Real Assets – Page 28
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White papersReal Estate Outlook – US, Edition September 2022
“We continue to focus our strategies on defensive positioning while economic uncertainties persist. This typically includes marginal movements around strategy targets; less leverage, lower amount of value-add activities, and a focus on increasing occupancy over rent growth in retail and office.”
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White papersPerspectives in today’s real estate market
Uncertainty has increased globally due to inflation and conflict, but real estate continues to offer long-term thematic tailwinds:
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White papersDiversification with opportunity – European real estate
European real estate offers investors the opportunity to diversify their existing portfolio while participating in long-term trends. Swiss private investors, for example, usually focus on the domestic real estate market. However, institutional investors have recognized the opportunities and advantages of European real estate in recent years and have started to introduce foreign investments into their existing portfolios.
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White papersInvestment Opportunities in Private Commercial Mortgage Investments
At approximately $5.2 trillion, just over half the size of the U.S. corporate bond market, the U.S. commercial mortgage market is home to a variety of attractive investment opportunities.
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White papersWhat role can renewables play in strengthening Europe’s energy security?
Winter threatens to bring the first severe European energy crisis in decades. As leaders grapple with potential solutions, renewable energy capacity is in the spotlight.
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White papersAPAC Hospitality Recovery Race – Singapore leads into first corner, Japan set to accelerate
Post-Covid-19 recovery is beckoning in the hospitality sector in Asia Pacific. Among the region’s developed countries, the recovery race is being led by Singapore, which hosted the Formula 1 Grand Prix last weekend, with Japan just starting its engines. We explore why both hospitality markets should deliver rapid growth over the next few years
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White papersAchieving absolute return with green energy credit
In Preqin’s ‘The Future of Alternatives in 2027’ report, Scott Lawrence, Partner at Glennmont Partners from Nuveen, recently discussed how clean energy managers with local presence, experience, and technical asset knowledge will be best positioned to capitalize on Europe’s increased demand for clean energy project financing.
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White papersSchroders Capital Real Estate House View – October 2022
In the new Schroders Capital Real Estate House View, investors will find views and data on the real estate market, and where we think opportunities are emerging.
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White papersGrowth and evolution of the real estate sector
The current macroeconomic environment is having repercussions for all asset classes. The real estate sector continues to remain strong, offering a good protection hedge to inflation thanks to its robust nature and low correlation to other asset classes.
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White papersSchroders Capital Real Estate House View – October 2022
In the new Schroders Capital Real Estate House View, investors will find views and data on the real estate market, and where we think opportunities are emerging.
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White papersClimate risks: too big to ignore
The last day of summer in the Northern Hemisphere was September 22nd, and cooler temperatures will surely be welcomed by many
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White papersLISTED INFRASTRUCTURE: Three win/win opportunities for investors and society in the U.S.
The electric grid is increasingly vulnerable to damage from storms and other natural events such as wildfires. Hardening the grid is therefore a major focus for utility companies in the U.S. today.
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White papersRESILIENT HOUSING: Greater demand, lower risk, recession resistant
The U.S. residential rental market has demonstrated remarkable strength since the pandemic. All types of housing, including traditional multifamily, single-family rental, and manufactured housing, have exhibited strong occupancies, collections, and rent growth. Furthermore, all price points, from luxury to lower end, and locations, both urban to suburban, are experiencing success in these key operating metrics.
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White papers
Real Estate sector report
The apartment market remains a top performer among all property types though mid-year 2022. Demand continues to drive down vacancy rates in most regions, with a nascent recovery emerging within larger coastal gateway cities.
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White papersPoised for growth
Despite a surge in investor interest, UK life sciences remains a very niche real estate sub-sector. For the investment proposition to stack-up, the underlying occupier fundamentals must repay the risks associated with investing in an emerging sector.
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White papersHow do you decarbonise transport - and why should investors care?
The transport sector, particularly in emerging markets, is extremely difficult to decarbonise. As governments recognise the need to act with more urgency, investment opportunities are appearing.
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White papersEuropean Real Estate Debt Markets Re-align
5-year swap rates have pushed all-in real estate interest rates to over 4%, their highest levels since 2013. This has been triggered by record high inflation, central bank rate hikes, and uncertainty on the macroeconomic outlook.
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White papersNext Wave of Physical Climate Risk
For any remaining sceptics, 2022 post-Covid summer has further confirmed that climate change is for real with new record length droughts, forest fires and the Rhine river at risk of running too low for commercial shipping.
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White papersHow will real estate emerge in 2022?
Describe the effect the rising interest-rate environment is having on real estate.
