All Real Estate articles – Page 5
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Asset Manager NewsSlättö announces first close of third flagship Nordic Value Add fund with 50% of target commitments
Slättö today announced the first close of its third flagship Nordic value-add real estate fund, Slättö Value Add III, securing SEK 2.5 billion (EUR 220 m) in committed capital, including co-investment capital.
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White papers2025 Global Real Estate Outlook: Is property at a turning point?
As we look towards what 2025 holds and the opportunities it will afford in real estate, it is worth first reflecting on the past 12 months. We have seen elections in major economies around the world and changes in human behaviour in response to evolving structural thematics, all of which have and will continue to impact in a plethora of ways. We saw inflation spiral, and the heightened cost of debt held back investment activity as ‘bid:ask’ spreads widened and real estate prices fell.
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White papersReal Estate: The Red Thread – Private Markets - Edition December 2024
“Outside of offices, real estate capital values look to be bottoming out, while transaction activity has been trending up this year. We expect market recovery to take hold in 2025 and capital values to rise. Proposed tariff increases by Donald Trump will likely impact logistics markets, affecting assets at airports, ports and land borders, while consumer focused facilities are less at risk.”
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White papersEuropean Real Estate: Prime’s Time?
A cooling economic backdrop in Europe and prospects for further monetary policy easing favor core property—given its bond-like investment attributes—over secondary assets.
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White papersU.S. Real Estate: A Modest Start to the Recovery
The first major real estate downturn since the GFC is almost over. Demand is rebounding modestly across most of the U.S. real estate market while supply continues to pull back. This backdrop is presenting select opportunities in the asset class—but near-term risks remain.
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White papersNuveen hits over AUD $400 million first close for Australian real estate debt strategy
Nuveen, one of the largest asset managers with over $1.2tn AUM, has closed its first commingled Australian commercial real estate debt strategy with anchor investments of over AU$400M from the Teachers Insurance and Annuity Association of America (TIAA) and Temasek, a global investment company headquartered in Singapore. These commitments are expected to grow via additional investments from other global investors who are currently progressing due diligence.
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White papersGlobal Real Estate Outlook 2025: A new chapter begins
Appetite for real estate investments is continuing to rise, given most global markets have reached a turning point, with capital values largely stabilised and some having begun their recovery phase. As we enter a new cycle, we believe lower entry prices, coupled with strengthening rental growth, make for attractive return potential.
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Asset Manager NewsEmpira Platform Joins Forces with Partners Group
As of early 2025, Empira AG, a leading vertically integrated investment manager specialising in real estate, will become part of Partners Group, one of the world’s leading private markets investment managers. As part of this transaction, Empira will operate as a specialised, independent real estate brand within Partners Group, broadening the reach of both firms to offer institutional and private investors worldwide innovative and high-yield real estate investments.
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White papersReal estate investment enters a new era
Alternative sub-sectors offer unique demand drivers and the potential to outperform core real estate sectors.
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White papers2025 Outlook: Global Real Estate Roundtable
In an environment characterized by change, our real estate debt and equity experts weigh in on the challenges and opportunities investors are likely to encounter across the global real estate markets in the year ahead.
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White papersInfrastructure 2025 Outlook
In 2025, the macro backdrop for private infrastructure is undoubtedly positive. Economic growth is resilient, inflation remains above average, and interest rates are declining. Valuations have also fallen in recent years, offering relative value compared to public markets. All stars appear aligned for the asset class, but here is a simple truth – there is no easy money left in infrastructure.
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Asset Manager NewsPartners Group agrees to acquire real estate platform Empira Group
Partners Group, one of the largest firms in the global private markets industry, has agreed to acquire Empira Group, a premier real estate investment platform. The transaction will enhance Partners Group’s position as a global real estate investor and support its ambitious growth plans as the asset class enters a new paradigm for investing.
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Asset Manager NewsKGAL invests in leasing deal for three more aircraft for pension fund
KGAL has successfully concluded a lease agreement with the Canadian regional airline Porter Airlines for three De Havilland Dash-8 Q400 aircraft via its subsidiary GOAL, the long-standing joint venture between KGAL and Deutsche Lufthansa AG. The aircraft are part of the KGAL APF 5 fund, which specialises in aircraft leasing and which has to date grown to a volume of well over 400 million euros.
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White papersEurope Real Estate Outlook – Edition December 2024: Who dares wins
Around six months ago, in our last publication, we wrote about the start of a new investment cycle in Europe. We highlighted the improvement in inflation and interest rates, in resilient purchasing manager indices (PMIs), especially for services, and how investors should act as athletes before the race begins: “train hard, win easy.” Prepare and get outsized returns.
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White papersGlobal Retail Attractiveness Index: New high in European retail markets
The positive trend in European retail markets is becoming more entrenched. In the third quarter of 2024, the Global Retail Attractiveness Index (GRAI) for Europe stood at 114 points, 1 point higher than in the previous year (Q3 2023: 113 points). In eight of the European markets covered by the Union Investment and GfK retail index, the index showed moderate to strong gains.
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White papersExploring emerging trends in the logistics and light industrial sector
“Progress is impossible without change, and those who cannot change their minds cannot change anything.” As George Shaw rightly pointed out, continuous rethinking and development of strategies is essential for growth. In recent seasons, we have explored key megatrends like Industry 4.0, urban logistics, the rise of e-commerce, and de-globalisation. While the first three remain important components of the sector and continue to develop and shape the market, some megatrends are changing, thus offering opportunities and challenges alike.
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White papersPraemia REIM gears up for new cycle
Praemia REIM, formerly known as Primonial REIM, is sharpening its focus as it enters a new phase in the real estate market. As a European leader in healthcare real estate—the cornerstone of its strategy—the firm is doubling down on social infrastructure while seeking new opportunities. As the market shifts, Praemia REIM is exploring growth areas beyond its traditional strongholds, including potential expansion into the UK and Central Europe, and diversifying into emerging asset classes such as real estate debt focused on green infrastructure.
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White papersIs real estate in recovery mode?
Following two years of cumulative losses, global real estate returns turned positive in the second quarter, suggesting a budding recovery in the asset class. In the era of low interest rates, real estate values were flying high. Globally, quarterly total returns reached 5.0% in Q4 of 2021 and 17.8% year-over-year in the subsequent quarter, according to the MSCI Global Quarterly Property Index – figures that were well above long-term averages. The tightening cycle that followed more than unwound those gains, with values now back to 2018 levels.
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White papersIn Plain Sight: The Core Plus real estate investment opportunity that every investor should know about
In today’s commercial real estate environment, a new paradigm is reshaping the way BGO is approaching the market. Structural shifts in capital flows, transformative demographic trends, and evolving tenant behaviors are driving waves of change that have further strengthened our resolve and the rationale for Core Plus investing. We are in a higher cost of capital world, not only with interest rates but also with insurance costs and operating environments. Further, secular shifts have changed the way the built environment is utilized globally.
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White papersTrumponomics and European real estate
The incoming US administration isn’t all bad news for Europe’s real estate investors
