Real Assets – Page 14
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White papersVintage year effects …for wine and real estate
The start of the grape harvest season calls to mind the similarities between winemaking and real estate. Real estate fund managers often borrow vineyard terminology to describe their actions. Seed capital is raised and invested, portfolios are pruned, proceeds are harvested, and funds are classified by their vintage year, meaning the year of fund formation.
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Is UK real estate heading back to the 1970s?
UK commercial real estate is facing 1970s-level inflation, but does it face the same boom and bust it did over 50 years ago?
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White papers
Is UK real estate heading back to the 1970s?
UK commercial real estate is facing 1970s-level inflation, but does it face the same boom and bust it did over 50 years ago?
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Q2 2022 U.S. Research Perspective
“History Doesn’t Repeat Itself, But It Often Rhymes” - Mark Twain
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How to smarten up cities
What we need are not new smart cities but ‘smartened up’ cities to deal with the challenges of decarbonization, demography, digitalization and urbanization, argues Mahdi Mokrane, Head of Global Investment Strategy, Research & Investment Solutions at PATRIZIA.
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Infrastructure – rising rates and the “natural hedge”
Inflation has accelerated globally as a result of consumer demand, fuelled by fiscal policy, pushing into supply constraints due to COVID-19 and geopolitical upheaval. US inflation is running at 40-year highs and other advanced economies are at or near similar extremes.
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U.S. Property Fundamentals Steady Amid Heightened Uncertainty
While tighter monetary conditions weigh on economic growth and inflation, U.S. property fundamentals remain stable—and secular demand trends continue to drive value creation over the long term. The Barings Real Estate team discusses.
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Is the European Residential Sector Losing Its Luster?
Although external macroeconomic risks are high and rising, the internal risk to the property market remains relatively modest. The Barings Real Estate team discusses what this means for opportunities in real estate.
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Rising to the climate challenge: Perspectives on accelerating decarbonisation in real estate
Institutional investors are stepping up their efforts to decarbonise real estate portfolios - but the asset class poses some unique challenges. Drawing on insights from asset owners, consultants and M&G’s own real estate experts, this report highlights the need for new approaches in key areas such as targeting whole-life net zero, pricing in the realities of decarbonisation, and changing the real estate landscape.
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Rising to the climate challenge: Perspectives on accelerating decarbonisation in real estate
Institutional investors are stepping up their efforts to decarbonise real estate portfolios - but the asset class poses some unique challenges.
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Student Housing: Another decade of demographic driven demand
The pandemic provided one of the toughest imaginable operating environments for higher education institutions and the providers of purpose-built student accommodation (PBSA). However, investment markets remained sanguine. A key factor was the positive demographic outlook.
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Five trends in global demographics that will drive real assets demand
As we enter the final phases of the pandemic that has so dominated headlines and our concerns, we are using this edition of Global Vision to unpick some of the hidden but equally important demographic pivot points of the last two years and to think about how our demographic assumptions might be accelerated or have to be re-evaluated.
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Decarbonisation promoted to an investment priority
E, S, and G are three letters that will not save the world, according to The Economist . Instead, the well-known business magazine suggests in its issue of late July to focus solely on emissions, meaning the decarbonization of portfolios.
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Global REITs Through Economic Cycles
As inflation continues to run at multi-decade highs around the globe, central banks continue to increase their pace at removing accommodation. The Bank of Canada, The Reserve Bank of Australia and the Reserve Bank of New Zealand have all hiked interest rates by 50bps in the month of June, with even the Swiss National Bank surprising the market with a like-kind increase.
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Taking the temperature of the private markets: mid-year outlook
In this private markets outlook, we outline what the headwinds facing the property sector are, why we are focusing on quality in private credit and how the clean energy infrastructure conversation in Europe is being dominated by war in Ukraine.
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India’s real estate resurgence in eight charts
After a protracted downturn, the property market has started to gain traction as demand to build new homes picks up.
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ASR Dutch Mobility Office Fund buys Rabobank offices near Eindhoven Centraal station
Utrecht, the Netherlands, 1 august 2022 – On behalf of the ASR Dutch Mobility Office Fund, a.s.r. real estate has purchased the Rabobank office building at Fellenoord 17 in Eindhoven for approximately €115 million. These sustainable modern premises, with a BREEAM Excellent certificate and A++ energy label, are located directly opposite Eindhoven Centraal station.
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Q2 2022 Seniors Housing Research Perspective
The seniors housing recovery maintained its momentum in the second quarter as the typical seasonal factors faded translating into more material occupancy gains which is consistent with expectations.
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Rising rents matter more to REITs than rising rates
Despite the prospect of near-term volatility, REITs are well positioned to help mitigate higher interest rates, sticky inflation and challenging economic conditions, in our opinion.
