Real Estate Research – Page 13
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White papers2024 timberland investment performance set to meet or exceed 2023
Last year’s U.S. private timberland investments look likely to overtake their previous year’s performance. As we await full-year reporting inclusive of annual valuations through appraisals or market transactions, this performance could offer an indication of what to expect for 2025.
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White papersPrivate markets and the data revolution: Challenges, solutions, and the future with AI
To conclude our 2024 Private Markets Study series, we gathered a panel of industry specialists from the financial services and technology sectors to analyze how LPs and GPs are tackling data challenges, evolving their strategies, and leveraging AI to transform private markets.
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White papers2025 Real Estate Outlook: Tipping Point
The post-COVID years have been characterized by dramatic shifts in economic conditions, capital markets and the geopolitical landscape. No two years have been quite the same, and uncertainty in the outlook for the economy in general, and commercial real estate in particular, has been historically elevated.
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White papersInfographic: How to access the real estate opportunity
This visual explainer provides an overview of the key features of private real estate and the investment opportunities for investors.
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White papersAlt+Shift: Expanding Options In Alternative Property Types
Two to three decades ago, access to alternative property types was largely limited to indirect investments through the public REIT market.
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White papersThought paper on light industrial as a real estate asset class 2024
During the last 10-15 years, there have been a number of macro trends driving the growth in the logistics and industrial markets from both a capital and occupier markets perspective. The first big tailwind for the sector was the rise of E-commerce, which was boosted further by the recent COVID pandemic and respective lock downs that reinforced the online shopping trend.
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White papersThought paper on European private real estate debt 2024
More than a year has passed since we published our first Thought Paper on the European Private Real Estate Debt Market in June 2023. In that paper, we explained the general market environment for commercial real estate lending, its growth drivers and our investment beliefs for private real estate debt investments considering the structural changes and the dislocations in European property and financing markets.
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White papersEasier financial conditions lift expectations of a recovery in commercial real estate
The outlook for the commercial real estate market has improved in 2024. Economic growth ticked up in early 2024 and although projections have been adjusted downwards during the second half of the year, the faster than expected reduction in inflation has had a positive effect on investor interest. Global central banks began to unwind their monetary policy tightening, beginning with the ECB in June, the Bank of England in August, and the US Federal Reserve in September.
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White papersCOP29 and related announcements set the stage for the expansion of high-integrity carbon markets
Decisions made at and around the UN Climate Conference (COP29) in Baku reinforce the key role that carbon markets fueled by private capital will play in facilitating global ambitions to counter climate change.
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White papersPitfalls & Mitigants of Climate Assessment Software
Physical climate risk incorporates two broad hazard categorizations: acute and chronic. Climate risk software and analysis tools typically forecast each hazard individually and across multiple timeframes and scenarios.
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White papersWaterways Ireland and IPUT Real Estate announce public realm investment along banks of Dublin’s Grand Canal
Waterways Ireland and IPUT Real Estate Dublin announce a public-private partnership to upgrade the public realm along Dublin’s Grand Canal between Leeson and Baggot Street bridges on the northern towpath along Wilton Terrace. The project is being co-funded by Waterways Ireland and IPUT Real Estate Dublin, Ireland’s leading commercial property company.
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White papersBridging the gap between the UK’s affordable housing crisis and social equity
The first article of the series, we highlight the ever-growing shortage of affordable housing in the UK, resulting in increasing social inequality across the country. Demand for reasonably priced residential accommodation continues to grow but housing associations currently face several challenges that prevent them from delivering sufficient supply and offering a solution on their own. In this article, Christopher Santer, Fund Manager, Positive Impact Investment, Real Estate, outlines the key factors contributing to the UK’s affordable housing crisis and the role private capital can play to help alleviate it.
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White papersTimberland investing with Manulife Investment Management
How have approaches and strategies within sustainable forestry investment changed over the years? What new opportunities and co-benefits are available in addition to the stability and resilience these assets provide?
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White papers40 years of lending lessons
From navigating market crashes to embracing ESG and technology, Adrian Poole and Gregor Bamert reveal how 40 years of real estate debt investing have moulded Aviva Investors’ strategy – and what it takes to stay ahead in a rapidly changing market.
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White papersA New Dawn Seizing Real Estate’s Moment of Opportunity
As we enter 2025, we remain in the midst of a massive transition in the investment landscape. The momentum of the distant past (where unusually low interest rates helped propel growth, asset appreciation, and easy leverage) has long since faded, replaced by a more challenging, higher-interest- rate environment that requires an increasingly strategic, methodical approach.
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White papersTurning the Corner? Commercial Real Estate Themes for 2025
As major central banks lower interest rates, is the prolonged and painful downturn in commercial real estate (CRE) finally coming to an end? Yes, at least in some sectors, according to senior investors from PIMCO’s commercial real estate platform. In a recent roundtable discussion, they emphasized that recovery will likely be slow and uneven, requiring a strategic focus on specific geographies and sectors, along with a considered choice between debt and equity investments.
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White papersWhy Australia: A Growth Inflection Point
This is the second edition of Charter Hall’s Why Australia report, a leading thought leadership paper published annually.
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White papersThe cold storage sector comes with challenges but offers valuable opportunities
The future of cold storage is bright, as increasing global demand for fresh and frozen food products place this asset class in an irreplaceable position on the global supply chain. In an interview with IREI, Jonathan Epstein, managing partner at BGO, discussed the outlook for cold storage, barriers to entering its market, and suggestions on investing in this emerging sector.
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White papersFront runners: The property types more likely to benefit from rising AI adoption
In the first installment of our artificial intelligence (AI) and real estate series, we introduce a framework to analyze the impact of the rising adoption of AI technologies on the commercial real estate environment.
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White papers2025 Global Real Estate Outlook: Is property at a turning point?
As we look towards what 2025 holds and the opportunities it will afford in real estate, it is worth first reflecting on the past 12 months. We have seen elections in major economies around the world and changes in human behaviour in response to evolving structural thematics, all of which have and will continue to impact in a plethora of ways. We saw inflation spiral, and the heightened cost of debt held back investment activity as ‘bid:ask’ spreads widened and real estate prices fell.
