Real Assets – Page 78
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White papersBeyond the CBD: Sweet Spots In the Urban Fringe & Suburbs
The COVID-19 pandemic is unexpected and still rapidly developing globally which will impact the U.S economy and commercial real estate investments. The duration, scale and severity of the outbreak are still unknown. This report represents the views of Clarion Partners as of March 2020 and does not address any impact or potential impact of the pandemic.
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White papersOutlook special – Potential impact of COVID-19 on global real estate markets
COVID-19 is a rapidly evolving scenario with varied impacts on real estate markets, depending on country, market and sector. The impact on property performance will depend heavily on the duration and spread of the virus, which is very uncertain. Occupier demand will be negatively affected, most significantly in retail, leisure and hotels, as movement is restricted and consumer confidence dented. Investment volumes to be lower as real estate market liquidity falls.
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White papersNovel coronavirus – Status of progression
The novel coronavirus (COVID-19) is continuing to spread across the world with an estimated 137,100 infections and almost 5,100 deaths as of March 13, 2020. The World Health Organization has officially designated it as a “pandemic” in order to mobilize maximum government resources globally. Apart from the human cost, global economic output is suffering with the IMF officially lowering its estimate for global growth to 2.6% for 2020, which is close to its stalling speed.
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White papersReal Estate Outlook – APAC, Edition 2020
Mixed fortunes offer up diverse opportunity sets in the next five years.
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White papersBerlin’s New Rent Control Policy
As affordability becomes increasingly challenging in many cities globally, many local governments are looking for strategies to regulate rent growth to control housing costs. In Europe, Berlin has caught global attention by passing legislation to freeze rents for five years.
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White papersReal Assets House View
No one ever said predicting the future was easy, but this report represents our best collective judgement on the current and future investment themes we believe will shape the real assets market.
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White papersInside Real Estate – Annual Strategy Outlook for 2020
The global economy has entered a phase of synchronized, slower growth, where an uncertain geopolitical environment and a weakened manufacturing sector have diminished its ability to withstand shocks. However, as dark as the potential storm clouds may be, we believe that the global economy has more going for than against it and assign a high probability (70%) that the expansion remains intact over the next 12 months.
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White papersNovel coronavirus impact on U.S. commercial real estate
As a leading investor in all four quadrants of commercial real estate, Principal Real Estate Investors is uniquely positioned to assess relative value across the market. With heightening concerns regarding the spread of the novel coronavirus, we wanted to share our current thoughts on the potential impact on U.S. commercial real estate markets. The story is continuing to evolve.
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White papersWhy invest in African agriculture?
There is a compelling case for adding direct exposure to agricultural farmland and commodities for any real assets portfolio. With rising populations globally and increased urbanisation in emerging countries, there is increased importance placed on food security. In addition, trends have developed that have the potential to lead to further long-term price rises in agricultural markets.
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White papersWhen tactical real estate investing becomes strategic
Nuveen Real Estate argues that ignoring structural trends could undermine a cyclical value-add real estate strategy. The firm outlines a different approach, highlighting some of the opportunities in the logistics, office, retail and living sectors.
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White papersAsia: Brighter than expected but cloudy in patches
PERE’s recent Asia roundtable highlighted investors’ increased optimism towards the Asia Pacific market and the opportunities that localised stress points may provide.
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White papersPGIM Real Estate raises nearly $1 billion for Senior Housing Partners VI
PGIM Real Estate has completed its capital raise for Senior Housing Partners VI (SHP VI), with a total of $996 million in commitments, primarily from institutional investors. PGIM Real Estate is the real estate investment business of PGIM, the $1.3 trillion global investment management businesses of Prudential Financial, Inc. (NYSE: PRU).
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White papersA to Z of Responsible Investing across real assets
From affordable housing to zero deforestation, our A to Z of responsible investing practices can help create enduring benefits for clients and communities.
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White papersManaging & Pricing Climate Risk February 2020
As real estate assets face significant climate change related risks, investors are shifting their focus to avoid obsolescence risk.
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White papersIntangible infrastructure: Storing and transmitting data
The emergence of data infrastructure was a defining theme in the last decade. As the sector matures, Laurence Monnier explains why further expansion, consolidation and the development of a secondary market are likely.
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White papersSecure income and green infrastructure: an unlikely marriage?
How to source stable, long-term cashflows with a strong ESG focus
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White papersThree trends to watch in UK long-income real estate
In an era of low interest rates and rising maintenance costs, the benefits of long-income assets within UK real-estate portfolios are hard to ignore. Tim Perry looks at three key trends that are influencing the UK long-income market.
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White papersThink global: which markets have the highest risk of retail disruption?
Retail sales are migrating online and away from physical stores, damaging the investment returns of retail property. The process is underway in all developed retail markets, but the pace of migration is uneven.
