Real Assets – Page 17
-
White papers
Inside Real Estate Outlook: Waiting for Godot
In Samuel Beckett’s play “Waiting for Godot”, two characters engage in an endless discussion while awaiting the titular Godot who never arrives. A similar parallel appears to beset global investors waiting for central bankers to signal the end of monetary tightening.
-
White papers
High demand, low supply for life sciences real estate
Interview with Olivia Drew, Portfolio Manager, UK Life Sciences at UBS Asset Management, Real Estate & Private Markets
-
White papers
A formidable friend in turbulent times
Infrastructure debt is now an established alternative asset class. While it broadly refers to the debt component of an infrastructure asset’s or company’s capital structure, it is by no means homogeneous, with the market covering a range of sub-sectors and risk profiles.
-
White papers
How sustainability fits into commercial real estate debt
Two of the strongest current themes in the commercial real estate (CRE) investment market are an increased demand for sustainable investments and a bigger role for CRE debt in investors’ portfolios
-
White papers
Capturing upside while providing a downside cushion
With market dispersion near historic highs, we have rarely been so positive in the last two decades about the prospects for both the long and short sides of our portfolio.
-
White papers
European sale-leaseback: an attractive investment opportunity in today’s uncertain market
The European sale-leaseback (“SLB”) market is a large,yet relatively untapped market, that has the potential to offer the kind of stable, inflation-linked returns that may appeal to institutional investors in today’s uncertain environment.
-
White papers
Schroders Capital Global Real Estate Lens September 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
-
White papers
Asia Pacific Living: The largest scalable opportunity of the decade?
Asia Pacific’s growing urban population coupled with low housing affordability continues to drive demand for rented residential property in key cities. Changing mindsets and policies around renting, as well as higher interest rates, further suggest APAC Living could be a long-term, scalable opportunity.
-
White papers
Will there be a green hydrogen market in a decade’s time?
Green hydrogen offers answers to problems for which there are no other low carbon solutions. We expect it to become a big part of the net zero future – here’s how.
-
White papers
Building confidence: ICVCM Core Carbon Principles Assessment Framework released
The ICVCM has detailed its assessment framework, which will serve as the initial bar for determining carbon credit quality. Meaningful implications for carbon markets are likely around the corner. We share our evaluation of this quarter’s publication.
-
White papers
Relative value in real assets: Q2 2023
Our real assets research team drill into proprietary data to compare risk and return across sectors, drawing out those showing most relative value.
-
White papers
Keynote interview: A new frontier for ESG-related lending
In an article originally published by Real Estate Capital Europe magazine, Schroders Capital’s Kristina Foster examines the expanding scope for real estate credit strategies aiming to deliver social and environmental impact in the mid-market.
-
White papers
Infrastructure debt remains resilient in the face of macro headwinds
In an article originally published by Private Debt Investor magazine, Schoders Capital’s Damien Gardes talks inflation protection and rate rise benefits for infrastructure debt in this Q&A.
-
White papers
Going global may benefit U.S. dollar investors
One might think that the diversification benefits of global investing would be minimal, as trade and financial ties bring the world closer together. However, the global economy remains far from synchronized.
-
White papers
Surprise! Retail real estate is going strong
Contrary to what many believe, the retail real estate sector may offer the resilience income and growth investors are seeking. Compared to the other major real estate sectors, retail currently offers higher yields and likely less competition for investor acquisitions.
-
White papers
Isn’t it all just real estate? Public versus Private
Yes, REITs own commercial real estate. Yes, private real estate owns commercial real estate. But from there, their respective roles in a portfolio depart.
-
White papers
Life sciences real estate: High demand, low supply
Chase McWhorter, Institutional Real Estate, Inc.’s managing director, recently spoke with Olivia Drew, Portfolio Manager – UK Life Sciences
-
White papers
ISA Focus: The value of green
The transition to a lower-carbon built environment is reshaping the definition of quality real estate. We can point to numerous anecdotal examples of green building features driving higher rents and values, as well as better overall performance. However, showing this rigorously and quantitively is challenging.
-
White papers
Walking the political tightrope in the energy transition
Decarbonisation. Net zero. Sustainability. When it comes to talking the talk, governments and organisations are very good at saying the right thing. Delivering on promises – or walking the walk – is the true litmus test though.
-
White papers
Real Estate House View - United Kingdom, Second half-year 2023
The latest CFO Survey by Deloitte reports early signs that the labour market is beginning to cool.