Real Assets – Page 3
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White papersGateway Markets and Core Property Types: Not What They Used to Be
Two commonly used categorizations of commercial real estate investing that emerged or became formalized in the late 1980s and early 1990s include “gateway markets” and “core property types.” They largely help institutional investors like pensions and sovereign wealth funds to understand the types of investments that could have the best liquidity, transparency and expected stable returns.
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White papersGlobal living in focus: Opportunities in housing a generation
Our global living report takes a forensic look at the perennial topic of housing. Housing today’s younger generations is a global challenge that needs to be resolved, but one which offers attractive prospects for investment. We seek to identify where need and opportunity may converge.
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White papersPutting recent commercial real estate debt headlines into perspective
New York Community Bank (NYCB) posted a surprise fourth-quarter loss as it built reserves for commercial real estate (CRE) debt losses, and it cut its dividend by more than 70%, resulting in the greatest-ever-day-over-day decline for the stock (–38%).
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White papers3 Reasons to own listed REITs today
REITs perform well after a Fed pivot and should be part of a long-term asset allocation. Tactical opportunities may emerge as rate/growth expectations remain volatile.
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White papersA closer look at the recent rally in listed REITs
Listed REITs in November posted their 5th best monthly return ever and have continued to rally in December. We believe this shows sentiment has now turned with the Fed’s recent pivot.
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White papers2024 Global Real Estate Outlook
What does 2024 hold for real estate? Financial conditions and global megatrends (demographics, digitisation, deglobalisation and decarbonisation) will continue to influence return potential and sector allocation, affecting different regions in different ways. Both macro and micro lenses are necessary to take advantage of market dislocation and uncover those opportunities that could deliver strong returns.
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White papersInvestment Update: Looking ahead once again
“Looking ahead to 2024, we can take stock of the 2023 investment year”, writes Casper Hesp, director Investment Management in the new Investment Update.
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White papers2024 IGIS Market Outlook
The global CRE contracted in 2023 due to the swift rate hikes. Lowered funding and transaction wolume stemmed primarily from capital cyclical anxieties rather than asset valuation declines.
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White papersMarket Update fourth quarter 2023
After two strong, resilient years, the Dutch economy experienced a cooling-off in 2023. Rate hikes by central banks have proven to be succesful thusfar, with inflation moving back to an acceptable level in the course of 2025.
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White papersWhat’s Shaping the Value-Add Opportunity in European Real Estate?
While investing in European real estate still poses challenges, attractive value opportunities are emerging as we approach a cyclical bottom.
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White papersAI is transforming the data center
Artificial intelligence has been around since the 1950s but has only recently begun to infuse daily life. Driving this evolution is exponential growth in data, advancements in computing architecture and chip performance, and AI’s increasingly broad applicability and accessibility.
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White papersGlobal Cyclical Opportunities
Real estate correction presents unique opportunities. Embrace the paradigm shift with active management, global reach, and sector-specific strategies to capture cyclical value.
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White papersBiodiversity: the next frontier in impact investing
At its core, impact investing links intricately with the preservation of biodiversity. The vitality of ecosystems and survival of numerous species plays a pivotal role in pressing global challenges like climate change and sustainable development.
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White papersManaging healthcare fundamentals and future performance
Over the past decade, the European healthcare sector has become increasingly popular among institutional investors’ portfolio allocations given its rational, property fundamentals and social impacts in line with the United Nations Sustainable Development Goals.
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White papersPATRIZIA’s ESG journey: navigating sustainability with impactful results
Embarking on an ambitious journey in 2022, PATRIZIA set sail towards a sustainable future, embracing a net- zero carbon strategy. As we navigated through 2023, the year marked the full-scale implementation of our commitment, a testament to our unwavering dedication to decarbonising corporate operations and assets under management by 2040.
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White papersInvesting in the power of nature
The crisis facing the world’s biodiversity has become front of mind for policymakers and investors in recent years. Investing in natural capital—the world’s stock of natural resources that combine to yield a flow of benefits—represents an exciting investment innovation that can achieve a range of positive impacts and create opportunities outside of traditional investment silos.
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White papersNatural capital: Increasingly considered a key component of modern investment strategies
Investors are turning their attention to natural capital as the depletion and damage to global natural resources are fast translating to financial risks. Nature has subsidised our growth to its serious detriment, creating another existential threat, inextricably linked with climate change.
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White papersActive management drives sustainable forest value & returns
For generations, forests have been recognised by land managers and local communities for the benefits they provide: clean water, biodiversity, wildlife habitat, microclimate stabilisation, aesthetic beauty, and, when actively managed, the sustainable generation of forest products.
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White papersThe Bright Future for Secondaries
The secondaries market has the potential to provide investors with a number of advantages amid the challenges of the current market.
