Real Assets – Page 33
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White papers2024 European Outlook: Repricing Triggers Revival
Which Sectors Will Recover First In The Upcoming Cycle?
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White papers2024 Global Real Estate Outlook Podcast
How will higher rates impact real estate markets in 2024? Will valuations finally become more clear? And is real estate debt poised to shine in the year ahead? Our panel of experts from the U.S., Europe, & Australia answer these questions and more in this special outlook episode.
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White papersGlobal Real Estate Outlook: Negotiating higher rates and other new paradigms
‘Higher for longer’ interest rates mean global real estate markets are negotiating a new paradigm. Investors can no longer rely on value growth to drive performance, but could other return drivers compensate? We explore the stand-out opportunities and potential traps that need to be factored in.
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White papersJapan Insights - Real estate markets: a watershed year in the making
Japan is at the critical juncture of breaking out from its three decades of stagnation. Nominal growth is returning. The outlook is not set in stone, but the current wage-price dynamics look promising and supportive. We expect any policy adjustments during this transition period to be slow and steady.
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White papersSchroders Capital Investment outlook: real estate
This Investment Outlook for real estate summarises our experts’ views on the risks and opportunities in real estate markets around the world. We explore conviction themes and the investment strategies we’re using to exploit the opportunities that they provide.
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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 pursue the strategy. Significant capital has since been raised, but very little of it has been invested to date.
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White papersBifurcation and more: the year ahead for real estate
The past year has been marked by volatility and uncertainty in capital markets. But at least so far many, if not most, real estate occupier markets have proven resilient. But this dynamic is at a critical juncture.
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White papersEuropean self-storage steps into the limelight
Long considered a niche sector in European real estate, self-storage has attracted growing interest from institutional investors since the pandemic.
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White papersImpact investing is ‘here to stay’
Risk and return used to be the two key factors dictating investment decisions. A third equally important dimension – impact – is now incorporated into decision-making.
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White papersInvestment Outlook 2024: Real Estate
In our Schroders Capital Investment Outlook webinar series, our experts guide you through investing across all asset classes of private markets. Hear our Real Estate experts’ insights.
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White papersReal Estate Outlook – Europe, Edition November 2023: Are we there yet?
The economy in the eurozone is weakening but still holding up better than expected. After two quarters of meagre growth of 0.1%, the 3Q23 GDP for the region contracted by -0.1%. The purchasing managers’ index (PMI) survey results, with five consecutive readings below the neutral threshold of 50, resulting in a three-year low of 46.5 in October, suggest an even weaker start to 4Q23.
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White papersReal Estate Outlook – US, Edition November 2023: Looking for respite
”Downturns are rare in private commercial real estate, but repricing and reduced buyer pools create opportunities for investors willing to accept more risk today for higher reward during recovery.”
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White papersReal Estate Outlook – Global, Edition November 2023: Ongoing price adjustment
“Real estate capital values continue to edge lower, with the US lagging Europe, and APAC little impacted as Japanese interest rates remain on hold. Transaction activity remains muted while lending conditions have tightened. This is creating attractive opportunities for real estate-backed debt, such as bridging loans.”
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White papersReal Estate Outlook – APAC, Edition November 2023: Navigating choppy waters
“Macro is likely to lose momentum further given restrictive monetary policy. More cap rate expansions are forthcoming with rates staying higher for longer. There are more risk factors to consider, and investors should stay selective in strong thematic plays.”
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White papersPrimonial Reim Real Estate Convictions 2023 – Q3
An Asset Manager’s View of the European Real Estate Markets
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White papersIlliquidity premia in real assets: Q3 2023
Our real assets research team crunch the data to see how evolving macro conditions are reflected in private market returns.
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White papersIPM – Edition November 2023: Our semi-annual insights into private market
As we approach the end of 2023, markets are grappling with competing dynamics. US President Harry S Truman once quipped, “Bring me a one-handed Economist. All my Economists say, ‘on the one hand… on the other’.” Seventy years later, investors have more data, faster information flow and yet face similar complexities when trying to foretell the future.
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White papersISA Outlook 2024: The global view
Searching for peak interest rates, solving the capital stack equation, winning sectors coming off the boil and moving beyond bifurcation in the market. How should institutional real estate investors approach the new year?
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White papersISA Outlook 2024: North America – healing … gradually
In the North America chapter of ISA Outlook 2024, we discuss how our key global themes apply in the context of the United States and Canada. Property markets in both countries spent much – if not most – of 2023 wondering when the US and Canada would hit their peak rates. At the time of writing, the answer to that question remains uncertain.
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White papersISA Outlook 2024: Europe – getting ready to go
In this chapter of the ISA Outlook 2024, we discuss how our key global themes apply in a European context. While property markets in Europe spent much – if not most – of 2023 in a waiting mode, rebased prices and strong fundamentals in many sectors suggest the time for action is drawing closer.
