All REIM articles – Page 109
-
White papersChina Property: Recovery From the COVID-19 Lockdown
After initial shocks, China’s property markets have regained strength. Strong home price growth and overheated land prices could attract policy intervention as regulators seek to instill a stable housing market, economy and financial system.
-
White papersWhere to next? - Embracing global real estate in the era of COVID-19
Real estate is an important part of any multi-asset portfolio. Going global rather than sticking to the domestic market can be highly beneficial for investors, though they must consider strategy carefully and actively manage risk.
-
Asset Manager NewsOrchard Street secures planning for carbon neutral South East industrial distribution hub
Orchard Street Investment Management (‘Orchard Street’), the specialist commercial property investment manager, announces that it has received planning permission from Surrey Heath Borough Council to re-develop a site within the Albany Park Industrial Estate into a 48,406 sq ft purpose-built and operationally carbon-neutral industrial and warehouse scheme.
-
White papersA home for impact investing
More than any other sector, the built environment shapes people’s lives. We discuss why real estate is a natural home for impact investing, the requirements of a successful impact investment programme and why opportunities in Europe need international and local solutions.
-
Asset Manager NewsDie Zentrale - Ready-to-Let Refurbished Office in Munich
Barings has developed a unique, forward-looking office property with the goal of helping companies attract and retain top talent. With the major refurbishment now complete, the building comprises over 12,000 sqm from the ground to the sixth floor—with standard floor plates of 1,300 sqm that are readily divisible and can accommodate a range of office concepts. An underground car park offers over 150 parking spaces and ample space for bikes.
-
White papersWhen equity becomes debt: The untapped potential of amortising-lease real estate
Pension schemes seeking alternatives to bonds may find amortising leases a compelling option, writes Luke Layfield.
-
White papersSustainability: Drawing force from lines of tension
Much like a gem is forged under pressure, the ESG movement is powerful because it results from tension at multiple levels: between art and science, absolute and relative, exclusion and engagement. Francois de Bruin explores the lines of tension underpinning the investment approach to sustainability.
-
White papersFit for the future: Unboxing ESG in real assets
Recent events have highlighted the importance of the environmental, social and governance characteristics of real asset investments – not only as part of COVID-19 recovery programmes, but also as a way of futureproofing portfolios.
-
White papersThe Decisive Eye - A strategic bulletin on issues and opportunities in European real assets
The average smartphone puts more computing power in our pockets than was available to the Apollo XI moon landing only fifty years ago. The pace of change is astonishing and continues to accelerate.
-
White papersGreen News & Views - Sustainably certified assets
Developing a sustainable future is enhanced by incorporating third-party benchmarking and certifications for all property types. There is now a proliferation of standards, ratings, and certification programs globally to help guide, demonstrate, and reward efforts to deliver sustainable, highperformance assets.
-
White papersAEW Research Flash Report - September 2020
COVID-19 related capital value declines combined with more conservative lending will lead to refinancing problems in the coming years, despite moderate pre COVID-19 loan-to-value (LTV) levels compared to the global financial crisis (GFC).
-
Asset Manager NewsGLP Europe Raises €1.1 billion for First Close of GLP Europe Income Partners II
Fund seeded with 1.9 million sqm of prime European logistics real estate assets
-
White papersAI changes the real estate game
The real estate mantra “location, location, location” is fast evolving into “data, data, data!” But data only adds real value if market players know how to analyse it. Marcelo Cajias, Head of Data Intelligence at PATRIZIA, discusses how digitalisation and AI are disrupting the real estate industry.
-
White papersProperty Appreciation, Inflation and What to Expect
In a speech at the Jackson Hole summit on August 27th, Federal Reserve Chairman Powell announced new and significant changes to U.S. monetary policy, specifically with respect to the Fed’s dual mandates of full employment and price stability.
-
White papersReal Estate Outlook – Switzerland
The transaction market remains buoyant as the risk premia of direct property investments persist at an elevated level.
-
White papersReal assets can offer an income alternative to low bond yields
When it comes to seeking investment income, market participants typically turn to bonds. But alternative sources of income are becoming increasingly important as more investors discover that debt just doesn’t yield enough to meet their portfolio distrubtion needs now. In working with clients around the world, we’re seeing private real assets play a bigger role in generating robust investment income that’s built to last.
-
White papersAEW Research Flash Report - August 2020
Second quarter data confirm that the U.S. suffered the single most severe contraction in real GDP (-32.9% annualized) since the 1930s and, as the U.S. now passes through the “dog days” of summer, the nation’s economy and psyche continues to be dogged by the relentless spread of coronavirus across large swathes of the country, in particular the southeast, southwest and west coast states.
-
White papersReal estate investors: don’t forget about climate change risk
The COVID-19 pandemic is top of mind for most investors, but the risk of impacts due to climate change should stay in focus, write Anne Böker, Associate Director Sustainability Management at PATRIZIA, and Greg Langley.
-
White papersReal Estate House View - Switzerland
Residential market with stable first half 2020 performance investor uncertainty and lower population growth on the demand-side leading to lower rental levels in peripheral regions - tight market conditions within dense metropolitan city centres.
-
White papersReal Estate House View - United Kingdom
Total return over H1 2020 equated to -3.3% compared to +0.3% over H2 2019 based on the MSCI UK quarterly index.
