Real Assets – Page 45
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BentallGreenOak’s 2022 Perspective on the U.S
Our outlook for the year ahead is heavily influenced by three key themes: the decline of the pandemic and resultant economic expansion; digitization and technological disruption; and demographics, labor, and housing affordability.
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Infrastructure: a direct route to impact investing
Interview with Gilles Lengaigne, Head of Origination & Corporate Development at Generali Global Infrastructure – part of the Generali Investments’ platform
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Infrastructure debt: The future is green
Sustainability and the energy transition have certainly remained at the forefront of government and public agendas, despite the pandemic. This is particularly true in Europe. It is also true that we’re seeing an increasing emphasis on ESG from institutional investors.
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Embracing the green-tinged premium to futureproof portfolios
By investing in real assets, pension funds are able to support the economy, create jobs and invest directly in assets that support the climate change transition – all while homing in on the prospects of long-term investment returns.
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European alternatives: Will single-family housing eclipse multi-family in the European rental market?
Inevitably, living will become a more globally institutionalised sector, as investors seek security of income, yield stability and rental appreciation, and aided by an investor audience greater aligned than ever before with tomorrow’s world needs.
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Embodied carbon: Why a building’s lifespan matters
As the real estate industry begins to drill down on planning for net zero, awareness is growing around the need to consider buildings’ carbon impact throughout their lifespan, since a net zero energy building does not necessarily equate to zero environmental impact. Could this incentivise investors to commit capex to the renovation of older office space?
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Hotels as the hidden jewel for your ‘beds and sheds’ strategy
Given the disruptive impact COVID-19 is having across all the traditional asset classes, a number of institutional investors are increasingly starting to allocate funds towards alternative asset classes.
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A commitment without compromise Edition Jan 2022 – Sustainable investing in private markets
In this latest edition, we’re proud to claim that for the first time we’ve covered all operations in the history of Real Estate & Private Markets.
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Real assets: The strategic allocation for inflation defense
Allocating to listed real assets may help investors better manage inflation risks—while also enhancing diversification potential and risk-adjusted returns.
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The time for action is now: Incorporating carbon into private markets
Our real assets research analysts explore the whys and wherefores of understanding and managing the carbon footprint of their portfolios.
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U.S. Industrial Real Estate: Will the Outperformance Continue?
Clarion Partners is optimistic about the income growth potential for well-located, high-quality industrial investments.
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Pro-invest Group Annual Sustainability Report - FYE 2021
We are pleased to present to you Pro-invest International Asset Management’s (“Pro-invest”, “Pro-invest Group”, “Group”) Annual Sustainability Report for the Financial Year Ending (FYE) 2021 which discloses our efforts, impacts and progress in relation to various areas of sustainability.
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Private Equity Raises Real Estate Money Too Fast to Spend It
U.S. dry-powder stockpile soars 11% to a record $287.8 billion Blackstone deploys $25.3 billion while raising $33.5 billion
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European long-income real estate: Seeking resilience in an uncertain world
As the trajectory of COVID-19 continues to evolve, Isabel Gossling looks at the implications for European real estate and long-lease strategies.
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U.S. Industrial: Will the Outperformance Continue?
U.S. industrial property has continued to be the best- performing commercial real estate (CRE) sector amidst historically robust demand. Institutional-quality industrial investments have significantly outpaced the overall NCREIF property Index (NPI) index since 2011, as well as the other core CRE property types over recent years.
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Infrastructure: Defensive Growth, or Just Defense?
ClearBridge Investments believe there is room to run for infrastructure in 2022 as the cost of capital has been in a steady decline over the last decade.
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Private Real Estate as a Hedge Against Inflation
Clarion Partners: The U.S. economy looks encouraging heading into 2022 with robust consumer spending and a strong housing market.
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What does inflation mean for real estate investors?
We ask if real estate can help protect portfolios against a sustained period of inflation.
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European Real Estate Debt: Where Next? - Significant Opportunity for Nonbank Lenders to Grow Market Share
The European commercial real estate (CRE) debt market presents a significant opportunity for nonbank lenders to enter and grow market share.
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A Bird’s Eye View of Real Estate Markets - Estimating the Size of Real Estate Markets Around the World
The investment case for holding a portfolio of international real estate remains compelling. The diversification benefits alone make the case as countries grow and evolve in different ways and at different rates. Even in the presence of global shocks such as the COVID-19 pandemic, countries are impacted differently and recover differently.