All REIM articles – Page 20
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Asset Manager NewsGLP Capital Partners (“GCP”) completes the sale of 12 logistics assets in Brazil totalling $300 million
GLP Capital Partners (“GCP”), a leading global alternative asset manager, today announced the sale of 12 logistics assets, in two separate transactions on behalf of two CP Brazil funds, totaling 642,000 SQM of gross leasable area (“GLA”) and an aggregate value of approximately US$300 million. The properties sold are mostly located in key metro locations in São Paulo state.
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White papersPrivate real estate set up for attractive early cycle returns
REITs bottomed in late 2023 — signaling the private real estate bottom in 2024–2025
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PodcastReal Estate Debt: Why Now?
While commercial real estate markets continue to face cyclical and structural headwinds, real estate debt may prove to be a bright spot for investors in 2024—benefiting from attractive valuations and increased institutional take-up of the asset class. Nasir Alamgir explains.
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White papersEuropean Hotel Sector: 2024 Outlook
The European hotel market rebounded strongly after the COVID-19 pandemic (explore past performance in detail in our first paper in this series).
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White papersU.S. Real Estate Market Outlook: Lifting Fog
At the start of 2023, economists believed there was a 63% probability that a recession would occur during the year (many estimated that the U.S. was already in a recession). The path of inflation was uncertain, as was the impact of higher interest rates on consumers and U.S. businesses. The war in Ukraine was also relatively new, causing heightened geopolitical uncertainty and energy market volatility, further pressuring economic growth.
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White papersIPM monthly blog – Edition January 2024: Our monthly insights into private markets
Interest rates are key for real estate performance and market expectations have been volatile, moving to a higher-for-longer narrative last October as war started in the Middle East, before falling sharply in December following dovish comments from the Fed and then being tempered in January as inflation showed a small uptick.
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Asset Manager NewsSlättö grows in Finland with second Helsinki CBD hotel
The acquisition is Slättö’s second in the hospitality sector in Finland. The new aparthotel will meet the needs of different groups of travelers, from short- to long-term stay, with high standards in design, quality and sustainability. For this project, Slättö has once again partnered with the tech-led operator Bob W.
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White papersMaking Impact | London
We launched the first report in our ‘Making Impact’ research series to a full house at The British Library, King’s Cross, on 23rd January 2024.
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Asset Manager NewsPATRIZIA closes debut impact strategy with firepower to invest over EUR 500 million in social and affordable housing
PATRIZIA has announced the final close of its debut impact investing strategy with firepower to create a EUR 500+ million pan-European social and affordable housing portfolio.
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Asset Manager NewsGLP Capital Partners (“GCP”) establishes RMB 10 billion AUM China Income Fund XII
GLP Capital Partners (“CP”) today announced the close of China Income Fund XII (“CIF XII*) with RMB 10 billion of assets under management (‘AUM’) in partnership with a leading global institutional investor.
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White papersOutlook 2024-2026: Strong Fundamentals Offer Perspective
The real estate investment market has experienced a turbulent year with significantly negative returns. The contrast with the user market is considerable, given the high demand for quality and sustainable real estate.
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Asset Manager NewsStrong tenant demand in the Netherlands offers perspective for institutional real estate investors
High tenant demand for sustainable, affordable housing, healthcare real estate and retail real estate in sought-after locations in the Netherlands offers institutional real estate investors perspective in the coming years. Provided, however, that interest rates do not rise further. This is according to Achmea Real Estate’s Outlook 2024 - 2026.
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White papersListed REITs 2024 Outlook
After lagging equities the past two years, REITs offer an attractive investment opportunity in 2024.
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White papersResidential real estate: An attractive entry point for a sector with long term potential
We think the long-term fundamentals of the sector are good and should drive rental growth. The sector is also developing in more countries, with new formats emerging.
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Asset Manager NewsInvesco launches first global direct real estate fund exclusively for UK DC pension schemes
Invesco Real Estate, the £73.8bn global real estate investment business of Invesco Ltd. (NYSE: IVZ), has today launched a fund exclusively for Defined Contribution (DC) pension schemes in the UK.
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Asset Manager NewsEdR REIM expands portfolio with EUR 70 million acquisition of four key industrial properties
Edmond de Rothschild Real Estate Investment Management (“EdR REIM”) has acquired 4 properties with a market value of EUR 70 mln for its Euro industrial real estate strategy over the course of Q4 2023.
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White papersAustralian Real Asset Review Q1 2024
Dexus Research’s Australian Real Asset Review Q1 2024 describes the key trends in Australia’s main real asset markets including commercial real estate, healthcare and infrastructure.
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White papers2024 Global Public Real Estate Outlook Report
We believe REIT share prices are ready to take off in 2024 after patiently awaiting their turn on the runway for the better part of two years.
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White papersUK real estate market commentary: January 2024
The UK economy faces challenges, including the high cost of living and monetary tightening. However, there are signs of improvement. Oliver Kummerfeldt, Head of European Real Estate Research, discusses the economic landscape and provides insights for decision-making in real estate investments.
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White papersEuropean Hotel Sector: Identifying opportunities for value creation
A combination of strong fundamentals and pockets of distress presents unique opportunities for investment in the European hotel sector. (Explore the investment case in detail in our first paper in this series.)
