Real Assets – Page 25
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White papersCasting a wide quantitative net to access alpha in China
The vast size and changing dynamics of China’s A-share market offer a relatively untapped yet increasingly appealing opportunity for quantitative investing.
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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, U.K. medium and long-term timeframes, while adding effective portfolio diversification.
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White papersPortfolio construction themes
The economic backdrop that investors have been anticipating appears to be on the horizon — easing inflation and less aggressive central banks (although the U.S. Federal Reserve is likely to continue tightening, albeit at a more measured pace), but also an increasing likelihood of recession.
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White papersOutlook 2022: European real estate
We plot out our expectations for real estate next year and beyond, including why the asset class is pivotal in the fight against climate change, and how investors can turn that in their favour.
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White papersISA Outlook 2023
The global economy in general – and real estate markets in particular – are currently in the throes of an acute episode with pressure coming from every direction
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White papersREAL ESTATE’S PUBLIC QUADRANTS: Increasingly attractive, as most of the risks are already priced in
Dark clouds of a recession hang over investment markets with the Federal Reserve continuing to tighten monetary policy. Markets are pricing for Fed funds to approach 4.5% by year end, possibly higher in 2023 moving into restrictive territory.
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White papersTop 10 with… Interview with our experts on life sciences
“With a strong growth potential and a distinct social angle, the life sciences sector is developing at a fast pace, increasing investors’ interest in securing a spot in this forward-looking niche. But access is selective, and industry expertise isn’t enough to be successful.”
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White papersA reset for European real estate is underway
2023 could be a golden vintage for property investors
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White papers2023 Outlook: Global Real Estate - 2
In this roundtable discussion, our experts across real estate debt and equity discuss how they are navigating today’s challenges and weigh in on where investors can turn to find attractive returns.
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White papersGlobal Data Centers: The Resilience of Digitalization
While the COVID-19 pandemic caused the largest economic shock in generations, it led to a significant increase in the mass adoption of advanced technologies. As we highlighted in our previous paper, the use of technologies that enabled remote working, distance learning and online entertainment and shopping resulted in unprecedented increases in global internet traffic and data volume.
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White papersGlobal Real Estate Outlook: Steering through volatility in the search for value
In our latest Global Real Estate Outlook we explore the structural and cyclical challenges impacting traditional property sectors, how portfolio allocations may shift, and the need for skill and perspective to steer through ongoing volatility in the search for value. Risk aversion is discernible, but history has shown that real estate often delivers the best vintage of investments in the years after recession.
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White papersDon’t be Fooled by Your Office Building Appraisal
The sooner investors can recognize that prices in the U.S. office space are not where benchmarks have indicated, the sooner they can move forward with assessing and capitalizing on opportunities in the sector.
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White papersUK Office Sector Analysis
Investors and occupiers alike are increasingly aware of the need to improve and upgrade stock to meet sustainability criteria in the pathway to achieving net zero. Half of the respondents within the RICS 2021 Sustainability report claimed that ‘green leases’ command premium rents, and 30% stated that brown buildings offer reduced rents to compensate tenants. Simultaneously, numerous surveys of investors have highlighted a willingness to pay a premium for space with the best green credentials.
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White papersIs Relief on the Horizon for Rising Construction Costs?
In the past year, construction teams around the world have been facing increased cost pressures with rising steel and lumber indices. Materials, commodities, labor and supervision, subcontractors, and opportunistic cost in general are escalating in many places.
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White papers2023 Infrastructure Outlook
The infrastructure sector remains resilient despite the market turmoil in 2022. Secular trends such as digitalization and decarbonization will continue to drive the need for new investments.
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White papers2022 IFM Investors Responsible Business Report
Our responsible business approach underpins our financial performance for our investors as we pursue our purpose, which is to protect and grow the long-term retirement savings of working people around the world.
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White papersFinding attractive relative value in sub-investment grade infrastructure debt
Many investors seek to mitigate the business and financial risks associated with infrastructure debt by primarily targeting the investment grade segment of the market. Such instruments are deemed to have a low risk of credit default by rating agency methodologies.
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White papersThe evolution to net zero carbon real estate
In 2016 LaSalle added “E” or Environmental factors to the demographics, technology and urbanization (DTU) set of secular forces real estate investors need to focus on for delivering positive long-term performance.
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White papersResilience and selectivity: The outlook for real estate long income
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the strengths of long-income strategies in a period of high inflation and rising rates.
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White papersAuckland - Voco
Whether you’re rocking your business socks or dancing shoes, Voco’s location on the corner of Albert Street and Wyndham Street means you’re smack-bang in the city, a stroll away from harbourside attractions in one direction, Aotea Square entertainment precinct in the other, and a host of corporate HQs in between.
