All Real Estate articles – Page 43
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White papersQ1 2024 - Asia Pacific Market Perspective
Markets Moving Out of Sync, Rate Cut Expectations Recede, Noise And Volatility To Continue
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White papersQ1 2024 - U.S. Economic and Property Market Outlook
U.S. economic growth slowed sharply over the first three months of 2024, decelerating from more than 4% annualized growth recorded during the second half of 2023 to only 1.6% for the first quarter.
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White papersParsing Office Distress
In this AFIRE article, Dags Chen and Lincoln Janes lay out a framework for parsing upswell in distress across the office sector—and discuss how this is presenting a potential opportunity, especially for investors willing to brave the dislocation.
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PodcastEuropean Real Estate: Light at the End of the Tunnel?
While European real estate markets have faced headwinds in recent years, there are signs that we may be at or nearing the trough of the cycle. Portfolio manager, Rory Allan provides insight into where the Barings team is finding attractive opportunities to deploy capital today.
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White papersThe Case for U.S. & EU Industrial Real Estate
The industrial sector has become a global favorite amongst institutional investors as large structural shifts already underway, accelerated during the pandemic.
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Research ReportPrivate Insights #4 - Back to school - Hedging inflation with student accommodation
“The fundamental demand-supply imbalance of the student accommodation sector and its counter cyclical nature positions it as a defensive asset class, amid a period of market uncertainty. In line with the Group’s strategy of diversifying and ensuring a resilient portfolio, we aim to continue seeking out opportunities for strategic investments while also leveraging our development capabilities to ensure our existing portfolio remains competitive.” - Mr Chua Tiow Chye, Deputy Group CEO, Mapletree
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White papersU.S. multifamily housing: Distress can create opportunity
The U.S. multifamily housing sector faces challenges from both overdevelopment and capital market pressures, with ongoing issues anticipated through 2025. However, solid macroeconomic fundamentals and sustained demand, particularly from younger generations favoring rentals, offer potential opportunities in the medium-term for well-capitalized investors to exploit distress in the market.
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Asset Manager NewsAchmea Real Estate leases over 7,000 sqm to international retailers in Rotterdam, Amsterdam and The Hague
Achmea Real Estate has leased a total of 7,260 sqm of retail space to new tenants on behalf of the Achmea Dutch Retail Property Fund (ADRPF) in recent months. In addition, several existing leases were extended on a long-term basis.
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White papersUS logistics and industrials: shifting sands in the supply chain
There is an ongoing shift in logistics away from the West Coast in the US. Read more about our views.
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Asset Manager NewsSlättö announces investment from Ares Management
Slättö and Ares Management Real Estate Secondaries funds (“Ares”) have agreed to support the recapitalization of a market-leading light-industrial and logistics portfolio, which is managed by Slättö. The portfolio comprises 28 assets with value concentrated in the Stockholm and Helsinki metropolitan areas.
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White papersPondering performance: Interview with PEI on the GP-led secondaries market
”A lack of full exits means it is too soon to say how well this latest generation of GP-led secondaries will fare, but the ingredients for success are all in place.”
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White papersThe Case for a U.S. Productivity Boom
The economy in any single year is subject to the vagaries of chance and, as such, can be “noisy”. Near-term volatility that exerts short-term stress into markets may be front of mind for most investors, but it is long-term trends that provide us with the best view of the future, especially for those with long investment horizons.
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White papersResilience and recovery: The outlook for real estate long income
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team consider the outlook for long-lease assets after a challenging period for investors.
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Asset Manager NewsHIH Invest Buys Solar Park in Southern Spain
Developed and sold by the company BayWa r.e. Acquired for the HIH Green Energy Invest institutional fund Electricity production pre-sold to 90 percent on ten-year power purchase agreement
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White papersIPM Monthly Blog – Edition March 2024: Our monthly insights into private markets
Real estate - Market conditions remain challenging, but optimism emerging
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Asset Manager NewsRedevco and SFP launch ‘Next Gen Stays’ Iberian Hotel Joint Venture with Portfolio Target of c. €300 Million
Redevco and Swiss Finance & Property Group (SFP Group) have formed an Iberian hotel Joint Venture. Following a first close, a fund managed by SFP has indirectly taken a majority stake in ‘Next Gen Stays,’ currently comprising a seed portfolio of six assets in Portugal and Spain in the Lisbon, Porto, Bilbao, Malaga and Seville. The strategy is targeting a net levered IRR of 15%+ over a five-year period and aims to build up a portfolio of around €300 million.
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People NewsGARBE Austria Hires Franz Kastner as New Managing Director and Pushes ahead with its Expansion in Austria
GARBE Industrial Real Estate GmbH (“GARBE”), one of the leading specialists for logistics, light industrial and technology properties in Germany and other countries in Europe, is moving ahead with its expansion plans for Austria. Franz Kastner (39) was appointed as Managing Director of GARBE Industrial Real Estate Austria, a subsidiary formed in 2022.
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White papersRents, rates and the refinancing gap: The outlook for real estate debt
After a challenging 12 months for real estate debt investors, Gregor Bamert discusses what lies ahead for the market in 2024.
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Asset Manager NewsHines Named to Fast Company’s World’s Most Innovative Companies List
Hines, the global real estate investment manager, has been named to Fast Company’s prestigious list of the World’s Most Innovative Companies for 2024. Ranking in the top five of the Urban Development and Real Estate category, Hines is recognized for its achievements in innovation, sustainability and environmental stewardship.
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White papersHow private credit can drive the net zero transition
The sheer magnitude of capital requirements for the net zero transition represents a historic opportunity for private credit investors.
