Real Estate Research – Page 69
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White papersEconomic and Property Overview: Q4 2019
The UK economy flatlined in the final quarter of 2019 as declines in manufacturing sector output offset positive growth from the construction and services sector. Relative to the same quarter a year ago, economic output grew by 1.1%, which represents the weakest annual growth rate since mid-2012. However, a post election bounce back in business confidence should provide some upside to economic activity in the first half of 2020. The composite score on the IHS Markit/CIPS UK purchasing managers index (PMI) climbed to 53.3 in January from 49.3 in December.
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White papersReal Estate Outlook – Japan, Edition 2020
Opportunities despite traditional vulnerabilities.
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White papersUS Economic Scenarios in Context of Covid-19
Given the fluid and fast-moving nature of the pandemic, calculating the impact to growth is challenging, but global agencies, including the IMF, are increasingly concerned that the world is likely to face a recession.
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White papersEuropean Research Flash Report
Global economic growth expectations for 2020 have been adjusted significantly downwards amid the spreading of the COVID- 19 virus and oil price decline. Based on this, at least some leading European economies are expected to go into recession in 2020. But, in contrast to the GFC, the current event-driven crisis could prove temporary as economic fundamentals were strong at its outset, possibly signalling a V-shaped recovery.
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White papersPreliminary observations on the potential impact of Covid-19 on Asia Pacific real estate
MACROECONOMIC ENVIRONMENT
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White papersOutlook 2020: European commercial real estate
Parts of European commercial real estate look challenged in 2020, but opportunities can still be found, especially in “winning cities”.
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White papersBeyond the CBD: Sweet Spots In the Urban Fringe & Suburbs
The COVID-19 pandemic is unexpected and still rapidly developing globally which will impact the U.S economy and commercial real estate investments. The duration, scale and severity of the outbreak are still unknown. This report represents the views of Clarion Partners as of March 2020 and does not address any impact or potential impact of the pandemic.
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White papersOutlook special – Potential impact of COVID-19 on global real estate markets
COVID-19 is a rapidly evolving scenario with varied impacts on real estate markets, depending on country, market and sector. The impact on property performance will depend heavily on the duration and spread of the virus, which is very uncertain. Occupier demand will be negatively affected, most significantly in retail, leisure and hotels, as movement is restricted and consumer confidence dented. Investment volumes to be lower as real estate market liquidity falls.
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White papersNovel coronavirus – Status of progression
The novel coronavirus (COVID-19) is continuing to spread across the world with an estimated 137,100 infections and almost 5,100 deaths as of March 13, 2020. The World Health Organization has officially designated it as a “pandemic” in order to mobilize maximum government resources globally. Apart from the human cost, global economic output is suffering with the IMF officially lowering its estimate for global growth to 2.6% for 2020, which is close to its stalling speed.
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White papersReal Estate Outlook – APAC, Edition 2020
Mixed fortunes offer up diverse opportunity sets in the next five years.
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White papersBerlin’s New Rent Control Policy
As affordability becomes increasingly challenging in many cities globally, many local governments are looking for strategies to regulate rent growth to control housing costs. In Europe, Berlin has caught global attention by passing legislation to freeze rents for five years.
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White papersInside Real Estate – Annual Strategy Outlook for 2020
The global economy has entered a phase of synchronized, slower growth, where an uncertain geopolitical environment and a weakened manufacturing sector have diminished its ability to withstand shocks. However, as dark as the potential storm clouds may be, we believe that the global economy has more going for than against it and assign a high probability (70%) that the expansion remains intact over the next 12 months.
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White papersNovel coronavirus impact on U.S. commercial real estate
As a leading investor in all four quadrants of commercial real estate, Principal Real Estate Investors is uniquely positioned to assess relative value across the market. With heightening concerns regarding the spread of the novel coronavirus, we wanted to share our current thoughts on the potential impact on U.S. commercial real estate markets. The story is continuing to evolve.
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White papersWhy invest in African agriculture?
There is a compelling case for adding direct exposure to agricultural farmland and commodities for any real assets portfolio. With rising populations globally and increased urbanisation in emerging countries, there is increased importance placed on food security. In addition, trends have developed that have the potential to lead to further long-term price rises in agricultural markets.
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White papersWhen tactical real estate investing becomes strategic
Nuveen Real Estate argues that ignoring structural trends could undermine a cyclical value-add real estate strategy. The firm outlines a different approach, highlighting some of the opportunities in the logistics, office, retail and living sectors.
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White papersAsia: Brighter than expected but cloudy in patches
PERE’s recent Asia roundtable highlighted investors’ increased optimism towards the Asia Pacific market and the opportunities that localised stress points may provide.
