Real Estate Research – Page 5
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White papersIs real estate in recovery mode?
Following two years of cumulative losses, global real estate returns turned positive in the second quarter, suggesting a budding recovery in the asset class. In the era of low interest rates, real estate values were flying high. Globally, quarterly total returns reached 5.0% in Q4 of 2021 and 17.8% year-over-year in the subsequent quarter, according to the MSCI Global Quarterly Property Index – figures that were well above long-term averages. The tightening cycle that followed more than unwound those gains, with values now back to 2018 levels.
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White papersIn Plain Sight: The Core Plus real estate investment opportunity that every investor should know about
In today’s commercial real estate environment, a new paradigm is reshaping the way BGO is approaching the market. Structural shifts in capital flows, transformative demographic trends, and evolving tenant behaviors are driving waves of change that have further strengthened our resolve and the rationale for Core Plus investing. We are in a higher cost of capital world, not only with interest rates but also with insurance costs and operating environments. Further, secular shifts have changed the way the built environment is utilized globally.
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White papersTrumponomics and European real estate
The incoming US administration isn’t all bad news for Europe’s real estate investors
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White papersHines Affirms Commitment to Aussie Living Sector After BTR Sites Put Up for Sale
Hines has made a strategic shift from developing Australian rental residential assets in favour of purchasing properties with near-term income potential, the US developer and fund manager said Tuesday, after local media suggested the company was retreating from the build-to-rent sector Down Under.
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White papersEuropean logistics: An evolving landscape
A detailed look at the logistics market in Europe and its remarkable transformation over the last decade
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White papersOutlook 2025-2027: Attention to health care real estate
Attention health care real estate! The asset class is moving up the political agenda and attention to new care facilities is growing. Supply and demand prices are becoming more balanced, while institutional investors’ interest in sustainable real estate continues to grow. In the Outlook 2025-2027, Achmea Real Estate is therefore optimistic about investments in health care real estate.
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White papersISA Outlook 2025: Asia Pacific – The dawn of a new real estate cycle
The current real estate cycle in Asia Pacific is not a simple repetition of a typical cycle. While Asia Pacific economies have not been immune to supply chain disruptions and elevated inflation, interest rates and construction cots, real estate capital market liquidity in the region (with the exception of China and Hong Kong) has fared much better than in other parts of the world. In our view, the varying and sometimes contrasting cyclical patters among major real estate sectors within each country set the region apart from global trends.
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White papersISA Outlook 2025: Global – The dawn of a new real estate cycle
Almost three years after interest rates began to spike leading into the Great Tightening Cycle, the first light of a new real estate cycle is clearly visible on the horizon. As with the start of every new day, however, opportunities and challenges lie ahead.
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White papersKorean wave: build-to-rent opportunities in Seoul
What lies ahead for housing in Seoul? We discuss the evolving opportunities for renters and landlords.
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White papersA thematic framework for investing in the nature and climate transition
We’ve identified five broad investment themes that comprehensively address the challenges of climate change and nature loss.
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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.
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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.
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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.
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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?
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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.
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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.
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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.
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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.
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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).
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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.
