Real Assets – Page 71
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White papersReal Estate House View - United Kingdom
Total return over H1 2020 equated to -3.3% compared to +0.3% over H2 2019 based on the MSCI UK quarterly index.
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White papersReal Estate House View - Europe
Covid 19 lockdowns led cars being replaced wit cyclists traversing back streets from Bogota to Barcelona. Extensive pop-up bike lanes have appeared. The current reopening of economies offers society the opportunity to reimagine city transportation.
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White papersTop 10 with… Interview with Benoit Delaby on Real Estate Customized Mandate
The growing appetite for real estate among Ultra High Net Worth (UHNW) investors has grown intensely over the last decade especially after the COVID‐19 crisis. In these uncertain times, the Real Estate Customized Mandates (RECM) business is re-engineering its tailor-made investment solutions in real estate for private clients to make them even more appealing to clients. Benoit Delaby, Head of RECM, explains to us how.
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White papersTop 10 with… Interview with Jim McCandless on Farmland
As a top performing asset class for about a century, farmland has proven time again to have upside growth potential and to be resilient throughout various economic scenarios. It is an essential global asset class tied to food production and more investors are looking to add farmlands into their investment portfolios.
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White papersLiving, working and playing on Hamburg’s waterfront
Hamburg’s HafenCity sets the tone for the European city of the 21st century, meeting challenges that make it a model for sustainable transformation.
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White papersReal estate’s role as an inflation hedge in a post-COVID world
The Federal Reserve’s recent Jackson Hole Symposium has renewed attention on inflation in light of the unprecedented global fiscal and monetary policy response to the COVID-19 pandemic If inflation exceeds capital market expectations, risk assets could underperform. As such, investors should consider assets which may offer some protection against a potential increase in inflation
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White papersAsian Real Estate – A Rare Combination of Higher Yield, Growth and Diversifications
Central Banks are expected to continue at a time when yield orientated assets are under yet more pressure, investors would be wise to re-assess the case for Asian real estate securities.
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White papersReal Estate Outlook – Europe, Edition 3 – 2020
Continuing impacts of COVID-19, but for how long?
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White papersReal Estate Outlook – APAC, Edition 3 – 2020
Slowdown in investment activity. What’s next on the horizon?
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White papersTop 10 with… Interview with Dalibor Maksimovic on Swiss Real Estate Securities
10+ years of quality client service, attractive cash flows and diversification
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White papersEuropean Real Estate Research Quarterly
In the midst of a pandemic, some European real estate sectors are thriving, and should emerge stronger in the end, while others are merely surviving. The Barings Real Estate team weighs in on the shifting opportunity set—and why the overall outlook remains positive.
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White papersReal Estate: flexibility and adaptability in challenging times
The impact of the coronavirus pandemic is being felt across global real estate markets: it has changed the way people live and work. But what does it mean for the future of real estate? And will it thrust challenges already facing the industry into the spotlight?
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White papersAEW Research Flash Report - August 2020
To learn more about the immediate impact of the COVID-19 crisis on the Asia Pacific real estate property markets, we invite you to read a brief update by Asia Pacific’s Director of Research, Glyn Nelson. This report will be distributed intermittently over the following months as the COVID-19 situation evolves and we monitor its impact, real or potential.
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White papersUK Offices “The Future of Offices Post Covid-19”
The current Covid-19 crisis and lockdown raises existential questions for many businesses over their corporate office requirements. With many companies forced to learn first-hand of the benefits (and disadvantages) of ‘flexible’ home-working, what role can offices play in the future?
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White papersSwipe right: The Tinder effect on real estate
It can be hard to perceive how society, and consequently our use of real estate, is changing. Sometimes, major structural trends are hiding in plain sight, says Chris Urwin.
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White papersHigh-Growth U.S. Logistics Hubs: East Coast Industrial Markets On The Move
In the past decade, eastern U.S. industrial markets have gained considerable market share of the collective national trade volume. U.S. West Coast (USWC) port dominance has been gradually eroding as U.S. East Coast (USEC) ports capture more and more eastbound transpacific container trade (Figure 1).
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White papersData Centres: Critical Infrastructure for Digitising Europe
The early days of the digital revolution are over, and the world is transitioning to a newer more powerful paradigm of digitisation. Data is being created at an explosive pace with the total number of bytes produced each day expanding exponentially.
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White papersEuropean Real Estate - Quarterly Research Q2 2020
The Eurozone economy contracted by -3.6% quarter-over-quarter (0.1% for the fourth quarter of 2019) through the first quarter of 2020. With lockdown restrictions only beginning to act as a drag performance in late March, an even steeper decline is forecast for the second quarter of 2020.
