All REIM articles – Page 28
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Asset Manager NewsHines European Real Estate Partners III and Grupo Lar announce a Voluntary Cash Tender Offer for 100% of Lar España share capital
On July 12 2024 - the consortium formed by the Real Estate fund Hines European Real Estate Partners III (“HEREP III”) and Grupo Lar (Lar España’s asset manager) has announced a Voluntary Cash Tender Offer for 100% of Lar España through a Spanish SPV that has been incorporated to launch the Offer: Helios RE, S.A. Helios is owned by the following entities:
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White papersRelative Value & Tactical Asset Allocation Q3 2024
We are not expecting a U.S. recession in 2024. We are looking for credit spreads to remain rangebound in the near future, and we prefer high carry while considering downside risks. Consumers and housing fundamentals continued to be solid, while CLOs fundamentals weakened further. Commercial real estate fundamentals are stable, but performance divergences are wide. We are neutral for both corporate equity and cash investments.
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White papersBeyond bricks: Innovation is driving the future of real estate
While market turbulence will likely continue in 2024, we believe select real estate opportunities will continue to present compelling investment opportunities. Real estate portfolios that allocate to alternative property types and are focused on large-scale trends could benefit from enhanced diversification and superior resiliency.
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White papersAre We There Yet? The Road to Recovery for CRE
Stickier than expected inflation and robust economic activity have delayed and diminished expectations for rate cuts in 2024.
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White papersBorrowing Costs Come Down While Refinancing Challenges Remain
Eurozone inflation came down faster than expected, pushing 5 year Euro swap rates down more than previously projected. Central banks rate cuts are now expected to be delayed with swap rates forecasted to come out just above 2% by year-end 2025. As a result. Eurozone CRE ...
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White papersAvoid, reduce, remove, align: Finding climate transition investment opportunities in real assets
In this article, Luke Layfield and Zoe Austin explain four key pillars that can help real asset investors align their strategies with the climate transition and uncover opportunities to deliver attractive returns.
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White papersReal estate déjà vu - Has life sciences real estate become the next logistics sector?
A bit more than a decade ago, in 2011, a (at the time) somewhat obscure real estate sector was in the initial stage of its S-shaped growth trajectory. Its share in global real estate investment portfolios was less than 10% and concentrated in the US. This was the industrial (logistics) sector.
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Asset Manager NewsSlättö enters into a joint venture with K2A and acquires 40% of a purpose-built student housing portfolio valued at SEK 3.1 billion (EUR 270 million)
A fund managed by Slättö has agreed to acquire a 40% stake in a high-quality student accommodation portfolio with assets strategically located across Sweden’s university cities. The acquisition is made through a joint venture with the Swedish real estate company Knaust & Andersson Fastigheter AB (publ) (“K2A”).
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White papersWhat role can global commercial real estate play in a portfolio?
Here we look at how sophisticated private wealth investors are increasingly exploring the benefits of combining various commercial real estate strategies in their portfolios.
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White papersPowering the future: the strategic role of data centres in the AI evolution in Europe
Data centre demand is surging, driven primarily by the rapid evolution of AI technologies. In PIMCO’s view, this represents a significant opportunity for investors in European data centres.
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White papersThe outlook for European real estate debt
Dave White, Head of Real Estate Debt Strategies, Europe discusses the market in 2024 and where we are seeing opportunities for investors.
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White papersListed vs. private infrastructure: Why not both?
Investing in listed infrastructure may provide benefits that make a strong case for a larger allocation to listed markets relative to private investments than is currently observed by institutional investors. At Nuveen, we strongly believe in the infrastructure asset class.
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Asset Manager NewsOperating expertise essential for delivering core-plus returns in European real estate market
Chase McWhorter, Institutional Real Estate, Inc.’s managing director, Americas, recently spoke with Jorge Duarte, fund manager of Hines European Property Partners, a diversified, open-end core-plus real estate fund focused on quality, stabilized assets in European markets with embedded growth potential. Following is an excerpt of that conversation
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White papersGenerating alpha returns in energy infrastructure
Actis invests globally in critical, sustainable infrastructure, not only because we view it as our mission to transform infrastructure for a better tomorrow but, above all, because we know that our investment approach, and experience investing in critical infrastructure in more than 35 countries over the last 20 years, delivers competitive, alpha returns.
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White papersSchroders Capital Global Real Estate Lens June 2024: your go-to guide to global property markets
Read the Global Real Estate Lens summarising the key data and trends for prevailing economic and capital market conditions, real estate occupier markets, and private real estate debt markets.
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White papersViva México: hola! to logistics and industrials
Mexico is a key area of growth for industrial and logistics real estate. We explain why.
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White papersSeeing the market as it is (not as we wish it to be)
“You take the blue pill—the story ends, you wake up in your bed and believe whatever you want to believe. You take the red pill… all I’m offering is the truth.”
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Asset Manager NewsBrookfield and GARBE to Recapitalize Standing Assets Logistics Portfolio in Germany and Austria
Brookfield, through its real estate solutions strategy, has acquired a majority interest in a portfolio of seven industrial logistics assets owned by GARBE Industrial Real Estate (“GARBE“). In addition, they will form a joint venture with GARBE to invest over €100 million of equity in value-add pipeline opportunities in select European markets. Terms of the transaction were not disclosed.
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Asset Manager NewsActis Publishes First TCFD Report With Climate Scenario Analysis Across 225 Asset Locations And 10 Sectors
Actis, a leading global investor in sustainable infrastructure, has published its first Task Force on Climate-related Financial Disclosures (TCFD) Report, which aims to inform and deepen understanding of climate risks and opportunities across its portfolio.
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Asset Manager NewsIPUT welcomes Stripe to Wilton Park
Stripe has chosen One Wilton Park as the location for its new Irish headquarters. The payments giant, which is owned by Limerick brothers John and Patrick Collison, signed on 28th June. The company has confirmed it will be the second half of 2025 when it moves into the building.
