Real Estate Research – Page 4
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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.
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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.
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White papersMaking Impact | London
We launched the first report in our ‘Making Impact’ research series to a full house at The British Library, King’s Cross, on 23rd January 2024.
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White papersOutlook 2024-2026: Strong Fundamentals Offer Perspective
The real estate investment market has experienced a turbulent year with significantly negative returns. The contrast with the user market is considerable, given the high demand for quality and sustainable real estate.
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White papersListed REITs 2024 Outlook
After lagging equities the past two years, REITs offer an attractive investment opportunity in 2024.
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White papersResidential real estate: An attractive entry point for a sector with long term potential
We think the long-term fundamentals of the sector are good and should drive rental growth. The sector is also developing in more countries, with new formats emerging.
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White papersAustralian Real Asset Review Q1 2024
Dexus Research’s Australian Real Asset Review Q1 2024 describes the key trends in Australia’s main real asset markets including commercial real estate, healthcare and infrastructure.
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White papers2024 Global Public Real Estate Outlook Report
We believe REIT share prices are ready to take off in 2024 after patiently awaiting their turn on the runway for the better part of two years.
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White papersEuropean Hotel Sector: Identifying opportunities for value creation
A combination of strong fundamentals and pockets of distress presents unique opportunities for investment in the European hotel sector. (Explore the investment case in detail in our first paper in this series.)
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White papersEurope’s Retail Renaissance
Europe retail reboots: location, adaptation, & integrated models unlock value. Dive into the post-pandemic boom.
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White papers2024 REAL ESTATE OUTLOOK: Threading the eye of the needle
The global economy is finely balanced with the push of high interest rates colliding with the pull of strong labor markets.
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White papersAffordable rents: how do we assess the European market?
What does ‘affordable’ housing really mean? Read more about our analysis
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White papersPrivate Markets: Enhancing your portfolio
Private markets, which include unlisted investments in real estate, infrastructure, private credit and private equity can be accessed through a wide range of strategies, solutions and assets.
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White papersGRE Real Estate Bulletin - 2023 Q4
Market conditions are gradually improving but remain puzzling
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White papers2024 Real Estate Outlook: Cause for Optimism
While the global economy continues to face challenges, the anticipated decline in interest rates and the resilience of fundamentals in many sectors provide reasons for optimism: it’s the time to protect core assets while actively pursuing opportunities in value-add strategies.
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White papersTop 10 questions real estate markets in 2024: Is there light at the end of the tunnel?
Last year, we were faced with prolonged high inflation, sharp interest rate hikes and a weak economy, with looming fears of recession.
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White papersA blueprint for ultra-sustainable logistics assets
The real estate sector is responsible for approximately 40% of global carbon dioxide emissions, according to United Nations data, with 70% produced by building operations and the remaining 30% being a consequence of construction activity.
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White papersBiodiversity: a fundamental part of our natural capital
Consideration of the environmental impact of real estate is usually focussed on greenhouse gas emissions during construction and operations. However, another critical aspect is the impact of the built environment on biodiversity.
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White papersThe eagle has landed: Art installation creates a buzz in Potsdam
As part of PATRIZIA’s mission to ‘build communities and sustainable futures’, the company seeks to enhance the quality of life for future generations and transform cities into vibrant, community-focused spaces.
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White papersThe smart value-add investor – 2024 edition
When the market turned decidedly negative in early 2022, the strong value-add investment opportunity in the wake of the global financial crisis (GFC) came back to mind for many and inspired a number of real estate players to repeat that success. Substantial amounts of capital have since been raised, but very little of it has been invested to date.
