Real Estate Research – Page 7
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White papersISA Briefing: Big numbers with big implications
The real estate investable universe in 2023: In an uncertain market, it is tempting to prioritize cyclical questions such as the risk of recession and the path of interest rates over structural topics with longer-run implications. But challenging periods in real estate markets can also be attractive times to build exposure to the asset class.
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White papersU.S. Life Sciences Real Estate: The Long-Term Outlook Remains Bright Amidst Robust Secular Demand
Over the past several years, institutional investor interest in purpose-built U.S. life sciences real estate has grown rapidly.1 Several significant secular demand factors, as well as the COVID-19 pandemic, have led to historically high public and private capital funding levels.
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White papersTech investing still a priority: Interview with Nicola Goll on technology as the backbone of new business models
Technology is the single most heavily weighted sector for us and this is completely by design, given that it has outperformed other key industries so significantly and for so long.
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White papersThe Real Estate Secondaries Market
The secondaries market is experiencing continued remarkable growth and becoming a prominent segment of the private real estate investment landscape.
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White papersCromwell Market Monitor
Market Monitor gives our views on the latest data and trends from the financial markets and their impact on commercial real estate. The latest one covers tightening credit standards, bank liquidity and green financing.
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White papersESG and Investment Strategy: a virtuous relationship
Environmental, social and governance (ESG) is a high priority for real estate investors, but there is no agreed industry position on what ESG means in practice for investment strategy.
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White papersGreenwashing: transparency is everything
Many companies have publicly declared their environmental, social and governance (ESG) strategies to formalise a commitment to net zero and align to the UN’s sustainable development goals.
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White papersIt’s time to think about nature: Biodiversity and real estate funding
Although the consideration of biodiversity risks remains limited for most assets so far, their longer-term impact is undeniable and needs to be considered when funding real estate.
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White papersPutting the September selloff in U.S. listed REITs into perspective
We’ve argued over the course of this year that markets presented attractive entry points for listed real estate. Recent declines in listed REIT valuations, driven by macroeconomic uncertainty, do not alter this view.
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White papersHow will AI shape the real estate investing landscape?
Artificial Intelligence is a transformative technology that we believe will be a net positive for real estate, though it has the potential to create both winners and losers across the investing landscape.
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White papersPrimonial REIM Germany Perspectives
Global geopolitical tensions have reached a new peak as a result of the war in the Middle East So far, however, it appears that a spillover of the conflict into neighboring countries and direct involvement of the major international powers can be avoided, so that the economic impact in Europe is also low.
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White papersUK real estate: Performance after repricing?
The UK economy: Reduced drag - LGIM expects both the UK and the US to enter recession before the middle of 2024. This forecast positions LGIM at the lower end of consensus, although the absolute reduction in GDP expected is modest compared to previous recessionary periods.
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White papersBeyond the Traditional: Uncovering the Value of Investing in Specialized Real Estate Properties
The concept of diversification is essential to investment portfolios. Diversification involves investing in a variety of assets to reduce risk, while increasing potential returns.
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White papersEuropean residential market: Home, sweet (affordable, green) home?
Rising inflation, soaring energy costs and a gruelling cost-of-living crisis are placing affordability high on the agenda for residential real estate investors.
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White papersSchroders Capital Global Real Estate Lens October 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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White papersThe case for European hotel sector investment: Short-term distress and strong long-term fundamentals create value opportunity
The COVID-19 pandemic dealt an unprecedented blow to the hospitality industry. Fortunately, travel has rebounded, and strong fundamentals bode well for the European hotel sector in the medium and long term.
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White papersIPM monthly blog – Edition October 2023: Our monthly insights into private markets
US interest rate expectations have moved higher as the economy has remained robust, leading to the possibility of another interest rate rise and a likelihood that rates will show only small (if any) cuts in 2024. Higher-for-longer rates would be a headwind for real estate markets, though a strong economy is positive for occupier demand.
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White papersVolatility creating attractive opportunities to buy resilient logistics assets
We believe market dislocation is producing a window of opportunity for real estate investors seeking exposure to logistics assets.
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White papersCharter Hall Group 2023 ESG Data Book
Charter Hall Group (ASX:CHC) is one of Australia’s leading integrated property groups. We predominately co-invest in the funds and partnerships managed by the Group, for assets within the Office, Retail Shopping Centre, Industrial & Logistics, Social Infrastructure & Long WALE Retail sectors. For investors in Charter Hall Long WALE REIT (ASX:CLW), Charter Hall Retail REIT (ASX:CQR), and Charter Hall Social Infrastructure REIT (ASX:CQE) consolidated environmental performance data tabs have been provided.
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White papersCharter Hall Group 2023 Sustainability Report
The Sustainability Report covers the business activities of Charter Hall Group (CHC or the Group) and its managed property funds and assets for the financial year ending 30 June 2023.
