Real Estate Research – Page 4
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White papers
Real Estate: How the future of logistics lies in energy and data
Discover how the logistics sector is transforming into a key player in the green energy transition and data infrastructure. Learn about the trends driving these changes and their implications.
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Geopolitics and life sciences real estate: The impact on supply chains and the role in creating investment opportunities
Earlier this summer, we made the case that the real estate assets meeting the needs of the life sciences industry in Europe had the potential to deliver attractive risk-adjusted returns to investors.
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Real Estate Perspectives
Has Alternative Real Estate Become The New Core Real Estate? We’ve been through a series of repeated crises over the past four years. The unprecedented market context has reshuffled the cards between asset classes, and alternative real estate has emerged on the back of favourable fundamentals.
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European Residential: Unlocking the housing potential
Over the last decade, the European residential market has undergone a profound transformation. Housing demand has consistently outstripped supply in most geographies, resulting in widespread affordability and availability problems.
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ISA Portfolio View 2024
Last year, we released the inaugural edition of LaSalle’s ISA Portfolio View, where we discussed the art and science of portfolio construction and why it matters most when market conditions change suddenly. That was certainly true at the time of last year’s release and remains so today.
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European Hotel Sector: Sustainability is a competitive necessity
Once a competitive advantage, sustainability is now imperative in the European hotel sector. Investors and operators both have responsibilities to be good stewards of the environment and of the communities in which they operate.
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ISA Briefing: A new “golden era” for REITs and real estate?
Listed real estate investment trusts (REITs) have faced a tough two and a half years, driven by the rapid tightening of financial conditions (see LaSalle Macro Quarterly, or LMQ, pg. 13). Sentiment towards REITs has been weighed down not only by the higher interest rate environment, but also by constrained bank lending, a barrage of negative headlines about commercial real estate and REIT underperformance relative to the broader equity market. But, as the saying goes, it’s often darkest before the dawn.
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White papers
Redevco Targets Opportunities in Retail’s ‘Secular Shift’ with €1.0 bln Pan-European Urban Transformation Investment Pipeline
Retail real estate investment markets in Western Europe have taken a battering in recent years from e-commerce and the Covid pandemic, which have contributed to the hollowing out of oversupplied retail High Streets and hit capital values and rental growth.
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White papers
The continued resilience of U.S. affordable housing
As the real estate investment environment continues to navigate challenges, investors are seeking ways to diversify allocations to affordable housing. Impact investment strategies such as affordable housing have long been known for delivering positive social and environmental changes, however, the economic benefits of U.S. affordable housing remain misunderstood by many investors.
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White papers
Navigating Europe’s Data Centre Market
The demand for data and the growth of the data centre market in Europe has been remarkable. Since 2019, the European colocation market has grown at a 24% CAGR, from 1,806MW to 5,833MW by H1 2024.
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White papers
Is it prime for picking?
If you were to write down the combination of factors to create the ideal scenario for value-add investing, it would look remarkably similar to what we see in today’s markets. The alignment of deep repricing, intense liquidity pressures, the need to bridge the debt financing gap, a progressive regulatory environment, a reduced supply pipeline, evolving structural mega-trends and the loosening of interest rates have created a distinct opportunity for investors ready and able to deploy capital into real estate.
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White papers
REITs: On course for a recovery
The onset of the Federal Reserve’s rate cutting cycle is expected to serve as a major catalyst for REITs, boosting valuations as discount rates fall. Historically, REITs have outperformed during similar economic conditions, and sectors with resilient, long-term cash flows are attractive today. Investors seeking real estate exposure should see this period as a compelling opportunity to benefit from REITs’ liquidity and potential for cap rate compression.
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White papers
Shifting Institutional Property Portfolios: Evolution or Revolution?
The composition of institutional investors’ property portfolios has dramatically changed over the past few decades. This is a reflection of wider societal shifts, given that the property industry plays a key role in accommodating changes to how we live, work and play. In particular, long-term changes from shifting demographics to the adoption of new innovations all have a major influence on investors’ objectives—and in turn potential investment outcomes.
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Unlocking the private debt opportunity: my perspective on opportunity and growth
Private debt is at an exciting stage in its development, with momentum building across various sectors as banks continue to scale back from traditional lending roles.
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Attractive opportunities for diversification with private real estate credit
Historically, the best performing investment vintages have often followed periods of distress and volatility. Commercial real estate has experienced a significant downturn since the Federal Reserve (Fed) started raising interest rates in the spring of 2022. However, in our view, the stage is now set for real estate credit to generate attractive income returns with favorable risk tailwinds.
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Top 3 trends and challenges affecting the life sciences industry
What are the potential consequences for real estate investors?
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White papers
Medical outpatient buildings are well-positioned to outperform
Private commercial real estate continues to mature and evolve. In recent years, investors increased exposure to alternative sub-sectors within the asset class that offer unique demand drivers and the potential to outperform core real estate sectors. Healthcare real estate, which includes a diverse set of sub-types including medical outpatient buildings (MOBs) has quickly gained investor interest and for good reason.
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Real Estate House View: United Kingdom - Second half-vear 2024
Economic discourse shifted over the second quarter, following the announcement of an early UK general election on 4 July. Polls were largely suggestive of a landslide victory for Labour. Consequently, the announcement of a Labour win had little impact on financial markets, with sterling, equity markets, and gilt yields broadly unchanged.
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Real Estate House View: Europe - Second half-year 2024
The sharp surge in inflation prompted central banks to implement the most aggressive monetary policy tightening for at least four decades.
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Real Estate House View: Switzerland - Second half-year 2024
The second kev interest rate cut by the SNB in June will enable the downward trend in debt financing costs to continue, although we are not expecting any further cut in interest rates before the end of 2024.