Real Estate Research – Page 30
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White papersSchroders Capital Global Real Estate Lens November 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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White papersSwiss real estate insights: Attractive despite changes in conditions
Although concepts like inflation and interest rates had nearly been forgotten in the past decade, we have been reminded of them in dramatic fashion over the last 18 months.
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White papersKeynote interview: Building climate risk into real estate investment decisions
Craig Morey, Climate Lead for Real Estate at Schroders Capital, examines the sector’s progress toward incorporating the physical risks of climate change into financial models, in an article originally published by PERE magazine.
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White papers2023 update - Real estate equity: Net-zero carbon roadmap
The direct environmental, social and economic impacts of climate change are increasingly affecting many parts of the world. Avoiding a climate catastrophe is of paramount importance and represents a huge global challenge requiring concerted efforts by all parts of society.
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White papers2024 European Outlook: Repricing Triggers Revival
Which Sectors Will Recover First In The Upcoming Cycle?
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White papers2024 Global Real Estate Outlook Podcast
How will higher rates impact real estate markets in 2024? Will valuations finally become more clear? And is real estate debt poised to shine in the year ahead? Our panel of experts from the U.S., Europe, & Australia answer these questions and more in this special outlook episode.
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White papersGlobal Real Estate Outlook: Negotiating higher rates and other new paradigms
‘Higher for longer’ interest rates mean global real estate markets are negotiating a new paradigm. Investors can no longer rely on value growth to drive performance, but could other return drivers compensate? We explore the stand-out opportunities and potential traps that need to be factored in.
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White papersJapan Insights - Real estate markets: a watershed year in the making
Japan is at the critical juncture of breaking out from its three decades of stagnation. Nominal growth is returning. The outlook is not set in stone, but the current wage-price dynamics look promising and supportive. We expect any policy adjustments during this transition period to be slow and steady.
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White papersSchroders Capital Investment outlook: real estate
This Investment Outlook for real estate summarises our experts’ views on the risks and opportunities in real estate markets around the world. We explore conviction themes and the investment strategies we’re using to exploit the opportunities that they provide.
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White papersThe smart value-add investor – 2024 edition
When the market turned decidedly negative in early 2022, the strong value-add investment opportunity in the wake of the global financial crisis (GFC) came back to mind for many and inspired a number of real estate players to pursue the strategy. Significant capital has since been raised, but very little of it has been invested to date.
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White papersBifurcation and more: the year ahead for real estate
The past year has been marked by volatility and uncertainty in capital markets. But at least so far many, if not most, real estate occupier markets have proven resilient. But this dynamic is at a critical juncture.
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White papersEuropean self-storage steps into the limelight
Long considered a niche sector in European real estate, self-storage has attracted growing interest from institutional investors since the pandemic.
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White papersImpact investing is ‘here to stay’
Risk and return used to be the two key factors dictating investment decisions. A third equally important dimension – impact – is now incorporated into decision-making.
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White papersInvestment Outlook 2024: Real Estate
In our Schroders Capital Investment Outlook webinar series, our experts guide you through investing across all asset classes of private markets. Hear our Real Estate experts’ insights.
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White papersReal Estate Outlook – Europe, Edition November 2023: Are we there yet?
The economy in the eurozone is weakening but still holding up better than expected. After two quarters of meagre growth of 0.1%, the 3Q23 GDP for the region contracted by -0.1%. The purchasing managers’ index (PMI) survey results, with five consecutive readings below the neutral threshold of 50, resulting in a three-year low of 46.5 in October, suggest an even weaker start to 4Q23.
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White papersReal Estate Outlook – US, Edition November 2023: Looking for respite
”Downturns are rare in private commercial real estate, but repricing and reduced buyer pools create opportunities for investors willing to accept more risk today for higher reward during recovery.”
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White papersReal Estate Outlook – Global, Edition November 2023: Ongoing price adjustment
“Real estate capital values continue to edge lower, with the US lagging Europe, and APAC little impacted as Japanese interest rates remain on hold. Transaction activity remains muted while lending conditions have tightened. This is creating attractive opportunities for real estate-backed debt, such as bridging loans.”
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White papersReal Estate Outlook – APAC, Edition November 2023: Navigating choppy waters
“Macro is likely to lose momentum further given restrictive monetary policy. More cap rate expansions are forthcoming with rates staying higher for longer. There are more risk factors to consider, and investors should stay selective in strong thematic plays.”
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White papersPrimonial Reim Real Estate Convictions 2023 – Q3
An Asset Manager’s View of the European Real Estate Markets
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White papersIlliquidity premia in real assets: Q3 2023
Our real assets research team crunch the data to see how evolving macro conditions are reflected in private market returns.
