All Real Estate articles – Page 88
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White papers2020 Global Strategy Perspective
As we start the third decade of the 21st century, it is an opportune time to take stock of real estate markets around the world. Despite the aftershocks of the global financial crisis, most investors have taken advantage of real estate opportunities outside their home markets. At AEW we have been working with international investors for nearly 40 years. In this report, we share our perspective on global investment markets, considering both global trends and occupier market trends.
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White papersWhat Happens After Listed Real Estate Falls?
It has been a month since the high watermark for listed real estate securities and other equities, and a week since the dam broke. Listed real estate has suffered even more than the broad market, especially in the past few days as public life began to shut down in the wake of the COVID-19 outbreak. Hotels are empty, many malls and restaurants are shuttered, and most of us are working out of our homes rather than at our offices. Even after the March 24 rally, both U.S. and global listed real estate markets are down roughly 40% from their February peaks.
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White papersAsia Pacific Market Perspective Q1 2020
Operating conditions and the investment outlook in the Asia Pacific region shifted dramatically over the first quarter. The market had severe restrictions imposed on it to bring the public health crisis of COVID-19 under control, and governments and central banks announced very large support packages to offset the costs of these restrictions. The current projections are for a sharp, but short-lived contraction in economic activity, concentrated in the first half of this year, with a resultant recovery in the second half of 2020 and rebound in 2021. The unknown part of this outlook is the effect any COVID-19 reoccurrence may have, and how disruptive that could be.
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White papersCovid-19: short-term pain, long-term opportunities for European commercial real estate
The Covid-19 crisis now appears to be deeper and more widespread than initially estimated by financial markets, and it is placing a huge strain on the global economy. In this new and evolving context, real estate is likely to share in the economic pain in the short run, but could prove resilient in the longer term given its defensive features, including its ability to dampen volatility and bring diversification to portfolios.
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White papersWhy the city of Berlin is marching to the river edge
When PATRIZIA bought the Coca-Cola building in Berlin’s trendy Mediaspree in 2016 for the PanEuropean Fund, it was a first mover. Since then, the media and communications park has really taken off.
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White papersUK Social Supported Housing
A highly resilient, income-focused sector in an uncertain environment?
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White papersMajor Shifts In Odce Sector Allocations Underway
Prior to the COVID-19 crisis, commercial real estate (CRE) demand and supply fundamentals were largely healthy in most markets and property sectors. The U.S. labor market and household formation had been very strong, driving robust demand for commercial space. Furthermore, relatively conservative underwriting and rising construction costs constrained new supply. In recent months, however, the global pandemic has led to a rapid downturn of the U.S economy, negatively impacting different industries and real estate dynamics.
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White papersReal estate outlook – Out of office
The COVID-19 outbreak has forced a revolution in office working in the past 10 weeks, with millions of employees working successfully from home across the world. This has led to competing claims about whether working from home will revolutionise the future organisation of work and change the nature of the office real estate business.
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White papersWhere to go in an income drought?
Income investors face multiple challenges – dividend cuts, historically low yields, rising corporate defaults, and an uncertain property market. Francois de Bruin goes in search of sustainable income sources.
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White papersCOVID-19 European Office Markets Series, Edition 3 – June 2020
Demand for core product holding up
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Asset Manager NewsAXA Investment Managers - Real Assets completes forward purchase of 919-unit affordable housing rental portfolio in Madrid for €150 million
AXA Investment Managers - Real Assets (“AXA IM - Real Assets”), a global leader in real asset investments and the leading(1) real estate portfolio and asset manager in Europe, announces that it has completed, on behalf of clients, the forward purchase of a 919-unit affordable housing for rent portfolio in the Madrid region of Spain for €150 million. The portfolio’s vendors are Tectum Real Estate, a dedicated build to rent company, and Locare Real Estate, a development company with extended expertise in affordable housing.
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White papersPATRIZIA ranks top European cities for 2020
The PATRIZIA City Ranking illustrates which European cities are the most attractive and which the most liquid, helping investors develop a truly diversified European residential portfolio.
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Asset Manager NewsPATRIZIA sells German DIY portfolio for EUR 96 million
Portfolio comprising 71,000 sq m of retail space across seven assets
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White papersAsia Pacific Outlook - May 2020
The outbreak of COVID-19 has quickly translated into a severe shock for the global economy and real estate markets. Near-term indicators of performance have turned sharply downward, and the situation is fast-moving.
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White papersEuropean Outlook - May 2020
The outbreak of COVID-19 has quickly translated into a severe shock for the global economy and real estate markets. Near-term indicators of performance have turned sharply downward, and the situation is fast-moving.
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White papersAmericas Outlook - May 2020
The outbreak of COVID-19 has quickly translated into a severe shock for the global economy and real estate markets. Near-term indicators of performance have turned sharply downward, and the situation is fast-moving.
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Asset Manager NewsIPUT announces largest green Revolving Credit Facility in the Irish real estate market
Upsized €300m RCF incorporates a €200m green component Green facility will finance 600,000 sq. ft. office development at Wilton Park Builds on IPUT’s commitment to UN Principles for Responsible Investment IPUT also raises €200m through inaugural US private placement
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White papersCOVID-19: Is there still a premium for illiquidity?
One of the immediate consequences of the COVID-19 pandemic has been a marked reduction in investors’ risk appetite. But will their appetite for the illiquidity premium in private markets also disappear? Laurence Monnier explores.
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White papersAEW Research Flash Report - May 2020
In this fourth update since the onset of the Covid-19 crisis, we update and combine some of our initial thoughts about the impact of the lockdowns and expected restrictions going forward.
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White papersGlobal Real Estate: Cyclical & Structural Impacts of COVID-19
As investors navigate global real estate markets in the months and years ahead, understanding the interplay between near-term cyclical weakness and long-term structural trends will be key
