Real Estate Research – Page 12
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White papersSchroders Capital Global Real Estate Lens Q1 2025: your go-to guide to global property markets
In our quarterly Global Real Estate Lens, we identified that deal activity picked up at the end of 2024, reflecting improving sentiment, and despite continued macroeconomic headwinds there is now clear evidence of prices recovering following significant falls.
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White papersHoming in on the UK’s build-to-rent sector
How can the build-to-rent sector ease the UK’s housing problems? Read more about our views.
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White papersHow AI and data modeling give real estate investment professionals a new superpower
In the spring of 2020, Las Vegas was a ghost town. With the COVID-19 pandemic in full swing, casinos and restaurants were shut down, sending the city’s unemployment rate soaring to the highest in the nation.
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White papersKeeping pace with evolving markets
LaSalle’s David White and Craig Oram provide insights on navigating the evolving real estate debt markets in the US and Europe.
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White papersPoised for growth: 2025 Inside Real Estate Outlook
We feel that the long-awaited turning point has arrived for commercial real estate.
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White papersTRTPM monthly blog – Edition January 2025
Brighter prospects for 2025, though uncertainties abound
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White papersUK Real Estate: Talking Points January 2025
Welcome to our quarterly snapshot of current real estate market trends, using transparent capital and occupational market data points to summarise key implications for asset allocation and performance prospects.
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White papersRipple effects: The wider impacts of regenerating UK town and city centres
In this second article in our series exploring investment and impact opportunities across the UK real estate landscape, Christopher Santer, Fund Manager, Positive Impact Investment, Real Estate, focuses on the broad-based potential benefits of regeneration projects targeting town and city centres, including the role they can play in helping to address a chronic undersupply of housing in the UK.
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White papers2025 European hotel market outlook
European hotels has been one of the most resilient sectors over the last two years, and we believe it will continue to present a compelling investment case, amid strong fundamentals, widening supply-demand imbalance, and a positive long-term tourism outlook. European hotels represent one of our preferred choices for 2025 alongside global data centers, logistics, and residential sectors.
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White papersRelative value in private markets: Positive but selective
Using proprietary data, our private markets research team compares risk and return across sectors.
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White papersUK real estate market commentary: January 2025
Despite the economic and market turbulence that has followed the Autumn Budget, we continue to see a cyclical buying opportunity focused on key segments that are backed by strong operating fundamentals.
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White papersEuropean real estate market commentary: January 2025
Despite economic sentiment deteriorating in the closing months of 2024, real estate occupier markets remain robust and pricing is stabilising with first signs of selective yield compression, supporting our view of a cyclical buying opportunity in key markets and segments.
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White papersPRI Assessment results for 2024 released
The Principles for Responsible Investment (PRI) have released the 2024 assessment results. This annual assessment measures PRI signatories’ commitment to implementing the six Principles of Responsible Investment in their investment practices and disclosures. These principles aim to promote the integration of ESG considerations into investment decision making, increase accountability and transparent disclosures, and encourage the broader implementation of these principles by the broader investment industry.
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White papersTop 10 questions on real estate markets for 2025
2024 was a year of recovery, with GDP rising across most countries and inflation moderating, albeit remaining volatile. Ultimately, the much hoped-for soft landing was achieved. Improved financial conditions and investor sentiment fed through to a slow pick-up in real estate investment activity. The easing of monetary policy in 2024 has resulted in the prolonged downturn coming to an end. However, we think that the conditions prevailing in the post-GFC era will not be mirrored, with interest rates set to remain elevated and above pre-pandemic levels. We think that 2025 will be a year of progress, as we turn the corner, but that economic and political uncertainties will remain.
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White papersInvesting in Biodiversity
Markets to finance the protection, restoration and sustainable management of nature offer natural capital investors opportunities to improve biodiversity and generate a positive financial return.
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White papersA thematic framework for investing in the nature and climate transition
We’ve identified five broad investment themes that comprehensively address the challenges of climate change and nature loss.
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White papersHines Acquires First Retail Asset in Asia Pacific in Partnership with Haben
Westpoint retail acquisition in Sydney, Australia reflects growing optimism in the sector
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White papersCore real estate: 5 big reasons why it’s back
We found five reasons for calling a turning point in the fortunes of an asset that sits at the heart of many property portfolios. What do you think?
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White papersTop 10 questions on real estate markets for 2025: Exploring key predictions with our experts
2024 was a year of recovery, with GDP rising across most countries and inflation moderating, albeit remaining volatile. Ultimately, the much hoped-for soft landing was achieved. Improved financial conditions and investor sentiment fed through to a slow pick-up in real estate investment activity.
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White papersBuilding value in a ‘brave new world’
Financial markets are adjusting to a new era defined by macroeconomic volatility and elevated uncertainty. We call it the ‘brave new world’. In this new regime, investors can no longer solely rely on high levels of real growth or low interest rates to drive returns. For private markets, this shift emphasizes the importance of value creation through asset transformation and identifying investment themes supported by long-term secular trends. In this paper, we examine the factors influencing our perspective on the evolving macroeconomic landscape and individual asset classes, which inform our relative value investment strategy in this ‘brave new world’.
