Real Assets – Page 21
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White papers2024 Mid-Year Real Estate Outlook
Bulls and bears both had ample evidence to support their cases coming into 2024. Although inflation has yet to relent to a level that the central banks are comfortable enough to normalize policy interest rates, the global economy has remained remarkably resilient thanks to strong hiring and consumer spending.
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White papersRelative value in real assets: A spectrum of opportunities
Our real assets research team drills into proprietary data to compare risk and return across sectors.
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White papersExploring US Single-Family Rental Demographics
Despite being an historically important part of the US housing market, single-family rentals (SFRs) with institutional ownership are a relatively new phenomenon, coming onto the scene in a meaningful way only in the aftermath of the global financial crisis. Initially, large institutional investors amassed portfolios by taking advantage of the surplus of foreclosed properties available at auction.
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White papersFacing the Music: Challenges and Opportunities in Today’s Commercial Real Estate Market
For commercial real estate (CRE) borrowers and lenders, central banks have been a persistent source of frustration in recent years. Aiming to rein in stubborn inflation, the Federal Reserve and most of its peers have maintained elevated interest rates longer than anticipated. That’s their mandate, of course. But the consequences have been immediate pain for CRE borrowers facing higher debt costs, along with a duller discomfort from falling valuations due to reduced liquidity and higher capitalization rates.
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White papersEuropean Real Estate: Let the Recovery Commence
The pace of the recovery in the European real estate market will likely depend on variations in debt funding gaps by location and property type. The Barings Real Estate team discusses how this is shaping opportunities across the market.
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White papersReal Estate Convictions: An Asset Manager’s View of the European Real Estate Markets
Despite the uncertainties, the global economy showed remarkable resilience in the first six months of 2024. However, growth remains uneven, and difficulties persist. At the same time, the economic upheavals of the past four years should gradually ease. Global growth forecasts currently stand at +2.6% for 2024, before a more dynamic recovery in 2025 (+2.8%).
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White papersTimberland’s expanding investable universe
Timberland earns a position in many institutional investors’ portfolios because of its portfolio-level benefits – a lack of correlation with capital markets, ability to hedge inflation, and steady income return. For some investors, portfolio decarbonization is an increasingly important portfolio benefit that also comes from an allocation to timberland.
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White papersThe Data Center Investment Opportunity
The data center industry is experiencing explosive demand growth driven by expanding use of technology and structural shifts in how data is consumed. Developers are building but they can’t keep up with demand—driving vacancy rates to all-time historic lows and rents to rise. The amount of capital required to develop the capacity to fill forecasted demand is unprecedented in the industry.
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White papersReal Estate Outlook – Switzerland, Edition May 2024 Stability through strong fundamentals
SNB initiates interest rate turnaround, brightening of economic conditions expected in 2H24
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White papersPrivate Markets Investment Outlook July 2024: An attractive investment environment
While a normalisation in fundraising and valuation adjustments is creating promising opportunities, ongoing geopolitical tensions means diversification within private market allocations is crucial.
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White papersUK real estate market commentary: July 2024
Oliver Kummerfeldt, Head of European Real Estate Research, discusses the economic environment and offers valuable perspectives on making informed decisions when it comes to UK real estate investments.
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White papersEuropean real estate market commentary: July 2024
Oliver Kummerfeldt, Head of European Real Estate Research, discusses the economic environment and offers valuable perspectives on making informed decisions when it comes to European real estate investments.
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White papersPassion for real estate and portfolio management: Top 10 interview with Dalibor Maksimovic
Indirect Swiss real estate investment has become increasingly recognized as an efficient instrument for diversification and resilience throughout various economic scenarios, despite starting off as a niche portfolio holding over 15 years ago.
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White papersISA Focus: Investing in real estate debt
While traditional banks’ appetite for providing commercial real estate loans has declined, other lenders (including investment management firms such as LaSalle) have moved in to fill the funding gap. As a result, we have recently seen increasing interest from institutional investors in real estate debt.
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White papersCommercial & multifamily mortgage loan (CML) investments
In a volatile economic environment, core commercial and multifamily mortgage loan investments may provide investors with an attractive credit risk profile, appealing relative value, and diversification within a larger fixed income portfolio.
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White papersThe industrial sector remains the foundation of the global economy
The industrial and warehouse sectors have been among the most sought-after by real estate investors since the U.S. economy recovered from the Global Financial Crisis (GFC). The sustained increase in global trade, the proliferation of e-commerce retail, and the continued evolution of the North American supply chain have necessitated new and innovative development as well as created new opportunities for real estate investors to engage in the sector over the past decade.
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White papersUK Real Estate: Talking points July 2024
Welcome to our quarterly snapshot of current real estate market trends, using transparent capital and occupational market data points to summarise key implications for asset allocation and performance prospects.
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White papersA new chapter: Time to prepare for the next phase of the real estate cycle
David Hedalen and Jonathan Bayfield from our real assets research team highlight data that shows real estate markets in the UK and Europe may be on the brink of an important shift.
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White papersReal estate market rebasing: What does it mean for investors?
Kieran Farrelly reveals how to harness long-term real estate opportunities in today’s market conditions.
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White papersRoom to grow: Bidwells article on the role of real estate in the commercialization of R&D
The creation of any ready-to-use product from Research & Development (R&D) needs to consider the ‘five Ps’ of Good Manufacturing Process (GMP)
