Real Estate Research – Page 7
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White papersRedevco aims to grow its residential development pipeline to 10,000+ units to enter top ranks of European residential managers
One of the biggest challenges facing European societies is the severe shortage of modern, affordable, and sustainable housing supply in our cities in the face of soaring demand.
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White papersComing of age: student accommodation across Europe
The European student accommodation sector is experiencing solid expansion. This surge is driven by rising enrolments and an influx of international students seeking quality accommodation in the UK. Simultaneously, demand in continental Europe is spurred by rising domestic attendance and growing internationalisation, amidst sustained growth in English Language Programmes.
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White papersSelf-storage: creating its own market
With retail and more recently offices falling out of favour with many investors, all eyes are on alternative property types. Among the most popular is self-storage, though as with any opportunity, a key consideration should be to separate the hype from the substance – or at least cyclical from structural drivers.
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White papersTime for Core European Alternatives
2024 is an attractive entry point for European alternative real estate sectors. The current market dislocation that has arisen from changing capital market conditions has led to significant repricing in the past year, providing an opportunity to acquire core, well-performing alternative assets at an attractive basis discount.
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White papersThe case for U.S. & EU industrial real estate
The industrial sector has become a global favorite amongst institutional investors as large structural shifts already underway accelerated during the pandemic.
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White papersIdentifying opportunity and creating value in a turbulent European real estate market
The European real estate market continues to recalibrate in the face of elevated interest rates, declining valuations, and economic uncertainty. Apollo is navigating this with a thematic focus, grounded in data-driven analysis and a flexible approach to tactical deployment. Here, we discuss how we’re currently engaging with the opportunities and challenges posed by the current market environment.
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White papersAsia Pacific Market Perspective - Q4 2023
New Year, Familiar Themes - Rate Cuts Expected, but Opinions on Speed and Magnitude are Wide
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White papersU.S. Economic and Property Market Outlook - Q4 2023
The U.S. economy continues to surprise to the upside, posting annualized fourth-quarter real GDP growth of 3.3% (3.1% year over year) on top of the nearly 5% annualized growth in the third quarter.
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White papersReal Estate subsectors: Finding specialist investments to drive returns in niche markets
2023 was a year of prolonged high inflation, sharp interest rate hikes and a weak economy, with looming fears of recession. However, most countries proved resilient and avoided recession.
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White papersSchroders Capital Global Real Estate Lens February 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 papersGlobal real estate: Approaching the turn
Risk-free rates and the cost of capital lifted sharply in 2023, pressuring commercial property pricing and transactions across most markets. However, selective opportunities are now emerging in private markets, including in the logistics sector.
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White papersStudy on the property investment climate in Europe Measurement II/ 2023
You can now read the full whitepaper at the link below
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White papersEuropean Real Estate: The Fight Back Begins!
Central bankers’ next moves remain highly data dependent, although the broad direction—if not the magnitude—of interest rates and therefore market property yields likely remains downward in 2024. The Barings Real Estate team discusses how this is shaping both opportunities and challenges in European real estate.
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White papersU.S. Real Estate: Positioned for Recovery
When considering the substantial correction in real estate prices and profound pull back in liquidity to this point, an inflection point in U.S. real estate appears closer than before. The Barings Real Estate team discusses how this backdrop is shaping opportunities across the asset class.
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White papersAre We There Yet?
As the holiday travel season draws to a close, a simple question that can trigger even the most patient of parents everywhere, resonates as well with property investors across the country — “Are we there yet?”
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White papersLife Sciences beyond borders
High interest rates, cooling venture capital and an oversupplied market – will the UK follow the path of the US Life Sciences real estate market
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White papers2024 Macro Outlook
Resilient growth and falling rates make for an encouraging Macro Outlook. Our latest Macro Outlook provides a credible and encouraging basis for investing in real assets in 2024 and beyond.
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White papersPrimonial REIM Real Estate Convictions - Q4
After a slow year in 2023, 2024 will be a year of many challenges: challenges that are at the same time democratic, geopolitical, economic and financial. The most striking aspect will be the 2 billion human beings who will go to the polls during the year in 70 countries, including the United States, the European Union, India and the United Kingdom, thus redefining the balance of power.
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White papersGateway Markets and Core Property Types: Not What They Used to Be
Two commonly used categorizations of commercial real estate investing that emerged or became formalized in the late 1980s and early 1990s include “gateway markets” and “core property types.” They largely help institutional investors like pensions and sovereign wealth funds to understand the types of investments that could have the best liquidity, transparency and expected stable returns.
