Real Estate Research – Page 31
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White papersIPM – Edition November 2023: Our semi-annual insights into private market
As we approach the end of 2023, markets are grappling with competing dynamics. US President Harry S Truman once quipped, “Bring me a one-handed Economist. All my Economists say, ‘on the one hand… on the other’.” Seventy years later, investors have more data, faster information flow and yet face similar complexities when trying to foretell the future.
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White papersISA Outlook 2024: The global view
Searching for peak interest rates, solving the capital stack equation, winning sectors coming off the boil and moving beyond bifurcation in the market. How should institutional real estate investors approach the new year?
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White papersISA Outlook 2024: North America – healing … gradually
In the North America chapter of ISA Outlook 2024, we discuss how our key global themes apply in the context of the United States and Canada. Property markets in both countries spent much – if not most – of 2023 wondering when the US and Canada would hit their peak rates. At the time of writing, the answer to that question remains uncertain.
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White papersISA Outlook 2024: Europe – getting ready to go
In this chapter of the ISA Outlook 2024, we discuss how our key global themes apply in a European context. While property markets in Europe spent much – if not most – of 2023 in a waiting mode, rebased prices and strong fundamentals in many sectors suggest the time for action is drawing closer.
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White papersIt isn’t easy going green
Kermit the Frog, the ringmaster of The Muppets – an anarchical cast of puppet characters popular on the silver screen – once lamented in song that ‘it’s not easy being green’. Property owners, managers and developers can sympathise. With governments under pressure to meet the Paris Agreement commitments [climate change goals seeking to limit global warming to 1.5°C], attention is swinging towards the role buildings play in producing carbon dioxide (CO₂).
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White papersUK long lease real estate: A unique access point for new capital
Investment market conditions for UK long lease real estate look more attractive than they have since the GFC. With the retreat of Defined Benefit (DB) pension schemes as well as a rapid repricing of UK real estate in response to interest rate rises, an opportunity has arisen for new sources of capital to access investment grade, inflation-linked cash flows secured against high quality real estate, at what could be attractive value.
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White papersMarket Update third quarter 2023
After two strong, resilient years, the Dutch economy is experiencing a cooling-off in 2023 as a result of significant interest rate hikes by the ECB.
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White papersIdentifying and implementing solutions for the decarbonisation revolution
Revolutions take time. Whether it’s political upheavals, such as the French revolution in the late-19th century or the Bolshevik version in Russia two generations later, or societal transformation, such as the industrial revolution in the 18th and early 19th centuries, the pace of change can seem extremely quick but, in reality, such events are years and lifetimes in the making.
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White papersISA Briefing: Big numbers with big implications
The real estate investable universe in 2023: In an uncertain market, it is tempting to prioritize cyclical questions such as the risk of recession and the path of interest rates over structural topics with longer-run implications. But challenging periods in real estate markets can also be attractive times to build exposure to the asset class.
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White papersTech investing still a priority: Interview with Nicola Goll on technology as the backbone of new business models
Technology is the single most heavily weighted sector for us and this is completely by design, given that it has outperformed other key industries so significantly and for so long.
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White papersThe Real Estate Secondaries Market
The secondaries market is experiencing continued remarkable growth and becoming a prominent segment of the private real estate investment landscape.
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White papersIt’s time to think about nature: Biodiversity and real estate funding
Although the consideration of biodiversity risks remains limited for most assets so far, their longer-term impact is undeniable and needs to be considered when funding real estate.
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White papersPrimonial REIM Germany Perspectives
Global geopolitical tensions have reached a new peak as a result of the war in the Middle East So far, however, it appears that a spillover of the conflict into neighboring countries and direct involvement of the major international powers can be avoided, so that the economic impact in Europe is also low.
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White papersUK real estate: Performance after repricing?
The UK economy: Reduced drag - LGIM expects both the UK and the US to enter recession before the middle of 2024. This forecast positions LGIM at the lower end of consensus, although the absolute reduction in GDP expected is modest compared to previous recessionary periods.
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White papersEuropean residential market: Home, sweet (affordable, green) home?
Rising inflation, soaring energy costs and a gruelling cost-of-living crisis are placing affordability high on the agenda for residential real estate investors.
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White papersSchroders Capital Global Real Estate Lens October 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 papersThe case for European hotel sector investment: Short-term distress and strong long-term fundamentals create value opportunity
The COVID-19 pandemic dealt an unprecedented blow to the hospitality industry. Fortunately, travel has rebounded, and strong fundamentals bode well for the European hotel sector in the medium and long term.
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White papersIPM monthly blog – Edition October 2023: Our monthly insights into private markets
US interest rate expectations have moved higher as the economy has remained robust, leading to the possibility of another interest rate rise and a likelihood that rates will show only small (if any) cuts in 2024. Higher-for-longer rates would be a headwind for real estate markets, though a strong economy is positive for occupier demand.
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White papersAgainst the current: Seeking resilience in real estate equity
A broad-based recovery in UK and European real estate looks unlikely in 2023, but discerning investors can still find value, say Imogen Ebbs and George Fraser-Harding.
