Real Assets – Page 27
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White papersThe great unwind: real assets acclimatise to new liquidity environment
Central banks worldwide have started the great liquidity unwind – from ultra-accommodative monetary policy to higher-for-longer interest rates in most major markets. This environment is mediated by global regions and poses divergent re-pricing risk for real assets.
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White papersInflation, energy and real estate
Inflation has moved rapidly from overlooked to top-of-mind this year.
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White papersEuropean office markets starting to re-balance
This report provides an update on European office markets, which have been impacted by the concerns over the long term impact from working from home (WFH) or hybrid work practices, which is reflected in the discounts to NAV for European office REITs.
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White papersEurozone data suggests the ECB has to keep raising rates
The ECB faces rising political pressure to hold back on rate rises, but growth and inflation data suggest rates may yet have some way to rise.
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White papersESG Implementation Portfolio Wide: ESG for Direct Competitive & Financial Benefits
We recognize that sustainability requires meticulous dedication to leave behind a better future for others.
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White papersCar parks: real asset’s rough diamond
Car parks offer investors a great deal: proven resilience and an attractive risk-return profile. They also appear to be future-proof as they will facilitate decarbonisation by providing EV-charging facilities and increasingly act as inner-city hubs.
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White papersHidden pearls of the south
As the fifth largest residential market in Europe, Spain is still facing the phenomenon that the bulk of international investors focus on the metropolitan areas of Madrid and Barcelona. In many other Spanish cities the lack of available BTR apartments is dramatic. It would therefore be worthwhile to take a look at some of these hidden pearls in the south.
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White papersPrivate and listed infrastructure: The case for a complete portfolio
Investors appear to be struggling to deploy capital to meet existing allocation goals due to the challenges managers face in putting money to work in the private infrastructure market.
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White papersRecession and the roadmap for listed and private real estate
We see an economic backdrop that will create an opportunity for strong vintage returns for both listed and private real estate. Both cyclical and secular shifts are likely to create investment opportunities, and we think allocating across both private and listed real estate will be critical.
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White papersInflation, valuations and ESG reporting challenges
In June, Tell Media Group, in cooperation with Nuveen and Principal Global Investors, organised a roundtable discussion on real estate investing in Helsinki. Tell Media Group founder Niklas Tell and FBNW editor Janina Sibelius moderated the discussion
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White papersThe Road to Carbon Neutrality
Learnings and inspiration from the Holiday Inn Express Newcasile’s certification process
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White papersWhy Europe’s student living sector offers a potential edge
A constant, in all economic weathers, is people’s value of higher education, as shown by a record number of students enrolled in colleges and universities during 20201. For the world’s rising middle class, top-ranking universities and cities steeped in heritage are a core focus.
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White papersReal Estate Outlook – APAC, Edition September 2022
“APAC economic growth outpaced other regions in 2Q22. Inflation is rising but still modest and central banks’ reaction is not as aggressive as their western peers. Cap rates stayed firm but could rise in the next 1-2 quarters. We still see bright spots in the region that offer good investment opportunities.”
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White papersWhat comes NEXT NOW?
“May you live in interesting times” is said to be an old Chinese curse delivered in the disguise of a blessing. The expression probably owes more to the English sense of irony than Confucian logic, but whatever its origins, it is particularly apt today. Unfortunately, we are living in times that are all too interesting.
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White papersWell-known Bradenton fruit farm may be looking to sell
Heading into its 84th season, Mixon Fruit Farms has been dealt a couple of tough years and now the owners are considering making some changes.
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White papersHow do renewables perform in a stagflationary environment?
Renewable assets could show themselves to be more resilient to a high inflation-low growth backdrop than more traditional assets. Here’s why.
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White papersStrong results! 2022 GRESB Real Estate and Infrastructure Assessments
Following on from previous years, UBS Asset Management, Real Estate & Private Markets’ (REPM) sustainability efforts continue to be recognized by the industry, with strong and improved results in the 2022 GRESB Real Estate and Infrastructure Assessments.
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White papersEDITORIAL: What’s next in these times of uncertainty?
It is a question everyone is asking. Today, we have spiralling inflation, rising energy and living costs and an explosion in construction costs. All industry sectors are impacted by the current crisis and economic slowdown. Any reasonable investor has to be cautious in such an environment.
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White papersThe Rising Demand for Healthy Buildings
Lest we needed a reminder, the pandemic we are all living through has made clear the ways in which buildings contribute to our well-being—from providing workplaces that are safe, having comfortable and functional spaces to shelter in place, and in serving society’s most acute health and welfare needs.
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White papersWhere Trust and Performance Meet feat. Co-CEO, Sonny Kalsi
Sonny Kalsi is the Co-CEO of BentallGreenOak (BGO) and is based in Miami, Florida. He was a founder of GreenOak Real Estate in 2010 and, together with the team, built the business organically to $12 billion of assets under management in 10 countries with over 100 employees. Before co-founding GreenOak, he was the Global Co-Head of Morgan Stanley’s Real Estate Investing (MSREI) business and President of the Morgan Stanley Real Estate Funds until 2009.
