All REIM articles – Page 116
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White papersThe Pandemic’s Effect on the Retail Sector
Sam Porat discusses the impact the current COVID-19 pandemic has had on the retail sector and how it has compared to previous downturns.
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White papersReal Estate Investing Through the Crisis
Matthew Kaplan reviews the impact to different sectors of the real estate market resulting from COVID-19, where opportunities may arise as the market finds its footing.
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White papersCovid-19 real estate update
Economic disruption is feeding through to real estate markets, prompting subdued investment market conditions The impact of the crisis is currently most evident in occupier markets, with the retail, leisure and hospitality sectors facing the greatest short-term liquidity pressure We believe Asia is best ...
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White papersAEW Research Flash Report - April 2020
To learn more about the immediate impact of the COVID-19 crisis on the Asia Pacific real estate property markets, we invite you to read a brief update by Asia Pacific’s Director of Research, Glyn Nelson. This report will be distributed intermittently over the following months as the COVID-19 situation evolves and we monitor its impact, real or potential.
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White papersSpecial bulletin #6: Economic and real estate outlook in the context of COVID-19
As of mid-April, the extent of the full devastation being wreaked by the COVID-19 pandemic across the global economy is becoming evident. The global economy is expected to see the greatest contraction in growth since the Great Depression with the IMF indicating that cumulative loss in global GDP this year and next could be approximately 6.1% for developed economies or about $9 trillion –an amount larger than the economies of Japan and Germany combined. Even factoring in the IMF’s forecast for a sharp rebound in 2021, the world economy will still be 5% off pre-pandemic levels, indicating the depth of this recession.
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White papersCOVID-19 to test the resilience of long income
Real estate long income strategies are known for their defensive qualities. Tim Perry explores how the impact of COVID-19 on the asset class will vary across businesses and sectors.
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White papersResearch Blast: COVID-19 European Office Markets Series, Edition 1 – April
Within a matter of weeks, COVID-19 has caused an unprecedented level of disruption to all asset classes. Office real estate markets are by no means immune to this, but due to the illiquid nature of the asset class it will be several months, if not longer, before the true impact is fully reported through data.
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Asset Manager NewsPATRIZIA buys large office building in Luxembourg city centre
PATRIZIA AG, the global partner for pan-European real estate investment, announces the acquisition of the AIRE office building in Luxembourg City on behalf of its institutional clients. The acquisition increases the number of properties PATRIZIA manages in Luxembourg to 13, comprising total space of around 87,000 sqm, with a total value of approximately EUR 800 million.
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White papersInfrastructure debt’s resilience is in its DNA
Infrastructure debt has been more stable than corporate debt over the past 35 years, but faces a stern test as coronavirus rocks markets. We look at what lends it such stability.
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White papersWhat’s the opportunity in retirement living?
We look at the investment case behind retirement living communities in the UK against a backdrop of low yields in global commercial real estate.
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White papersCovid-19 Special Update: Logistics & Offices Resilient
As economists adjusted their economic growth forecasts down, it seems inevitable that most leading European economies will enter recession in 2020. To place the current uncertain situation in a relative context, we present three different scenarios:
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Asset Manager NewsOrchard Street completes disposal of West Yorkshire logistics asset for £13 million
Orchard Street Investment Management (‘Orchard Street’), the specialist commercial property investment manager, announces that it has completed the sale of an NHS logistics unit operated by Unipart in Normanton, West Yorkshire, to Urban Logistics REIT for £12.9 million. The sale price reflects a net initial yield of 5.24%.
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White papersInfrastructure debt’s resilience is in its DNA
Infrastructure debt is not immune to a severe economic downturn, but the global financial crisis has left the asset class stronger. We explain why.
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White papersDesolate Spanish farmhouses tell you much about the European property market
Drive through Spain’s interior and you will be captivated by its starkly beautiful landscape. There is, however, a sense of desolation about it. The crumbling broken walls of abandoned farmhouses tucked in amongst the almond groves and pine plantations, and the deserted streets of ancient villages are testament to one of the most powerful demographic forces at play today.
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White papersThe impact of COVID-19 on private debt
As COVID-19 sweeps across the world, a contraction in global growth is causing an adverse short-term reaction to the economy and financial markets. While the extent of contagion from public markets to private debt remains unclear, transactions with strong downside protection should remain more resilient through the crisis, explains Nikhil Chandra.
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White papersSwitching to digital: the paradigm shift in real estate
A shift is underway in real estate: while the industry has traditionally focused primarily on location, the emphasis is increasingly on the collection, analysis and utilisation of data. However, it’s only in combination with artificial intelligence and optimised processes that the industry will benefit from that data, says Alexander Betz, Chief Digitalisation Officer at PATRIZIA.
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White papersCOVID-19: The impact on European real estate
As the spread of COVID-19 and government response continue to evolve, we analyse recent developments and how they could affect European real estate.
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White papersReal Estate House View - Switzerland
Steady performance despite economic cooling: low interest rate environment keeps investors ’ demand up in real estate and supports overall values.
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White papersReal Estate House View - Europe
While currently gastronomy is claimed to be the solution for vacant retail space (although at lower rents due to lower margins!) the food delivery business will become a space disruptor in the near future. While companies like Uber Eats, Deliveroo and takeaway.com are already visible in public, popular new formats such as shadow kitchens or home delivery of groceries are on the rise.
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White papersReal Estate House View - United Kingdom
Underlying UK property fundamentals robust outside the retail sector: pricing relative to bonds remains attractive with limited good quality supply and no over-leverage-expectation of modest economic growth predicts performance over the next five years driven primarily by income.
