructure platform as it marks its ten year track record.
-
White papers
LaSalle Global Partner Solutions
LaSalle Global Partner Solutions (“LaSalle GPS”) is a division of LaSalle Investment Management with a Global AuM of $7bn (as of Q4, 2021). The real estate platform offers investors access to global investment opportunities across private and public equity, and private and public debt sectors through a range of vehicles such as commingled funds, join ventures, co-investments, and listed securities.
-
White papers
Are pension funds set to flex their financial muscle in climate fight?
Pension allocations to climate funds - including in the private assets sphere - are likely to increase dramatically, with potentially vital consequences in the real world.
-
White papers
ESG Themes Take Center Stage
Real estate has been at the centre of the broader Environment, Social, and Governance (ESG) movement, which includes social and governance priorities alongside environmental ones.
-
White papers
Our Net Zero Carbon Pathway
There is no doubt that commercial real estate is entering a period of transition, one in which sustainability and commercial performance will become synonymous. The sustainability credentials of assets and funds will be subject to greater scrutiny by regulators, investors and occupiers. Those slow off the mark will find it difficult to protect and create value.
-
White papers
Demographics of Migration - ISA2022 Insight Report
LaSalle’s survey of migration demographics Great migrations have contributed to the rise of cities for many centuries. The push and pull factors in the 2020s are not unlike those experienced in history: including pandemics, wars, socio-economic factors, and immigration policies. In our survey of current migration patterns, we discover great variety around the world. Key findings are summarized below:
-
White papers
The moment of truth for office as workers begin their return
A greatly uneven pattern is unfolding globally as staff make their way back to the office. With data on office utilization hard to come by globally, non-traditional datasets can help shed light on how the return to the office is taking shape.
-
White papers
Robust benchmarks needed for infra investors
Performance monitoring is key to achieving top-quartile results, say Frédéric Blanc-Brude, director, and Abhishek Gupta, head of product development, at EDHECinfra
-
White papers
Global real estate markets: rich valuations, but not a source of systemic risk
Among the legacies of the Covid-19 crisis, we have – first and foremost – the surfacing of a renewed inflation regime. Signs of this trend emerged in 2021, with price rises not seen for decades across the world. This dynamic has been compounded by the Russia-Ukraine war, which has significantly hiked energy prices and exacerbated pre-existing supply-chain bottlenecks.
-
White papers
Are investors right to look to UK real estate amid rising inflation?
UK real estate has seen increased interest from investors seeking shelter from rising inflation. We look at the strengths and weaknesses of the strategy and point out what investors should look out for.
-
White papers
Are investors right to look to UK real estate amid rising inflation?
UK real estate has seen increased interest from investors seeking shelter from rising inflation. We look at the strengths and weaknesses of the strategy and point out what investors should look out for.
-
White papers
Europe: a hot spot in the fast-moving world of data centres
When it comes to data centres, the speed of evolution of the market might be best demonstrated by considering the incredible increase in data used in our everyday lives. Today, more data is created in an hour than was produced in an entire year two decades ago. By 2025, the sum of generated data will eclipse 175 Zettabytes (ZB), up from only 18ZB in 2015.
-
White papers
Financing Europe’s clean energy transition
As investment in key infrastructure in Western Europe has increased in recent years, so too has the need for financing to support clean energy projects. What is green energy credit and how can it support the transition to a low carbon economy, particularly in Western Europe?
-
White papers
Pursuing opportunity in an uncertain market
Utilising the Geographical Evaluation Model (GEM), DWS’ proprietary research approach to examine historically high growth markets
-
White papers
Riding the demographic wave
Senior housing. Demand for this property type is driven by predictable, long-term demographic trends. The sector also has other appealing fundamentals, including an attractive income return and greater opportunities for value creation than in many other sectors. This is particularly true in Europe.
-
White papers
2022 State of the U.S. Housing Market
Housing is a necessity and the composition and trajectory of the U.S. population, combined with a supply and demand imbalance, have led to robust demand for rental housing and an enduring investment opportunity.
-
White papers
2022 European Mid-Year Outlook: Dealing with Double Trouble
Even though governments have successfully limited the pandemic’s long term economic impact, the conflict in Ukraine poses an unexpected new challenge for markets.
-
White papers
Real estate: Going against the crowd
The pandemic has been a positive catalyst for some sectors, like logistics, but those associated with an agglomeration of people, including retail, hospitality and leisure, have been at the sharp end. This has created a pricing opportunity for investors that are prepared to invest against rather than with the crowd into sectors like hotels, which have suffered as a result of forced closures.
-
White papers
Exclusive: Pro-invest’s Shantha de Silva on boutique brands and the power of principles
With Australia’s borders open once again and hopes high that tourism will rebound quickly, many hotel groups are investing in soft and boutique brands. Pro-invest Hotels Director of Operations, Shantha de Silva, explains the importance of creating a portfolio of hotels and brands that reflects company values.
