Real Estate Research – Page 5
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White papersEuropean real estate market outlook Q2 2024
The outlook for European direct real estate returns is improving each quarter
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White papersGlobal real estate market outlook Q2 2024
The UK, US, and parts of Europe, are expected to lead the recovery.
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White papersIPM monthly blog – Edition April 2024: Our monthly insights into private markets
Second half recovery hinges on rates outlook - The US inflation data has surprised to the upside for three consecutive months. US treasury yields rose as a result and the rest of the world followed.
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White papersCatella European Residential Vision Report 2024 – The Epsilon: From a Mitigation World to an Adaptation World
The Epsilon, or Greek letter ‘E’-shaped trifurcation of real estate investment portfolio valuations along alternative pathways from a decarbonisation ‘tipping point’ was introduced in: ‘The Epsilon Great Transformation of Real Estate Markets’ in our European Residential Vision 2023 report, which aimed to conceptualize the integration of climate change mitigation into investment strategies
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White papersCatella European Residential Vision Report 2023 – The Epsilon: Great Transformation of Real Estate Markets
The catalysts of the energy crisis, surging inflation and geopolitical turmoil ignited by the Covid pandemic and war in Ukraine are forcing an acceleration in the pace of economic transformation needed to confront two of the greatest challenges of our age: climate change and the poor-rich divide.
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White papersSchroders Capital Investment Outlook: Real Estate H1 2024
We explore the fundamentals underpinning our expectations and views, our conviction themes, the investment strategies benefitting from them, and how we are seeking to position portfolios for outperformance.
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White papersEuropean Real Estate: Why Now?
The European real estate market appears to have passed its cyclical trough—and potentially compelling core and value-add opportunities are emerging across logistics, living, and select areas of the office sector.
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White papersSchroders Capital’s Investment Outlook for UK Real Estate H1 2024
We explore the fundamentals underpinning our expectations and views, our conviction themes, the investment strategies benefitting from them, and how we are seeking to position portfolios for outperformance
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White papersMost new data center capacity is still in primary markets
Demand for data center capacity has been rising exponentially for well over a decade. COVID-19 caused a significant acceleration in that growth, at the same time as it upended global supply chains.
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White papersEuropean Hotel Sector: Choosing the optimal operating structure and partner
The profitable outcome of a hotel investment depends on many factors. Macroeconomics, market, and location determine value potential; demand-driven transformation determines realisation of that potential. But even the best-laid plans are dependent on the operating structure and partner to help manage risk and look for return opportunities.
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White papersReal Estate Outlook – Switzerland, Edition 1H24
User markets support Swiss real estate values
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White papersEuropean Hotel Sector: Creating value through transformation
The first step in a value-added investment strategy is finding undervalued or illiquid hotels with good micro locations in attractive markets.
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White papersThe Power of AI in real estate: a paradigm shift
The real estate industry, traditionally characterised by its cautious adoption of new technologies, is now at a pivotal juncture. The emergence of AI, with its open-ended and self-evolving nature, promises to fundamentally change the way we live, work and play. This report looks at how AI is currently used across the industry, and how it promises to reshape real estate through an occupier and investment lens.
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White papersU.S. single-family rentals
In the third part of our Living Sector Series, we focus our attention on single-family rentals, which is one of our highest conviction strategies within the real estate asset class today. Once synonymous with home ownership, the single-family market underwent an evolution following the Global Financial Crisis (GFC) due to shifts in economic and demographic dynamics, which changed the way individuals and households think about housing.
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White papersQuantifying carbon and climate risk: IREI interview with Olivia Muir
While reducing carbon emissions is a crucial aspect of ESG, what are other important factors to consider for real estate investors?
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White papersSchroders Capital Global Real Estate Lens March 2024: 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 papersDecarbonization Metrics for Real Estate Investment: Goal Setting for a Portfolio in the Context of Absolute vs. Intensity Metrics
While there is not a one-size-fits-all approach to track progress toward reducing emissions, due to the complexities of real estate portfolios, we believe intensity-based metrics offer a more flexible and reliable method for tracking decarbonization progress than absolute targets for reasons discussed in this paper.
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White papersEuropean logistics: An evolving landscape
The logistics industry has become vital to our global and interconnected society. Once purely related to the military art of supplying and moving troops across the battlefield, in today’s world, the industry encompasses a large group of companies specialising in the transportation, warehousing, and management of goods.
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White papersEuropean Residential: Finding A New Balance
Prime European residential markets show solid occupancy fundamentals and stabilising investment yields. This is despite the 2022-23 upward shift in interest rates and associated decline in lending. Student housing has also remained a key alternative sub-sector. The long-standing shortage of housing has further Intensified as higher mortgage rates and ...
