Real Estate Research – Page 81
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White papers
Perspectives: The impact of QE on European property markets
The European Central Bank plans to inject €1.1 trillion into the eurozone economy through its new quantitative easing programme from March 2015 to September 2016. In this paper, we look at what QE is likely to mean for the region’s real estate market.
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White papers
Insights: Q1 2015
In Asia, active management is becoming an increasingly important driver of outperformance, against a backdrop of moderately positive rental growth and relatively low yields. Attractively priced prime assets aren’t as easy to find as they were a year or two ago.
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White papersOutlook 1H15: Eurozone commercial real estate market - Navigating political uncertainties – in an improving economic environment
The economic headlines from the second half of 2014 could easily give the impression that the eurozone’s economy was heading towards another crisis. There were concerns that the economic recovery had stagnated, with 2Q14 data showing that France and Germany, the eurozone’s two largest economies, had recorded negative growth and in so doing dragged the eurozone’s overall growth down to 0.1%.
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White papersOutlook 1H15: UK commercial real estate market - Will 2015 be a year of two halves?
Economic data from the end of 2014 continued the pattern of softer growth recorded since the summer, with 4Q14 GDP growth of 0.5% the slowest for a year. Nonetheless, this left growth for 2014 as a whole at a robust 2.6% and the fastest of the G7 nations, and given some reasonably strong high frequency data in 4Q, it is likely the final figures may be revised up in the future.
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White papers
Public real estate debt strategies: Commercial mortgage-backed securities
Commercial Mortgage-Backed Securities (“CMBS”) represents a prominent segment of the U.S. commercial real estate investment landscape, carrying an outstanding balance of over $564 billion. Principal Global Investors Real Estate believes current economic trends, U.S. commercial real estate fundamentals, and factors specific to the CMBS market are conducive to positive long-term CMBS performance.
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White papers
M&G Real Estate - Eye on Europe: where to invest in 2015?
The European real estate market looks to be on track for another strong year, building on 2014’s performance. We expect UK returns to remain in double digits, while continental Europe – which has lagged so far – is well positioned to rebound. Across the board, investor demand remains strong and ...
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White papers
Quantitative easing - Lower for longer also holds for European prime office yields
More than six years after the global financial crisis we are still in the uncharted territory of unconventional monetary policy. With the ECB now finally following the Federal Reserve, the Bank of England and the Central Bank of Japan, quantitative easing (QE) will for the foreseeable future remain a central ...
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White papers
Real estate market outlook - UK
The UK was the fastest growing member of the G7 group of major advanced economies in 2014, outpacing even the US. For two full years now, real GDP has been rising at a quarterly rate in excess of 0.5%, and the economy seems to have moved back on to a sustainable path of robust growth.
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White papers
The IRS Has Spoken – Real Estate is Everything?
In 1964, Supreme Court Justice Potter Stewart famously avoided trying to define certain, ahem, inappropriate films by simply stating, “I know it when I see it.”
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White papers
Global real estate securities - 2014 performance review and 2015 market outlook
2014 was a good year for global real estate securities. Strong real estate fundamentals resulted in better than expected earnings growth, which helped propel share prices higher.
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White papers
UBS - Real estate research blast: European real estate market predictions 2015
General elections in Greece, the UK, Portugal and Spain may create uncertainties in business and consumer confidence but may also open windows of opportunities for cash rich real estate investors.
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White papers
KGAL Real Estate - Market report: retail Germany
Favourable key economic data, strong purchasing power and optimistic consumer sentiment are having a positive effect on Germany’s retail real estate market.
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White papers
KGAL Real Estate - Market report: residential Germany
The German residential real estate market is continuing to benefit from a stable domestic economy and uncertainties abroad.
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White papers
KGAL Real Estate - Market report: office Germany
Positive key economic data, coupled with an optimistic business outlook and relaxed interest rates have provided a real boost to German real estate
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White papers
Aviva Investors - Market Edge December 2014: European real estate: prime property retains appeal
Prime property appeals due to defensive qualities as concern over the economic outlook grows
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White papers
Real estate market outlook December 2014: Asia Pacific
Economic sentiment remains strong in Asia. An improving global economy, led by the continued recovery in the United States, has helped strengthen growth in Hong Kong and Singapore.
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White papers
Aviva Investors: Two heads are better than one in the search for income
As Gil Bar, fund manager of Aviva Investors’ Encore Fund, explains, building a market-beating European real-estate income portfolio requires a blend of fund management disciplines and local deal-making expertise. The secret to success, he says, lies in finding the right partner.
