Real Assets – Page 48
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Retail – a post-pandemic lease of life?
2020 was considered the retail sector’s annus horribilis as COVID-19 led to a global consumption shock as shops closed their doors because of national lockdown policies.
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The More Things Change, the More They Stay the Same
Core CMLs can offer a number of benefits to insurance investors—from a material spread premium over similarly rated corporates, to low historical defaults and delinquency rates, to diversification.
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How to build an office: Post-pandemic
Watch our video to find out how offices can provide a powerful tool in boosting productivity, and attracting and retaining the best talent.
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The complexity premium in real estate debt
The withdrawal of banks from property debt markets has sharpened the appeal for investors, who can benefit from both an illiquidity premium and the less widely understood “complexity premium”.
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What are the risks in high yield real estate debt?
The high returns of high yield real estate debt are attracting more and more investors. For investors less familiar with the asset class, we explain the key risks and how to manage them.
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Uneven Recovery Broadens and Gains Pace
The surge in economic activity is flowing through to the U.S. property markets, albeit unevenly and with its usual lag. The Barings Real Estate team weighs in.
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Is Real Estate An Effective Inflation Hedge?
Long-term sector structural trends in demographics, technological change and ESG are key to long-term income growth—and therefore capital flows and pricing. The Barings Real Estate team weighs in.
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The More Things Change, the More They Stay the Same
Core CMLs can offer a number of benefits to insurance investors—from a material spread premium over similarly rated corporates, to low historical defaults and delinquency rates, to diversification.
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US Housing: Boom Or Bust Or Somewhere In Between?
Following the pandemic, housing demand has been robust due to steady household formation and elevated homeownership levels.
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Achieving “The Great Return” - Practical steps for office owners, operators and corporate occupiers
The large-scale and unexpected social experiment of enforced working-from-home (WFH) has done far more than accelerate the pre-COVID trend of flexible working. It has irreversibly altered the relationship between people, work and their place of business, ultimately shaking the foundations of the status headquarters.
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Measuring the mythical: Quantifying the green premium in real estate
The green premium is an elusive concept. Laurence Monnier reviews the academic literature and crunches some numbers to try and quantify the extra pricing power afforded by more sustainable commercial properties.
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U.S.: Investing in the MiMis (Millennials & Middle Income Households)
In 2019, we studied the income segments for renter households to ascertain the demographic driver for the multifamily industry. Since then, the country has endured an unexpected recession caused by a global pandemic, which has disrupted the economy but ultimately reinforced underlying trends.
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US Multifamily Investment Opportunity Post-Covid
Clarion Partners: Rental housing in the United States has consistently seen increased demand from institutional real estate investors.
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LaSalle Investment Management: Building a €1.2 bn pan-European real estate fund
LaSalle are celebrating the tenth anniversary of their flagship open-ended pan-European fund; LaSalle E-REGI which has developed a robust and impressive history in the last decade. The Fund has a well-diversified core portfolio with a proven track record and strong sustainability credentials, unique investment characteristics and excellent performance which has exceeded €1 billion gross asset value.
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Building a better world one asset at a time
As featured in PERE’s 2021 impact investing roundtable, Angela Goodings, Research Director, Strategic Insights, discusses with other participants the rise of impact investing and how firms are differentiating themselves from the crowd.
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How to assess social value: Guidance from Hatch
Asset managers of many different hues claim they are thinking harder about their social role: the ‘S’ in ESG. But evaluating social value generated from investment decisions is not straightforward, as consultant Dr Kelly Watson from Hatch explains.
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Data Centres: Unlocking value in Existing Assets
It’s no secret that our lives have become increasingly dependent on data, whether we use it to be entertained, communicate with coworkers, or send messages to friends and family.
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Infrastructure’s mid-market: well-positioned for the post-pandemic recovery?
In their quest for dependable, long-term income, investors have increased allocations to infrastructure assets. This has fuelled competition for large-sized deals. By contrast, the mid-market remains less crowded and, at the same time, the number of opportunities continues to grow.
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Shot in the arm for industrial
COVID-19 hit the global economy hard in 2020 with real estate not immune. But certain sectors such as industrial have been resilient and even benefited during and coming out of this downswing.
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Data Centres | Special bulletins
Once seen as a niche sector within real estate, data centres have come to the forefront as real estate investors recognise how the surging need for data storage and processing is creating demand for high quality data centre real estate. As businesses, consumers, and new technologies use ever-increasing amounts of data, these facilities have become the cornerstone of the information economy.