Real Estate Research – Page 15
-
White papersSchroders Capital Investment Outlook: Real Estate H2 2024
Our latest outlook shares findings from our proprietary valuation framework, which suggests that the sequential opportunity to access the long-term benefits of real estate on an attractive entry basis is now live across key geographies and sectors.
-
White papersISA Briefing: The “Red Sweep” and real estate: has the outlook changed?
The impacts of US presidential elections on financial markets and especially real estate are often overstated, as we have pointed out previously (see our ISA Briefing, “Elections everywhere, all at once”). An excessive focus on the news cycle can distract from important ongoing trends that are not ‘new news’, such as a broad global trend toward cooling inflation. Headlines also tend to accentuate differences, rather than commonalities, between outcomes. For example, regardless of the election result, trends favored greater nearshoring, and both US political parties are hawkish on China.
-
White papersOutlook 2025-2027: Resilient recovery in a challenging environment
The real estate market is recovering resiliently and new opportunities are emerging for institutional investors. However, the investment climate remains challenging. This is the conclusion of Achmea Real Estate’s Outlook 2025 - 2027, the first part of which has just been published.
-
White papersTop 10 with… Interview with our experts on life sciences
With a strong long-term growth potential and a distinct social angle, the life sciences sector is developing at a fast pace. Forward-thinking investors are looking for ways to enter this growing niche sector. But access is selective, and industry expertise isn’t enough to be successful. What does it take?
-
White papersEuropean Sale-Leaseback: A Timely, Strategic Opportunity in Europe
This paper, the third in our series, explores why European Sale and Leaseback (SLB) investments are especially compelling at this point in the economic cycle. With appealing day-one income yields, a strong deal pipeline, and a favourable macroeconomic environment, we believe European SLBs offer an attractive opportunity for investors.
-
White papersA Positive Prognosis for the Healthcare Property Sector
A segment within the Alternative properties sector, healthcare real estate (life sciences, medical facilities, and seniors housing real estate) is benefitting greatly from the growing demand for healthcare research and services fueled by the aging of the massive Baby Boomer age cohort.
-
White papersU.S. Commercial Real Estate Investable Universe Study
The goal of this analysis is to provide investors with a benchmark for the size and scale of the U.S. commercial real estate (CRE) market, individual property sectors and the “institutional” quality portion of the market. Up to this point, published estimates on the size of the commercial real estate investable universe primarily focus on country-level global comparisons, taking a top-down approach to estimate the size of the overall commercial real estate market in each region.
-
White papersThe Endurance of U.S. Rental Housing Investments
Over the past decade, U.S. multifamily has been among the most sought-after sectors by institutional investors due to its necessity characteristic, the underlying strength of property-level fundamentals, and high historic risk-adjusted total returns.
-
White papersUnpacking the $2 trillion wall of maturities
We believe it’s a good time for credit. One reason is a favorable imbalance between demand for capital (which is high) and supply (which is constrained, as traditional lenders have continued to pull out of the commercial real estate market).
-
White papersMarket Update third quarter 2024
The Dutch economy is expected to continue to grow in the third quarter of 2024. The labour market continues to be tight, and real wage growth is anticipated to remain positive, even with an expected rise in the unemployment rate.
-
White papersUK real estate market commentary: November 2024
UK commercial real estate values are now showing signs of a recovery after steep price falls experienced since 2022, set against a muted economic backdrop.
-
White papersEuropean real estate market commentary: November 2024
An increasing number of repriced opportunities are now coming to market, supported by an imbalance of supply versus demand and strong operating fundamentals.
-
White papersAI and its impact on real estate
Artificial intelligence (AI) — what was once a mere buzzword is now reshaping industries and creating an environment ripe with investment opportunities. This transformative force is driving efficiency and innovation across industries and sectors, including real estate. We think AI has the potential to enhance investment processes and add diversity to investment strategies. Asset managers who strategically integrate AI into their operations can gain a competitive edge, and they risk falling behind if they don’t.
-
White papersEuropean real estate market commentary: November 2024
An increasing number of repriced opportunities are now coming to market, supported by an imbalance of supply versus demand and strong operating fundamentals.
-
White papersUK real estate market commentary: November 2024
UK commercial real estate values are now showing signs of a recovery after steep price falls experienced since 2022, set against a muted economic backdrop.
-
White papersEvolving data center sustainability and the role of the capital partner
Data center sustainability practices continue to evolve as forward-thinking data center providers continue to innovate new ways to mitigate their impact.
-
White papersISA Focus: Rebalancing past and present
We regularly receive questions about past property market dislocations and what they might tell us about today, such as: Is office the new retail?, Will the 7+ years it took retail to rebalance be a template for office? and Should we be worried about the wave of supply in US apartments?
-
White papersThe U.S. Office Debt Opportunity
We see a compelling thesis, with multiple complementary investment approaches, forming for investors around the office sector’s current and anticipated capital needs.
-
White papersFilling the Real Estate Funding Void
Real estate loan volumes are down. That’s creating opportunities for private lenders and investors alike.
-
White papers2023 ESG Report
At Hines, we strive to be the best – and most innovative – real estate investment, development, and management firm in the world. Over the years, ESG has become an increasingly critical part of our thinking and planning for the future of Hines.
