Real Estate Research – Page 3
-
White papers2024 Global Real Estate Outlook
What does 2024 hold for real estate? Financial conditions and global megatrends (demographics, digitisation, deglobalisation and decarbonisation) will continue to influence return potential and sector allocation, affecting different regions in different ways. Both macro and micro lenses are necessary to take advantage of market dislocation and uncover those opportunities that could deliver strong returns.
-
![24020050 - Thumbnail Investment Update_EN[4]](https://dvn7slupl96vm.cloudfront.net/Pictures/100x67/4/3/5/149435_24020050thumbnailinvestmentupdate_en4_242529_crop.jpg)
White papersInvestment Update: Looking ahead once again
“Looking ahead to 2024, we can take stock of the 2023 investment year”, writes Casper Hesp, director Investment Management in the new Investment Update.
-
White papers2024 IGIS Market Outlook
The global CRE contracted in 2023 due to the swift rate hikes. Lowered funding and transaction wolume stemmed primarily from capital cyclical anxieties rather than asset valuation declines.
-
White papersMarket Update fourth quarter 2023
After two strong, resilient years, the Dutch economy experienced a cooling-off in 2023. Rate hikes by central banks have proven to be succesful thusfar, with inflation moving back to an acceptable level in the course of 2025.
-
-
White papersWhat’s Shaping the Value-Add Opportunity in European Real Estate?
While investing in European real estate still poses challenges, attractive value opportunities are emerging as we approach a cyclical bottom.
-
White papersAI is transforming the data center
Artificial intelligence has been around since the 1950s but has only recently begun to infuse daily life. Driving this evolution is exponential growth in data, advancements in computing architecture and chip performance, and AI’s increasingly broad applicability and accessibility.
-
White papersGlobal Cyclical Opportunities
Real estate correction presents unique opportunities. Embrace the paradigm shift with active management, global reach, and sector-specific strategies to capture cyclical value.
-
White papersBiodiversity: the next frontier in impact investing
At its core, impact investing links intricately with the preservation of biodiversity. The vitality of ecosystems and survival of numerous species plays a pivotal role in pressing global challenges like climate change and sustainable development.
-
White papersManaging healthcare fundamentals and future performance
Over the past decade, the European healthcare sector has become increasingly popular among institutional investors’ portfolio allocations given its rational, property fundamentals and social impacts in line with the United Nations Sustainable Development Goals.
-
White papersPATRIZIA’s ESG journey: navigating sustainability with impactful results
Embarking on an ambitious journey in 2022, PATRIZIA set sail towards a sustainable future, embracing a net- zero carbon strategy. As we navigated through 2023, the year marked the full-scale implementation of our commitment, a testament to our unwavering dedication to decarbonising corporate operations and assets under management by 2040.
-
White papersNatural capital: Increasingly considered a key component of modern investment strategies
Investors are turning their attention to natural capital as the depletion and damage to global natural resources are fast translating to financial risks. Nature has subsidised our growth to its serious detriment, creating another existential threat, inextricably linked with climate change.
-
White papersThe Bright Future for Secondaries
The secondaries market has the potential to provide investors with a number of advantages amid the challenges of the current market.
-
White papersAn entry point for Private Equity Real Estate in 2024
The past 12 months have been challenging for commercial real estate. Despite economic growth that is firmly above trend and a robust labor market expansion—both of which tend to predict healthy fundamentals and investment performance—commercial real estate values are down 12.5% from their peak during the current correction that began at the end of 2022
-
White papersConfirmation Of Our Private Real Estate Market Rebound Forecasts
In discussions since the release of our 2024 Outlook in Nov-23, many questioned our projected rebound for the European private real estate markets. This report presents supporting analyses to confirm that we remain comfortable with our outlook.
-
White papersSmart water networks to battle leaks and droughts in the UK
Picture the scene. Your garden is wilting because of a hosepipe ban introduced as a drought takes hold. Meanwhile, a broken water main at the end of the street is gushing, forcing the local primary school to close for a day before it was fixed.
-
White papersPrivate real estate set up for attractive early cycle returns
REITs bottomed in late 2023 — signaling the private real estate bottom in 2024–2025
-
White papersEuropean Hotel Sector: 2024 Outlook
The European hotel market rebounded strongly after the COVID-19 pandemic (explore past performance in detail in our first paper in this series).
-
White papersU.S. Real Estate Market Outlook: Lifting Fog
At the start of 2023, economists believed there was a 63% probability that a recession would occur during the year (many estimated that the U.S. was already in a recession). The path of inflation was uncertain, as was the impact of higher interest rates on consumers and U.S. businesses. The war in Ukraine was also relatively new, causing heightened geopolitical uncertainty and energy market volatility, further pressuring economic growth.
-
White papersIPM monthly blog – Edition January 2024: Our monthly insights into private markets
Interest rates are key for real estate performance and market expectations have been volatile, moving to a higher-for-longer narrative last October as war started in the Middle East, before falling sharply in December following dovish comments from the Fed and then being tempered in January as inflation showed a small uptick.
