Real Estate Research – Page 60
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White papersCommercial & multifamily mortgage loan investments: An integral part of a fixed income asset allocation strategy
In an era of low returns and high financial market volatility, core commercial and multifamily mortgage loan investments provide fixed income investors an appealing mix of strong relative value, low credit risk, and diversification benefits within a larger fixed income portfolio.
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White papersPrivate Real Estate Debt
The potential for enhanced risk-adjusted returns late in the cycle
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White papersResponsible Property in action: Centropolis Towers
The Centropolis case study highlights a large APAC deal which reflects high environmental standards, including innovative use of geothermal heat pumps. The 134,399 sq m mixed-use development has been awarded LEED Gold certification and provides one of most highly specified prime office buildings in Seoul, South Korea.
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White papersShaping real assets to create a sustainable future
Growing recognition of the ability to use ESG credentials to lower risk and capture value, and meet the rising expectation from occupiers, was conveyed in a global property investor survey by the United Nations Environment Programme Finance Initiative (UNEP FI). It found that 90% of respondents planned to further analyse ESG fundamentals over the next 12 months.
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White papersSector series: Impact of demographic dynamics on the multifamily landscape
Of the main property sectors, multifamily remains highly sought after by investors. Fundamentals are currently healthy with vacancy rates in equilibrium. Rent growth is tracking well ahead of broader inflation.
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White papersESG in Real Estate: Why affordable urban housing can be an attractive long-term investment strategy
In recent years, environmental, social, and governance (ESG) principles have increasingly taken centre stage in the commercial real estate investment world. This trend has been driven just as much by investors and occupiers looking to improve outcomes as by regulators seeking to set the agenda.
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Top 10 with… Interview with Benoit Delaby on Real Estate Customized Mandates
The growing appetite for real estate among Ultra High Net Worth (UHNW) investors has grown intensely over the last decade. In the midst of a changing market, the Real Estate Customized Mandates (RE-CM) business is creating tailor-made investment solutions in real estate for private clients. Benoit Delaby, Head of RE-CM, explains to us how.
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White papersWhat to look for when investing in global cities
Hugo Machin, Co-Head of Global Real Estate Solutions, explains what makes a successful global city investment and why London is so highly rated.
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Real Estate Summary US Real Estate - Edition 2, 2019: Demand remains strong and spreads reversed somewhat in early 2019
US real estate investors are entering year four of a period of relative calm, income-driven performance. Demand is strong. Supply should be monitored closely. Capital flows are supportive but not excessive, even as spreads show signs of easing.
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White papers
Responsible Property Investing - 2018
We have been benchmarking the RPI performance of our funds for many years, with our involvement in the Global Real Estate Sustainability Benchmark (GRESB) survey growing over that time.
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White papersWhat’s the opportunity in retirement living?
We look at the investment case behind retirement living communities in the UK against a backdrop of low yields in global commercial real estate.
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White papersChecking out the value in owner-operated hotels
While yields have compressed in the wider hotel market, the European owner-operator segment still offers considerable value, not least because of this area’s attractive yield premium.
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White papersReal Estate insight: Why we see value in UK social supported housing
With yields in global commercial real estate at all time lows, investors are looking for areas that still offer value. We discuss the compelling opportunities in UK social supported housing.
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White papersReal Estate Summary Edition 2, 2019 - Tenant demand healthy while investment activity slips.
The economy held up better than expected in the first quarter of 2019, while some major central banks have turned dovish. Delayed policy tightening is supportive of real estate and investment activity was weaker across all regions with cap rates levelling off. We think occupier and investor markets look more resilient to any shock from the economy than they were prior to the global financial crisis.
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White papersResponsible property investing 2018
We have been benchmarking the RPI performance of our funds for many years, with our involvement in the Global Real Estate Sustainability Benchmark (GRESB) survey growing over that time.
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Asia Pacific property: Innovation and the disruption of technology
Structural changes are presenting challenges and opportunities for real estate globally APAC occupiers and landlords are adopting technological and innovative strategies to overcome these challenges Successful strategy implementation should unlock new sources of customer demand, increase space productivity, and improve asset quality Real estate investors could thereby benefit ...
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White papersTackling Task Force on Climate-Related Financial Disclosures (TCFD): Early lessons in climate risk disclosure.
Like many of our investment management colleagues, at Principal Real Estate Investors we have noticed increased interest and questions from our investors on the topic of climate risk, whether through informal discussions or detailed RFP inquiries.
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White papersApproaching a turning point?
With Australia’s gateway cities of Sydney and Melbourne now entering late stages of growth, is it time for a strategic rotation into the secondary cities of Brisbane and Perth?
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White papersEconomic and Property Overview: Q1 2019
Economic growth was relatively buoyant at the start of the year, output grew by 0.5%mom in January and by 0.2%mom in February, offsetting the 0.4% contraction in output in the final month of 2018. However, much of this growth spurt was driven by temporary factors such as a pick-up in manufacturing activity from firms stockpiling goods to shield against a disruptive Brexit.
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White papersThe Case for China Logistics
China’s logistics sector is anchored by the country’s large population and economic base, and its domestic long-term fundamental growth drivers, despite the rise of global trade protectionism.
