Real Assets – Page 69
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Research Blast - Italian real estate market – October 2019
The relation between Italian government bond rates and the local real estate market
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Focus on real asset investing - Income secured on real assets
Investor allocations to real assets are growing, attracted to tangible stores of value and the potential diversification of risk exposure
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Q4 2018 – US QOZ Impact on Real Estate
As part of the 2017 Tax Cuts and Jobs Act of 2017, Congress created a new provision in the tax code to incentivize investment in designated Qualified Opportunity Zones (“QOZs”), lower income areas that would benefit from capital investment and development. Senior Treasury officials estimate that the QOZ tax benefit program could channel over $100 billion of private capital to these emerging areas across the country with the significant potential to positively transform real estate markets across the US. While the tax benefits are substantial, GTIS strongly believes that the underlying real estate opportunities have to stand on their own and provide compelling risk-adjusted returns. QOZ fund sponsors to date have largely focused on a select few urban gateways.
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Q2 2019 US Market Commentary
Global geopolitical headwinds have continued to drive business uncertainty in the US, led by the ongoing trade dispute with China. In response to the trade uncertainty, businesses have postponed fixed-asset investment until greater clarity is established on the potential future global supply chain map. Acting on slowdown in business investment, the Federal Reserve delivered an “insurance” interest rate cut in July, reducing the fed funds rate range by 25 basis points. Long-term yields, which are set by market expectations, have fallen considerably since the November 2018 high, with 30-year mortgage rates falling in tandem.
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Q4 2018 – Brazil Investment Opportunity Overview
The current environment presents a unique opportunity where near-term “smart money” capital and long-term investors are both aligned on Brazil’s future. Illustrating that dynamic, a consensus of economists and strategists ranked Brazil as the top opportunity in 2019 according to year-end Bloomberg survey of investment managers, while long-term-focused foreign direct investment reached a record-high 4.6% of GDP in 2018.
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Q1 2019 – Brazil Economic Outlook
After taking office, newly-elected President Jair Bolsonaro tapped highly-acclaimed, University of Chicago-trained economist Paulo Guedes to head the newly created “Super Ministry” of Economy. Since taking the Ministry of Economy position, Guedes has publicly pushed for a substantial pension reform and a sweeping R$1.0 trillion target privatization program as core tenets of his market-friendly economic policy. The market is now clearly showing a renewed sense of optimism that Brazil is now back on the right track. Consumer and business confidence sharply improved in 2018 as surveys showed an increasing likelihood of a Bolsonaro victory and expectations of continued economic reforms.
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Why REITs, why Principal?
Since their establishment in the U.S. decades ago, publicly traded REITs have offered investors the combined benefit of commercial real estate investment along with the advantages of investing in publicly traded stocks. REITs have grown in size, impact and market acceptance around the world. REITs, REOCs, and other real estate stocks own or operate trillions in real estate assets across all major global markets.
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Commercial Real Estate Tech: A Research and Venture Fund Perspective
The commercial real estate industry is being inundated with new technologies and property technology companies created to improve virtually all aspects of real estate investing and management.
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London: The ultimate city of the future
The rise of the knowledge economy has energised cities which have reinvented themselves as global knowledge capitals, of which London is a prime example.
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Real Estate Summary US Real Estate – Edition 3, 2019
Spreads return to normal, while property sector performance diverges.
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Tapping into Europe’s abundant living sectors
With rising urbanisation and innovation, the world’s largest cities are getting larger and people and places are becoming more interconnected than they’ve ever been. Combined with a shift in perceptions around where we live, work, socialise and retire, the nature of housing is changing and we at M&G Real Estate see abundant potential in the living sectors – comprising student housing, rental apartments and senior living, says Marc Reijnen, Head of Investment and Asset Management for Continental Europe.
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The global warehouse boom: Industrial investment in the U.S. & EU
The logistics industry is a rapidly growing force in the global economy, driving extraordinary demand for warehouse property. In 2018, global industrial transaction volume climbed to a record high of $154 billion, almost 10% of all investment sales.
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European Real Estate Equity: Uncovering Value City by City
Amid an uncertain macroeconomic backdrop, attractive value can still be found within European real estate—but it is important to consider sector and geography, and to partner with an active manager who has the flexibility to invest across different strategies and styles.
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European Real Estate: Late-Cycle Value from Manchester to Munich
Can value still be found (or created) ten years into the European property market cycle? And if so, which sectors, geographies and risk profiles look most compelling? Barings’ Charles Weeks weighs in.
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Real Assets Could Be The Alternative
A call for nimble management in Allocation Views and highlighting a perspective on alternatives.
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Trade wars are here to stay - How can European real estate investors build portfolio resilience?
The Impact Of Rising Protectionism On European Real Estate
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Asia Real Estate Market Outlook - August 2019
Asia Pacific real estate remains resilient despite a challenging macroeconomic backdrop, buoyed by supportive monetary policy as well as the advancement of digital- and knowledge-based economies.
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Real Estate Outlook Eurozone – Edition 2H19 - Retail concerns growing across the eurozone.
Interest rate environment boosts the outlook for returns
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Factor Investing In European Offices Smart - Smart Beta Compared To Traditional Styles Q2 2019
In this report, we apply our new factor investing approach to close to 40 European office markets for the first time. This framework quantifies factors such as Volatility, Liquidity, Quality, Value, Yield and Growth. A comparison of our factor investing results to the traditional “core” and “value-add” investment styles is also provided.