Real Assets – Page 4
-
White papers
Managing 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.
-
White papers
PATRIZIA’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.
-
White papers
Investing 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.
-
White papers
Natural 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.
-
White papers
Active 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.
-
White papers
The 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.
-
White papers
An entry point for Private Equity Real Estate in 2024
The past 12 months have been challenging for commercial real estate. Despite economic growth that is firmly above trend and a robust labor market expansion—both of which tend to predict healthy fundamentals and investment performance—commercial real estate values are down 12.5% from their peak during the current correction that began at the end of 2022
-
White papers
Confirmation Of Our Private Real Estate Market Rebound Forecasts
In discussions since the release of our 2024 Outlook in Nov-23, many questioned our projected rebound for the European private real estate markets. This report presents supporting analyses to confirm that we remain comfortable with our outlook.
-
White papers
Smart water networks to battle leaks and droughts in the UK
Picture the scene. Your garden is wilting because of a hosepipe ban introduced as a drought takes hold. Meanwhile, a broken water main at the end of the street is gushing, forcing the local primary school to close for a day before it was fixed.
-
White papers
Schroders Capital Global Real Estate Lens January 2024: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
-
White papers
Private real estate set up for attractive early cycle returns
REITs bottomed in late 2023 — signaling the private real estate bottom in 2024–2025
-
White papers
European Hotel Sector: 2024 Outlook
The European hotel market rebounded strongly after the COVID-19 pandemic (explore past performance in detail in our first paper in this series).
-
White papers
U.S. Real Estate Market Outlook: Lifting Fog
At the start of 2023, economists believed there was a 63% probability that a recession would occur during the year (many estimated that the U.S. was already in a recession). The path of inflation was uncertain, as was the impact of higher interest rates on consumers and U.S. businesses. The war in Ukraine was also relatively new, causing heightened geopolitical uncertainty and energy market volatility, further pressuring economic growth.
-
White papers
IPM monthly blog – Edition January 2024: Our monthly insights into private markets
Interest rates are key for real estate performance and market expectations have been volatile, moving to a higher-for-longer narrative last October as war started in the Middle East, before falling sharply in December following dovish comments from the Fed and then being tempered in January as inflation showed a small uptick.
-
White papers
Making Impact | London
We launched the first report in our ‘Making Impact’ research series to a full house at The British Library, King’s Cross, on 23rd January 2024.
-
White papers
Outlook 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.
-
White papers
Listed REITs 2024 Outlook
After lagging equities the past two years, REITs offer an attractive investment opportunity in 2024.
-
White papers
Residential 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.
-
White papers
Australian Real Asset Review Q1 2024
Dexus Research’s Australian Real Asset Review Q1 2024 describes the key trends in Australia’s main real asset markets including commercial real estate, healthcare and infrastructure.
-
White papers
2024 Global Public Real Estate Outlook Report
We believe REIT share prices are ready to take off in 2024 after patiently awaiting their turn on the runway for the better part of two years.