Real Assets – Page 31
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White papersOutlook 2024-2026: Strong Fundamentals Offer Perspective
The real estate investment market has experienced a turbulent year with significantly negative returns. The contrast with the user market is considerable, given the high demand for quality and sustainable real estate.
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White papersListed REITs 2024 Outlook
After lagging equities the past two years, REITs offer an attractive investment opportunity in 2024.
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White papersResidential real estate: An attractive entry point for a sector with long term potential
We think the long-term fundamentals of the sector are good and should drive rental growth. The sector is also developing in more countries, with new formats emerging.
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White papersBGO raises €1.38bn for third Europe Secured Lending fund
Global real estate investment firm BGO has closed its third Europe Secured Lending fund with €1.38bn (£1.18bn) in commitments from 40 institutional investors. The fund surpassed its initial target of €1.35bn. This is BGO’s third fund for its Europe Secured Lending business and is a complement to its UK Secured Lending strategy, which raised £1.43bn for its third fund at the end of 2023.
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White papersUK real estate market commentary: January 2024
The UK economy faces challenges, including the high cost of living and monetary tightening. However, there are signs of improvement. Oliver Kummerfeldt, Head of European Real Estate Research, discusses the economic landscape and provides insights for decision-making in real estate investments.
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White papersEuropean real estate market commentary: January 2024
The Eurozone’s economic momentum remains weak, with declining GDP and recessionary levels of activity. However, the real estate market shows resilience in certain sectors. Oliver Kummerfeldt, Head of European Real Estate Research, explains how the Eurozone economy is expected to gradually pick up in 2024.
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White papersUK real estate market commentary: January 2024
The UK economy faces challenges, including the high cost of living and monetary tightening. However, there are signs of improvement. Oliver Kummerfeldt, Head of European Real Estate Research, discusses the economic landscape and provides insights for decision-making in real estate investments.
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White papersEuropean Hotel Sector: Identifying opportunities for value creation
A combination of strong fundamentals and pockets of distress presents unique opportunities for investment in the European hotel sector. (Explore the investment case in detail in our first paper in this series.)
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White papersEurope’s Retail Renaissance
Europe retail reboots: location, adaptation, & integrated models unlock value. Dive into the post-pandemic boom.
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White papersPrivate Markets Investment Outlook Q1 2024: New year, new opportunities
As developed market interest rates show signs of peaking and private market activity has been in a slowdown phase in recent quarters, we see attractive new investment opportunities across private markets. These are particularly appealing when they align with the global 3D Reset theme and the artificial intelligence (AI) revolution.
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White papers2024 REAL ESTATE OUTLOOK: Threading the eye of the needle
The global economy is finely balanced with the push of high interest rates colliding with the pull of strong labor markets.
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White papersAffordable rents: how do we assess the European market?
What does ‘affordable’ housing really mean? Read more about our analysis
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White papersPrivate Markets: Enhancing your portfolio
Private markets, which include unlisted investments in real estate, infrastructure, private credit and private equity can be accessed through a wide range of strategies, solutions and assets.
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White papersInstitutional farmland ownership: facilitating the separation of farming operations from its capital base
Institutional investment in farmland is popularly perceived as one of the contributing factors to the consolidation occurring within the agricultural industry, a misconception which deserves scrutiny.
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White papersGRE Real Estate Bulletin - 2023 Q4
Market conditions are gradually improving but remain puzzling
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White papers2024 Real Estate Outlook: Cause for Optimism
While the global economy continues to face challenges, the anticipated decline in interest rates and the resilience of fundamentals in many sectors provide reasons for optimism: it’s the time to protect core assets while actively pursuing opportunities in value-add strategies.
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White papersTop 10 questions real estate markets in 2024: Is there light at the end of the tunnel?
Last year, we were faced with prolonged high inflation, sharp interest rate hikes and a weak economy, with looming fears of recession.
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White papersA blueprint for ultra-sustainable logistics assets
The real estate sector is responsible for approximately 40% of global carbon dioxide emissions, according to United Nations data, with 70% produced by building operations and the remaining 30% being a consequence of construction activity.
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White papersThe eagle has landed: Art installation creates a buzz in Potsdam
As part of PATRIZIA’s mission to ‘build communities and sustainable futures’, the company seeks to enhance the quality of life for future generations and transform cities into vibrant, community-focused spaces.
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White papersThe smart value-add investor – 2024 edition
When the market turned decidedly negative in early 2022, the strong value-add investment opportunity in the wake of the global financial crisis (GFC) came back to mind for many and inspired a number of real estate players to repeat that success. Substantial amounts of capital have since been raised, but very little of it has been invested to date.
