All Real Estate articles – Page 5
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White papersIs a Functional Approach to Outsourcing the Way Forward?
CFOs and finance leaders are under growing pressure to reduce administrative costs while managing increasingly complex operations. Since 2008, the financial landscape has changed significantly. Portfolios have become more diversified, the number of funds and Special Purpose Vehicles (SPV) has increased, and regulatory requirements have expanded. At the same time, investors demand greater transparency and faster reporting, while fund managers require more detailed financial projections, budgets, and scenario analyses to navigate market uncertainties.
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White papersListed Real Estate and Cost of Debt: Prudent Optimism
In recent months, most central banks across Europe have shifted from a hawkish stance to a more accommodative monetary policy, marking the beginning of an interest rate-cutting cycle. In the Eurozone, after an intense period of rate hikes in 2022 and 2023, the ECB implemented four 25-basis-point cuts in 2024.
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White papersAffordable housing: how modular construction is changing the game - Interview with Stefanie Lütteke and Simon Dietzfelbinger
The housing market is under immense pressure with skyrocketing rents, rising property prices, and a particularly tight situation in metropolitan areas and for low-income earners. How can we overcome this crisis and achieve affordable housing? Is it a matter of politics, or do technical solutions also hold the key?
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White papersPBSA a resilient play but only for those who can deliver
Few sectors in UK real estate have demonstrated the resilience, adaptability, and sustained investor confidence of Purpose-Built Student Accommodation (PBSA) as of late. Despite economic headwinds—rising construction costs and a higher cost of capital, —the sector’s fundamentals remain compelling. Transaction volumes reached approximately £3.5bn in 2024, a 13% year-on-year increase (Savills), reinforcing investor interest.
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White papersBeyond DeepSeek: AI disruption and the implications for real estate
In the first instalment of our Artificial Intelligence & Real Estate Series, we introduced a framework to analyze the impact of the rising adoption of AI technologies on the commercial real estate environment. We also warned that as the AI revolution remains in its infancy, investors should brace for unanticipated breakthrough advancements that are difficult to predict and precisely time. Indeed, over the past month, a pivotal leap took place, intensifying the competition for AI industry leadership and market dominance.
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White papersThe strategic advantages of investing in the seniors housing industry
The U.S. Seniors Housing sector is at the forefront of an unprecedented growth trajectory, driven by powerful demographic trends, evolving healthcare needs, and a shifting economic landscape. As the U.S. population ages, the demand for quality senior care will grow exponentially, creating a resilient, needs-based asset class that offers compelling opportunities for institutional investors. Unlike traditional real estate sectors that are often cyclical in nature, we believe that Seniors Housing demonstrates secular trends and stability due to its essential nature and the non-discretionary demand for its services.
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White papersShaping the Future of Spanish Housing
Spain faces a housing production deficit of over 1 million homes, a gap that has been growing since 2014. By 2030, this shortfall is expected to exceed 1.7 million homes, representing more than 15 years of annual production. This structural imbalance presents a compelling opportunity for institutional and private investors looking to enter the Spanish residential market.
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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.
