All Real Estate articles – Page 12
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White papersWhy core is back
After a period of economic and geopolitical uncertainty, higher debt costs and squeezed returns, we have reached a turning point in the market cycle for core real estate investment. The interest rate landscape is tilting in a more positive direction; loan margins are diverging with leverage now accretive again for lower risk high quality investments; and pricing has adjusted with limited re-pricing risk looking forward. With further interest rates cuts forecast, the outlook for yields is more stable and material recovery in real estate values is expected.
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White papersTo maximise the new cycle, investors should target modern logistics
2024 was a transitional year for European logistics, with capital markets showing early signs of recovery, while the occupational market remained relatively sluggish. With demand conditions stabilizing, we believe 2025 is an inflection year offering a potentially compelling entry point into a new cycle.
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White papersDeA Capital Real Estate: Demographics are destiny
DeA Capital Real Estate works with selected third-party institutional investors across Europe, with a total AuM of E13.5bn. Emanuele Caniggia and Emanuele Dubini, CEO and CIO respectively of DeA Capital Real Estate, explain why their international platform is driven by demographics and macroeconomics.
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White papersThe golden years for European senior housing
Europe’s most frequently discussed demographic shift is its fast-ageing population. The European population is forecast to continue getting older, shifting the demographic framework in Europe to an unprecedented extent. In turn, the senior housing sector is expected to experience a significant surge in demand over the next decade, driven by the unprecedented acceleration of the 75+ population whilst the rest of the population is already in decline.
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White papersTurning Europe’s real estate complexity into an investment opportunity
The volatility of the past few years has created a new investment dynamic and operating environment. With shorter real estate investment cycles and valuations in some markets seemingly bottoming out, well-positioned investors should benefit from a different, flexible approach as a means to find pockets of growth. Annette Kröger, CEO Europe, PIMCO Prime Real Estate, reflects on why the current investment window needs a change of mindset.
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White papersPractical Thought About Southern Europe PBSA
Taking inspiration from the late Charlie Munger’s problem solving frameworks, we will apply some of his mental models to a relatively simple question: Where should long-term investors look to allocate capital in European real estate today? The short answer would be to look to provide capital to the sectors in most need (those with the greatest demand/supply imbalance), at the most attractive price point, which would subsequently reward investors with the most stable and growing cashflows over a long period of time. Through this lens, the PBSA market in Southern Europe looks to be a leading contender.
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White papersGlobal Real Estate Outlook 2025
The world is in a state of flux with divergent political, fiscal and monetary policies affecting economies and markets in different ways. Global trends must be weighed alongside sector and asset allocation considerations to enable active real estate managers to make intelligent decisions that will generate value for investors through this phase of the cycle.
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White papersMove over Milan: property investors set their sights on spruced-up Rome
ROME, Feb 21 (Reuters) - Having made property investments in Milan, Italian architect Giuseppe Pezzano is now looking for a place in Rome to set up a second home and studio, as the Italian capital’s underdeveloped real estate sector draws fresh attention.
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Research Report2025 Market Outlook
Global economic growth will vary by region due to U.S. tariffs, protectionism, and immigration policies post-election, with persistent stagflation marked by low growth and high inflation.
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White papersEuropean Real Estate: Can the U.K. Continue to Lead the Recovery
The U.K. led the rest of the world’s property markets in 2024—but now faces higher U.S.-style interest rates, and a much cooler Eurozone-style growth climate.
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Asset Manager NewsInvestment Update: Real estate investors redefine their course
The recovery in the real estate market continues cautiously, writes Peter Koppers of Achmea Real Estate in the new Investment Update. INREV research shows that investors are again allocating new capital to real estate, with a strong focus on core strategies and sectors with stable fundamentals. Residential real estate remains the absolute favorite, particularly affordable rental housing and senior housing, a domain where impact, sustainability, and returns go hand in hand.
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Asset Manager NewsGARBE PYRAMID-MAP: Slowing Growth of Prime Rents on European Logistics Real Estate Markets
The cycle of soaring rent rates in Europe’s top logistics markets has ended. During the second half of 2024, the average prime rent increased by just 6 cents, rising from 7.30 euros to 7.36 euros per square metre. It is the equivalent of 0.9 percent and thus trails the inflation rate in the eurozone, which was 2.4 percent at the last count. The 2024 take-up in Europe, while representing a modest year-on-year decline (-7 percent), actually exceeds the pre-pandemic figures by a narrow margin. The vacancy rate across Europe was just under six percent.
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White papersHow can UK real estate better attract international capital?
In late January, leading figures from some of Europe’s foremost real estate lenders, sponsors, advisors and other market participants gathered at the heart of the UK’s political establishment, The House of Lords at the Palace of Westminster, to discuss the future of the UK real estate sector.
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White papersHow data center developers are powering AI
Demand for power has never been higher—nor supply more constrained. Here’s how data center developers are getting the watts they need.
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Asset Manager NewsSchroders Capital acquires NH Collection Milan CityLife hotel from Invesco Real Estate’s European Hotel Fund
Schroders Capital, the USD97.3 billion private markets business of Schroders, has acquired the NH Collection Milan CityLife hotel on behalf of one of its pan-European hotel funds from Invesco Real Estate, the USD 85bn global real estate investment business of Invesco Ltd. (NYSE: IVZ).
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White papersUK commercial real estate recovery
Real rental growth turns positive, but the devil is in the details
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White papersSchroders Capital Global Real Estate Lens Q1 2025: your go-to guide to global property markets
In our quarterly Global Real Estate Lens, we identified that deal activity picked up at the end of 2024, reflecting improving sentiment, and despite continued macroeconomic headwinds there is now clear evidence of prices recovering following significant falls.
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Asset Manager NewsGARBE Industrial Real Estate Expands Strategic Partnership with SFO Capital Partners
GARBE Industrial Real Estate GmbH (“GARBE Industrial”), one of the leading providers and managers of logistics, light industrial and technology assets in Germany and Europe, formed a third joint venture with SFO Capital Partners, a London-based global real estate investor and investment manager to develop and manage a 22,000 sqm Grade A logistics development in Italy.
