Real Assets – Page 41
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Are pension funds set to flex their financial muscle in climate fight?
Pension allocations to climate funds - including in the private assets sphere - are likely to increase dramatically, with potentially vital consequences in the real world.
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ESG Themes Take Center Stage
Real estate has been at the centre of the broader Environment, Social, and Governance (ESG) movement, which includes social and governance priorities alongside environmental ones.
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Our Net Zero Carbon Pathway
There is no doubt that commercial real estate is entering a period of transition, one in which sustainability and commercial performance will become synonymous. The sustainability credentials of assets and funds will be subject to greater scrutiny by regulators, investors and occupiers. Those slow off the mark will find it difficult to protect and create value.
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Demographics of Migration - ISA2022 Insight Report
LaSalle’s survey of migration demographics Great migrations have contributed to the rise of cities for many centuries. The push and pull factors in the 2020s are not unlike those experienced in history: including pandemics, wars, socio-economic factors, and immigration policies. In our survey of current migration patterns, we discover great variety around the world. Key findings are summarized below:
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The moment of truth for office as workers begin their return
A greatly uneven pattern is unfolding globally as staff make their way back to the office. With data on office utilization hard to come by globally, non-traditional datasets can help shed light on how the return to the office is taking shape.
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Global real estate markets: rich valuations, but not a source of systemic risk
Among the legacies of the Covid-19 crisis, we have – first and foremost – the surfacing of a renewed inflation regime. Signs of this trend emerged in 2021, with price rises not seen for decades across the world. This dynamic has been compounded by the Russia-Ukraine war, which has significantly hiked energy prices and exacerbated pre-existing supply-chain bottlenecks.
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Are investors right to look to UK real estate amid rising inflation?
UK real estate has seen increased interest from investors seeking shelter from rising inflation. We look at the strengths and weaknesses of the strategy and point out what investors should look out for.
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White papers
Are investors right to look to UK real estate amid rising inflation?
UK real estate has seen increased interest from investors seeking shelter from rising inflation. We look at the strengths and weaknesses of the strategy and point out what investors should look out for.
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White papers
Europe: a hot spot in the fast-moving world of data centres
When it comes to data centres, the speed of evolution of the market might be best demonstrated by considering the incredible increase in data used in our everyday lives. Today, more data is created in an hour than was produced in an entire year two decades ago. By 2025, the sum of generated data will eclipse 175 Zettabytes (ZB), up from only 18ZB in 2015.
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Financing Europe’s clean energy transition
As investment in key infrastructure in Western Europe has increased in recent years, so too has the need for financing to support clean energy projects. What is green energy credit and how can it support the transition to a low carbon economy, particularly in Western Europe?
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Riding the demographic wave
Senior housing. Demand for this property type is driven by predictable, long-term demographic trends. The sector also has other appealing fundamentals, including an attractive income return and greater opportunities for value creation than in many other sectors. This is particularly true in Europe.
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2022 European Mid-Year Outlook: Dealing with Double Trouble
Even though governments have successfully limited the pandemic’s long term economic impact, the conflict in Ukraine poses an unexpected new challenge for markets.
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Exclusive: Pro-invest’s Shantha de Silva on boutique brands and the power of principles
With Australia’s borders open once again and hopes high that tourism will rebound quickly, many hotel groups are investing in soft and boutique brands. Pro-invest Hotels Director of Operations, Shantha de Silva, explains the importance of creating a portfolio of hotels and brands that reflects company values.
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Real estate: Going against the crowd
The pandemic has been a positive catalyst for some sectors, like logistics, but those associated with an agglomeration of people, including retail, hospitality and leisure, have been at the sharp end. This has created a pricing opportunity for investors that are prepared to invest against rather than with the crowd into sectors like hotels, which have suffered as a result of forced closures.
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Private Commercial Real Estate Debt: A higher yielding alternative to investment grade bonds
Amid an environment of historically low government bond yields, institutional investors are increasing their strategic asset allocation towards alternative asset classes, which are typically less correlated to traditional investments and are able to deliver a premium over traditional fixed income.
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Resilience and Transition: Infrastructure Outlook
As major investors of pension capital, we see a number of emerging investment opportunities that can generate positive returns while contributing to the resilience of infrastructure assets that working people rely on every day.
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Inflation: considerations for real assets
Inflation concerns have been front and centre in conversation for global investors and consumers alike in recent months. Since the beginning of the pandemic, supply-side constraints in the face of strong demand have created disequilibrium, driving inflation higher, and now the conflict in Eastern Europe will likely exacerbate that risk by boosting commodity prices further.
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Opportunities Persist in European Real Estate Despite Geopolitics
The duration of the Ukrainian conflict and its macro-economic impact on the rest of the world remains key to assessing market pricing prospects—but the current significant property yield bond spread will soften any fallout. The Barings Real Estate team discusses.
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Upside potential: The case for European real estate
With healthy fundamentals and attractive valuations, European real estate securities, in our opinion, are positioned to deliver meaningful relative real returns despite rising interest rates and slower growth.
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Finding a way to net zero carbon in real estate
The need to transform the built environment for the better in the coming decades marks a key responsibility, and opportunity, for real estate investors. Embracing the transition to net zero carbon is imperative, framed by binding environmental targets and growing demand for green assets by occupiers. Net zero carbon buildings are at the heart of this – but there is currently little market standardisation around what this constitutes in practice.