All Real Estate articles – Page 48
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White papersReal estate 2023 outlook
The themes for 2023 in real estate are driven predominantly by the continued fallout of surging inflation and interest rate hikes from central banks. While the general consensus is that monetary policies will start to ease in the new year, the impact it will have on real estate is yet to be fully felt.
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White papersPrivate Real Estate Investing Amid Macro Uncertainties
COVID has been a “black swan” event that severely disrupted a normal market cycle and our daily lives starting in 2020.
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White papersAge-Restricted Apartments: A Compelling Investment Opportunity
Age-restricted (AR) apartments appear to be an increasingly compelling investment opportunity within the residential real estate market.
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Asset Manager NewsUnion Investment and GARBE acquire Logistics Real Estate Portfolio in Italy
Union Investment and GARBE Industrial Real Estate GmbH (“GARBE”) jointly acquired a portfolio consisting of two new logistics buildings with a combined effective floor area of around 137,600 square metres in Italy from “HEVF 2 Italy A” fund invested by Hines, global real estate investment, development and property manager, and managed by Prelios SGR via an off-market transaction.
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White papersIPM – Edition December 2022
3Q22 was a challenging one for private markets. Spreads between risk-free rates have narrowed or even reversed, leverage costs have soared and the economic outlook has weakened further. In this environment, it is crucial existing portfolios are positioned against some of the headwinds we know are coming next year.
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White papersThe stories behind the numbers
While it’s obvious that companies comprise their numbers, less is known about the idiosyncratic factors that make companies special. RBC’s Global Equity team looks at some of the stories…
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White papersThe case for alternatives in uncertain markets
Investor demand for alternative real estate sectors in Europe continues to remain at record levels. Sectors once viewed as niche have established themselves as part of well diversified real estate portfolios, with specialised strategies such as student accommodation, build-to- rent, life sciences and healthcare now regularly featured among the top of investor’s sectoral wish-lists.
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White papersRising interest rates and inflation: What should private debt investors expect?
Five key questions for Sandrine Richard, Head of Private Debt at Generali Investments Partners. Sandrine Richard, Head of Private Debt at Generali Investments Partners, discusses the impact of rising interest rates and inflation on private debt investments as well as the approach to this increasingly important asset class at Generali Investments Partners.
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White papersCasting a wide quantitative net to access alpha in China
The vast size and changing dynamics of China’s A-share market offer a relatively untapped yet increasingly appealing opportunity for quantitative investing.
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White papersEuropean market volatility provides real estate debt opportunity
Market conditions remain volatile amid higher interest rates, inflation and the threat of looming recession. In such an environment, investors are struggling to meet return requirements. However, asset classes such as commercial real estate (CRE) debt could offer the potential for value across short, U.K. medium and long-term timeframes, while adding effective portfolio diversification.
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White papersPortfolio construction themes
The economic backdrop that investors have been anticipating appears to be on the horizon — easing inflation and less aggressive central banks (although the U.S. Federal Reserve is likely to continue tightening, albeit at a more measured pace), but also an increasing likelihood of recession.
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White papersOutlook 2022: European real estate
We plot out our expectations for real estate next year and beyond, including why the asset class is pivotal in the fight against climate change, and how investors can turn that in their favour.
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White papersISA Outlook 2023
The global economy in general – and real estate markets in particular – are currently in the throes of an acute episode with pressure coming from every direction
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White papersREAL ESTATE’S PUBLIC QUADRANTS: Increasingly attractive, as most of the risks are already priced in
Dark clouds of a recession hang over investment markets with the Federal Reserve continuing to tighten monetary policy. Markets are pricing for Fed funds to approach 4.5% by year end, possibly higher in 2023 moving into restrictive territory.
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Asset Manager NewsHidden Hill Capital Announces $465M Close of Hidden Hill Foundation Fund Exceeding Target
Fund was oversubscribed exceeding its initial fund target after being in the market for only six months. Hidden Hill Capital, a private equity manager backed by GLP, focused on investing in modern logistics, supply chain and related technology
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White papersChina housing policy: better late than never
The latest support measures the Chinese government announced on housing have sought to re-establish lifelines for struggling developers, clarifying that credit forbearance would not be considered as stepping on the red lines. After sharp deleveraging over a year, stabilising the market is now the priority.
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White papersTop 10 with… Interview with our experts on life sciences
“With a strong growth potential and a distinct social angle, the life sciences sector is developing at a fast pace, increasing investors’ interest in securing a spot in this forward-looking niche. But access is selective, and industry expertise isn’t enough to be successful.”
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Asset Manager NewsPATRIZIA strengthens its real asset product offering with acquisition of international multi-manager ADVANTAGE Investment Partners
International real assets manager ADVANTAGE Investment Partners offers broad access to multi-manager products including global infrastructure and private equity, expanding PATRIZIA’s real asset product shelf
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White papersA reset for European real estate is underway
2023 could be a golden vintage for property investors
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White papers2023 Outlook: Global Real Estate - 2
In this roundtable discussion, our experts across real estate debt and equity discuss how they are navigating today’s challenges and weigh in on where investors can turn to find attractive returns.
