Real Estate Research – Page 22
-
White papersLogistics Remains Favorite As Take-Up And Values Are Projected To Recover
The European macroeconomic outlook has improved in H1 2024 as both retail sales and industrial output rebounded. Together with normalizing global supply chains and continued growth in e-commerce sales penetration, logistics take up is projected to recover from its recent slowdown.
-
White papersEuropean Real Estate: An Uneven Path Ahead
Downward price pressures are easing in the European real estate market. The timing of recoveries in pricing by geographies and sectors likely will occur in line with variations in real estate debt refinancing funding gaps and long-term growth drivers. The Barings Real Estate team discusses how this is shaping investment opportunities.
-
White papersEuropean Logistics: Why Now
Why European Logistics? During the previous property cycle, the European logistics sector emerged as a standout performer, driven by robust fundamentals and enduring demand trends.
-
White papersSelf-storage is a small but high-performing sector
Learn how self-storage can fit into a diversified portfolio
-
White papersIPM – Edition May 2024: Our semi-annual insights into private markets
The path that real asset owners have trodden over the last two years has been challenging. Investment volumes have hit record lows in some markets, at least in terms of inflation-adjusted figures. The bifurcation between markets’ performance has also been vast: according to MSCI1, US offices have seen their capital values drop by more than 30% from year-end 2021, while US industrial values are up nearly 5% over the same time period. And while not as extreme, similar stories can be said for many other private markets.
-
White papersNear-term opportunities and long-term trends
After the correction, we assess those areas that we believe might benefit over the coming months – and the megatrends set to define the years to come.
-
White papersMegatrends: Transformative technology
Artificial intelligence (AI), specifically generative AI (GenAI), is poised to affect virtually every sector of the global economy and transform the workforce.
-
White papersWhy Asia Now
Very simply, a compelling case can be made for having an Asian real estate allocation in global investor portfolios.
-
White papersAPAC investors should look west for real estate
APAC investors: look west not east for real estate opportunities.
-
White papersUnlocking hidden potential
Real estate markets in the US and Asia Pacific are behaving differently today, with potential dislocation in the former due to higher interest rates, and steadier fundamentals in the latter.
-
White papersCyclical, structural, vintage: The outlook for real estate equity
High inflation and rising rates hit activity in real estate markets over the past year. But cautious optimism is now returning to the investment landscape in the UK and Europe, say Imogen Ebbs and George Fraser-Harding.
-
White papers10 trends driving the global data center market
AI is driving enormous increases in demand—and massive densification.
-
White papersAn introduction to real estate debt
Over the last several years, we have seen an increase in the number of institutional investors around the world interested in adding real estate debt to their portfolios.1 In some instances, this is to replace an allocation to traditional fixed income, while in others it is both an enhancement and a way to further diversify their current level of real estate holdings.
-
White papersCan the renewable energy sector solve the climate crisis?
The renewable energy sector has seen impressive growth rates in the past 20 years. According to the European Environment Agency, the share of renewables in total energy consumption more than doubled, increasing from below 10 percent to 22.5 percent in 2022.
-
White papersTargeting the ‘Next Gen’ tourism market is the future of hospitality
‘Next Generation’ travellers in the under-40 age cohort make up the largest group of guests in Europe’s hospitality market and are rapidly catching up with their older peers in terms of total spend on nights away. Yet these younger tourists have been under-serviced for European hotel choices that meet their appetite for modern, affordable accommodation that combines authentic local experiences with environmental responsibility.
-
White papersEurope’s emerging alternative sectors
When Harrison Street entered Europe in 2015, alternative sectors like Purpose-Built Student Accommodation (PBSA) and Build-to-Rent (BTR) were considered niche real estate asset classes.
-
White papersAI is transforming the data center
Artificial intelligence (AI), formerly relegated to the pages of scientific journals and science fiction narratives, is now permeating the fabric of our everyday lives—and transforming the data center in the process.
-
White papersRegenerative real estate investing
Despite an enviable long-term growth record, the U.S. economy hasn’t benefited all groups of U.S. society equally. Growth disproportionately favors higher-net-worth individuals who have benefited not only from higher paying jobs, but also from wealth creation related to home and financial asset ownership. As a result, rising socioeconomic inequality has become one of the biggest challenges of our time.
-
White papersBeyond numbers: Using Data Intelligence to identify investment opportunities in real estate
AI-driven Data Intelligence is transforming real estate by uncovering previously hidden trends. Data Intelligence enables informed decisions by combing vast datasets like those provided by multiple listing systems to reveal insights like trends in yield compression.
-
White papersEurope Real Estate Sector Report – Spring 2024
Residential values have not been immune to the impact of rising interest rates. However, the re-pricing of this property type has been more modest than previously anticipated, although with some exceptions.
