Real Assets – Page 17
-
White papersShort-term headwinds, structural tailwinds - Aviva Investors
Volatility presents challenges and opportunities for investors. James Tarry and Luke Layfield discuss what’s next for real asset investors focused on the climate transition.
-
White papersReal estate forecasting and physical risk: A brief climate story
Incorporating physical climate risk into real estate valuations is no easy task. Olivia Muir, Head of Sustainability – Real Estate & Private Markets, offers some reflections on what to consider.
-
White papersThe dual funding gap: Debt cost and decarbonisation could see accelerated property sales
Real estate investors find themselves in a very different environment today than they have been in the last two decades.
-
White papersNavigating Uncertainty— Risks and Opportunities in Commercial Real Estate
Rapid shifts in the global economic and capital markets are exerting strong influences on U.S. commercial real estate.
-
White papersEuropean Real Estate: Structural Reprice, But Secular Trends Endure
Barring capital market events and refinancing risks, the opportunity to invest at or near the bottom of the European property cycle appears close. The Barings Real Estate team discusses.
-
White papersSchroders Global Real Estate Lens May 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 papersSchroders Global Real Estate Lens May 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 papersMarket update first quarter 2023
Despite a slowdown in economic growth due to last year’s inflation shock, the Dutch economy has shown itself adaptable and resilient.
-
White papersU.S. Real Estate: Parsing a Different Kind of Downturn
The U.S. real estate downturn is proving painful. However, unlike prior downturns, underlying fundamentals are still relatively robust and likely to either mitigate a steep demand decline and/or backstop the current price correction. The Barings Real Estate team discusses.
-
White papersBuilding resilience: IREI interview on infrastructure’s potential to benefit global food security
The consequences of COVID-19 triggered global concern around food security. Even developed countries such as the UK worried about food shortages during the global lockdown because borders were basically closed. In some regions, such as the Middle East, there were concerns about the potential political unrest due to shortages and rising food prices.
-
-
White papersThe real estate industry is going digital − serious challenges must be mastered
The real estate business is in a constant state of change.
-
White papersA step-by-step guide to measuring social impact in real estate
There’s no benchmark for social impact investing, but investment is gaining traction. In this article we - Schroders Capital - explain how we measure place-based impact.
-
White papersRetail warehouse parks shine in Europe’s burgeoning retail recovery
European retail real estate investment is bouncing back in tandem with the postpandemic surge in consumer spending in stores.
-
White papersPrivate assets’ role in a diversified portfolio
Private assets are an increasingly important source of returns and diversification. Shaniel Ramjee, senior investment manager, Multi Asset, takes us through the opportunities private markets offer, as well as the risks they pose.
-
White papersEuropean market volatility provides real estate debt opportunity
Market conditions remain volatile amid higher interest rates, inflation and the threat of looming recession. In such an environment, investors are struggling to meet return requirements. However, asset classes such as commercial real estate (CRE) debt could offer the potential for value across short, medium and long-term timeframes, while adding effective portfolio diversification.
-
White papersPrivate Equity, an advantage for sustainable economic transition
Private equity is entering the growing economic sectors. Considered by some as a speculative investment and by others as a diversification tool, this asset class continues to make headlines.
-
White papersTech: better days ahead for private investors
The technology sector may be out of favour right now, but we believe there are many investment opportunities to pursue, especially in private markets.
-
White papersEuropean real estate: the core plus opportunity
In a world of volatile markets and rising inflation, core plus real estate can offer investors diversification benefits, inflation protection and a strong, sustainable income stream.
-
White papersReal estate in an era of inflation
In a climate of rising inflation, real estate investments can offer attractive returns.
