All REIM articles – Page 5
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Asset Manager NewsEuropa Capital’s value-add fund launches €100 million sustainable French Light Industrial Platform
Europa Capital, the pan-European real estate investment manager, in partnership with DeA Capital Real Estate France, announces the launch of the French Light Industrial Platform (the “Platform”) on behalf of its value-add fund, Europa Fund VI with a strong commitment on ESG framework and sustainable properties.
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White papers
Why logistics investors should turn their attention to Southern Europe
In the tension field between crisis resilience, economic competitiveness, digitalisation and sustainability, the logistics industry is undergoing a dynamic transformation. Coping with rising complexity is a major challenge, but one that offers opportunities due to the rising value of logistics services and the resulting need for infrastructure.
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White papers
The U.S. Federal Reserve is about to Raise Rates: Keep Calm
With widespread inflation persisting in many western economies, the United States, United Kingdom and to a lesser degree, the Eurozone are moving up the curve of hawkish monetary policy. Emerging from the pandemic-induced lockdowns, the initial burst of inflation was largely driven by so-called base effects as prices were being compared to artificially low prices in 2020 due to the dramatic disruption of aggregate demand.
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Video
Time to scale up?
Institutional Investor fireside chat series with Mark Saunders on energy storage
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Asset Manager News
GLP Announces $5 Billion Recapitalisation to Establish China’s Largest-Ever Private Logistics Real Estate Income Fund
GLP CIP V is GLP’s first China offshore USD-denominated income fund; Portfolio comprises 54 prime, institutional-grade modern logistics assets totalling 5+ million sqm of GFA
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Asset Manager News
DekaBank finances last-mile logistics in Nuremberg
DekaBank has provided a €44.5M senior loan secured against a last-mile logistics property in Nuremberg, which was acquired by two German institutional investors, advised by investment and asset manager LUWIN Real Estate in an off-market deal from May & Co.
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White papers
What comes after globalisation?
The end of the Cold War acted like a catalyst for the liberal international economic order and free world trade. Cash and commodities moved across the globe at will. Location patterns were reshuffled. Asian countries, especially China, beckoned with a seemingly inexhaustible supply of cheap labour. With their labour market largely unregulated, they became the world’s extended workbench.
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White papers
Infrastructure Strategy 2022
EDHECinfra and BCG benchmark infrastructure investor peer groups
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White papers
ESG is the most pressing question facing our industry, but how do we bring it all together?
When we meet prospective investors, ESG is now firmly at the top of their list of questions. In a seemingly short period of time, it has quickly become one of the most talked about areas among real estate investment professionals.
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White papers
The road ahead for transportation infrastructure
Transport infrastructure experienced an unprecedented decline during the Covid-19 pandemic. As the world emerges from a series of lockdowns, traffic on toll roads returns more quickly than rail or air travel. Overall volume-sensitive transport continues to re-gain ground from the cyclical rebound. Investors seem to have turned the corner and see the impact on the sector as transitory rather than permanent. But what are the long-term structural trends behind the revival in investment deal flow and some of the biggest buyouts in transport infrastructure?
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White papers
Investment to help solve the problem of our time: building resilient supply chains
The best investment theses for real estate are almost always underpinned by their relevance to solving the greatest social and economic problems of the day. Among the most pressing of issues currently is the rebuilding and reconfiguring of global supply chains and better ensuring their future resilience.
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White papers
Global Vision
Welcome to the first edition of our redesigned Global Vision publication. It is designed to be a companion to the Global House Views publication released last November. That focused on the details of our five year macro-economic and real assets forecasts.
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White papers
Hines Investment Perspectives - U.S. Overview
We began this year with the expectation that the world and real estate markets would normalize, on the back of a more controlled pandemic and the reopening of most economies and markets. Little did we know that the first quarter would welcome us with a war in Eastern Europe, rising inflation, increased cost of debt and the prospects of a recession looming in the United States.
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People News
Europa Capital appoints Roberto Varandas as Head of Business Development
Europa Capital, the pan-European real estate investment manager, announces the appointment of Roberto Varandas to the newly created role of Head of Business Development, as it works in partnership with its majority shareholder, Mitsubishi Estate Co., Ltd. (“MEC”), Japan’s leading, listed real estate developer and one of the world’s largest real estate groups, to expand its global capital raising capability.
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White papers
European Logistics Reaching a Turning Point
The ECB has signaled a 25-50 bps rate hike in July and September as on the back of the on-going Ukraine conflict, inflation has continued to move up. Depending on the country, European government bonds have spiked by 100-200 bps over the last three months. These higher bond yields will impact on logistics markets as measured by our new Jun-22 base case and downside scenarios.
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White papers
Real Estate Outlook – US, Edition 2 - 2022
Growing economic uncertainty based on weaker consumer sentiment and inflation concerns increases the importance of focusing on durable income growth across real estate sectors, metros, and product types. Continued strong industrial and apartment return performance is anticipated, but at a lower margin than 2021, given interest rate pressures. We expect a deteriorating performance for office and a gradual strengthening in retail performance through 2022.
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Video
Introduction to the Neuberger Berman US Real Estate Securities Fund
In this short video, Steve Shigekawa, Senior Portfolio Manager, introduces the Neuberger Berman US Real Estate Securities Fund, highlighting some of its distinctive characteristics.
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White papers
Core Real Estate: opportunities to enhance returns and lower risk
U.S. Core Real Estate investments continue to deliver consistent total returns with a stable income component, at a relatively low risk point. Economic theory suggests steps taken to enhance core returns further would come with associated higher risk – the risk/return trade-off.
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Webinar
Recession and Inflations - Historical Lessons
Managing Partner and Head of Global Securities, Corrado Russo walks though how REITs have performed before, during and post the previous recessionary periods and what that might suggests in terms of expectations looking forward.
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White papers
European Real Estate in Asset Allocation: a new model for a new world
During the decade from 2012 to 2021, relative international geopolitical stability and quantitative easing policies generated abundant, low-cost liquidity, which was advantageous for real estate. However, the emergence of a paradigm shift, most notably in inflation or policy rates, cannot be ignored when defining a high-performance allocation strategy in the future, given current uncertainties.
