Real Estate Research – Page 74
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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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White papers
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.
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White papersAviva Investors Real Assets Acquires Office Building In Copenhagen
Aviva Investors Real Assets, on behalf of a regulated entity of Aviva France, has acquired a 7,650 square metre office building in the centre of Copenhagen, Denmark, from Gefion Group for an undisclosed sum.
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White papersThe ignis fatuus of monetary easing in Asia Pacific
As monetary policy in most of Asia Pacific remains or turns more accommodative, real estate pricing and volumes are expected to dance sideways this year. In late cycle markets, the ignis fatuus of continued capital growth may prove to be misguided.
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White papersThe ignis fatuus of monetary easing in Asia Pacific
As monetary policy in most of Asia Pacific remains or turns more accommodative, real estate pricing and volumes are expected to dance sideways this year. In late cycle markets, the ignis fatuus of continued capital growth may prove to be misguided.
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White papersBuilding a meaningful city at Wellington Place, Leeds
As stewards of the assets we manage, it is incumbent on us to ensure we manage them in a way that is both ethical and likely to lead to long-term success for our investors. To those ends we continue to deepen our Responsible Property Investment (RPI) practice. Today, a new report documents the outcomes of our RPI approach in Wellington Place, Leeds.
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White papersThe U.S. Yield Curve inverted, now what?
On March 22, 2019, the U.S. yield curve briefly inverted, with the difference between the three-month and 10-year yields turning negative for the first time since August 2007.
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White papersInside Real Estate: REITs provide stable growth late in the cycle
On the ground real estate fundamentals are supportive of a steady, balanced growth outlook for REIT earnings on average. Growth across sectors, countries, or companies can be quite divergent of course.
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White papersDesolate Spanish farmhouses tell you much about the European property market
Drive through Spain’s interior and you will be captivated by its starkly beautiful landscape. There is, however, a sense of desolation about it. The crumbling broken walls of abandoned farmhouses tucked in amongst the almond groves and pine plantations, and the deserted streets of ancient villages are testament to one of the most powerful demographic forces at play today.
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White papersEurozone Real Estate Outlook Edition 1H19 - De-risking in a slower growth environment
Property markets holding up despite weakening economic outlook and mounting downside risks
