Real Assets – Page 81
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Disruptive change leads to opportunity
Any form of uncertainty is disruptive. The hung parliament result of the June general election, with no party obtaining a majority, created renewed doubt at a time when the electorate needed strong leadership and direction to navigate the complicated process of Brexit.
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Revisiting the Living Sectors: Evidence of Strong Growth and the Potential for More
Our article, “Introducing the Living Sectors: New Investment Targets for Stability and Growth in Europe”, published in the September/October 2015 issue of this publication, outlined the investment case for what we labelled the “Living Sectors” – to our knowledge a new coinage at the time.
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Commercial Mortgage-Backed Securities: Understanding the basics
Investors gained, too. In broad terms, they now had an efficient way to invest in commercial mortgages and an asset class capable of meeting a wide range of risk-return preferences.
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How bad could a trade shock be for the industrial sector?
Globalization’s inexorable forty-year march was dealt a blow by Brexit and the subsequent presidential election in the United States.
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Q1 2017 Single Family Housing Market Update
On the heels of improving economic conditions for households in recent years, the housing market has been robust with strong price appreciation, healthy demand, and a continued need for production.
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The potential impact of the Grenfell Tower on the UK property market
The property world has rightly been under scrutiny since the tragic events at Grenfell Tower.
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Economic and Property Market Outlook: Q2 2017
The British economy made a rather uninspiring start to the year. In Q1 2017 the UK economy grew by 0.2%q/q, a similar growth rate was recorded in Q2 of 0.3% q/q, resulting in the UK economy growing at a slower rate than most advanced economies and the EU area as a whole.
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Real Estate Summary: Edition 1 2017
There has been a gradual political shift towards populism in recent decades.
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APAC Real Estate Outlook: 2H17
Focus on value creation beyond immediate horizon, with eye on counter-cyclical strategies
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First Closing of KGAL's Aviation Fund APF 3
Continued success in infrastructure fund raising for 2017, KGAL has successfully raised more than 1/3 of the target volume for its transportation Aviation Fund APF3
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European Research Monthly Update: Positive private and public pricing signals
Investors are increasingly concerned about record low prime property yields, but there are a number of broader price signals worth considering
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UK Real Estate Market Outlook: July 2017
Economic momentum appears to have continued into 2017, but has been modest – growth in real GDP in the first quarter, at 0.2%, was below expectations.
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UK real estate market commentary: June 2017
The sharp depreciation in sterling since last year’s Brexit vote has pushed up inflation to almost 3% and cut real incomes and consumer spending. While a lower exchange rate ought to boost exports, UK exports have so far been flat, possibly because foreign buyers are concerned about future tariffs.
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Continental European real estate market commentary: June 2017
The eurozone economy appears to have entered a more robust recovery cycle, as faster growth leads to stronger investment. While Emmanuel Macron’s election as French president has improved business confidence across the region, the key to increasing investment has been the steady fall in industrial spare capacity since 2013 combined with low interest rates.
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Cyclical Entry Point In Recovery
In the Q1 2018 Market Commentary, “Cyclical Entry Point in Recovery,” GTIS Research covered the perfect storm of policy errors and external factors that created the current recession, the ensuing recovery, and the outlook on the economy and real estate market. Policy errors under the previous administration coupled with extraordinary factors led to Brazil’s worst economic crisis in recent history.
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Expanding the European Universe
Following our Q1 2017 report, we have now doubled our universe of real estate markets from 50 to 100. This expansion is focused on including the 100 most liquid local European markets.
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UK real estate market commentary: March 2017
The vote to leave the EU has generated different responses from UK business and consumers. Despite the Bank of England’s cut in interest rates and other measures, business investment fell in 2016 and companies have become more cautious about recruitment.
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Continental European real estate market commentary: March 2017
The vote to leave the EU has generated different responses from UK business and consumers. Despite the Bank of England’s cut in interest rates and other measures, business investment fell in 2016 and companies have become more cautious about recruitment.
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The European residential opportunity
Why It Is Now The Right Time To Execute A European Residential Strategy
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Market Insights: Retail Outlook 2017
The outlook for the retail sector will be mixed. Economic and political events are expected to weaken consumer confidence and retail spend, while technological advances will continue to change the dynamics of the sector.