All REIM articles – Page 6
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VideoWhy REITs are well positioned in the current market
In this Big Picture presentation at the Pinnacle Investment Summit 2024, Andrew Parsons (CIO & GREIT Portfolio Manager) discusses why REITs are in a great position to take advantage of current opportunities.
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People NewsHeitman Appoints Head of Global Sales in Client Service and Marketing Group
Heitman announced today the appointment of John Mancuso as Managing Director and Head of Global Sales in the firm’s Client Service & Marketing group. John has been serving in this role as interim head since June 2023 and will continue his responsibilities leading Heitman’s global sales initiatives. Based in Denver, he will report to Senior Managing Director and Global Head of Client Service & Marketing, Lewis Ingall.
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White papersBond Voyage: A journey into fixed income
In this summer edition of Bond Voyage, we discuss topical themes in liquidity, emerging-market debt, investment-grade credit and global sovereign bonds.
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White papersLiquidity optimisation for insurers: Building a bespoke portfolio solution
In the third part of our liquidity optimisation series, we look at how bespoke liquidity portfolios that take into account the interplay between different assets can suit the needs of insurers.
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Asset Manager NewsKGAL ESPF 5 enters into joint venture for the development of battery storage systems in Italy
Leading investment and asset manager KGAL announces that its renewable energy fund KGAL ESPF 5 is entering into a joint venture with IMCS, a renowned Italian renewable energy specialist, to jointly develop battery energy storage systems (BESS) in Italy. The emerging market for energy storage systems is gaining strong political support, as BESS can be used to mitigate the increasing fluctuations in electricity production from renewable energies. At the same time, this modern technology contributes to the portfolio diversification of the KGAL ESPF 5 Article 9 fund.
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White papers2024 Mid-Year Real Estate Outlook
Bulls and bears both had ample evidence to support their cases coming into 2024. Although inflation has yet to relent to a level that the central banks are comfortable enough to normalize policy interest rates, the global economy has remained remarkably resilient thanks to strong hiring and consumer spending.
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White papersU.S. Real Estate: Ready, Set, Go
Against a backdrop of reduced values, resilient fundamentals, and the prospect of lower financing costs, potential opportunities are emerging across the U.S. real estate market. But given the uncertainties remaining, caution remains key.
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Asset Manager NewsASR Dutch Core Residential Fund wins Best BREEAM In-Use Residential Building
The ASR Dutch Core Residential Fund has won the award for Best BREEAM In-Use Residential Building at the BREEAM Awards 2024. The residential fund of a.s.r. real estate won the award for the sustainable transformation of 31 single-family houses in Huizen. Marsha Sinninghe, senior fund manager of the ASR Dutch Core Residential Fund, accepted the award last night in London on behalf of a.s.r. real estate’s residential fund.
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Asset Manager Newsa.s.r. real estate launches renewable energy fund
On 1 July 2024, a.s.r. real estate launched the ASR Dutch Green Energy Fund I. The fund has a current size of approximately EUR 400 million and an ambition to grow to EUR 800 million and invests mainly in solar and wind farms in the Netherlands. The fund also offers the possibility to invest in batteries for energy storage. In this way, a.s.r. real estate wants to contribute to the energy transition.
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White papersRelative value in real assets: A spectrum of opportunities
Our real assets research team drills into proprietary data to compare risk and return across sectors.
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White papers
Exploring US Single-Family Rental Demographics
Despite being an historically important part of the US housing market, single-family rentals (SFRs) with institutional ownership are a relatively new phenomenon, coming onto the scene in a meaningful way only in the aftermath of the global financial crisis. Initially, large institutional investors amassed portfolios by taking advantage of the surplus of foreclosed properties available at auction.
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White papersFacing the Music: Challenges and Opportunities in Today’s Commercial Real Estate Market
For commercial real estate (CRE) borrowers and lenders, central banks have been a persistent source of frustration in recent years. Aiming to rein in stubborn inflation, the Federal Reserve and most of its peers have maintained elevated interest rates longer than anticipated. That’s their mandate, of course. But the consequences have been immediate pain for CRE borrowers facing higher debt costs, along with a duller discomfort from falling valuations due to reduced liquidity and higher capitalization rates.
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White papersEuropean Real Estate: Let the Recovery Commence
The pace of the recovery in the European real estate market will likely depend on variations in debt funding gaps by location and property type. The Barings Real Estate team discusses how this is shaping opportunities across the market.
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PodcastThe Multi-Decade Opportunity in U.S. Residential Real Estate
The U.S is experiencing a housing crisis driven by a lack of new supply and challenged affordability. But for investors providing the capital to modernize the country’s stock of housing, attractive returns may lie ahead. Maureen Joyce explains.
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White papersReal Estate Convictions: An Asset Manager’s View of the European Real Estate Markets
Despite the uncertainties, the global economy showed remarkable resilience in the first six months of 2024. However, growth remains uneven, and difficulties persist. At the same time, the economic upheavals of the past four years should gradually ease. Global growth forecasts currently stand at +2.6% for 2024, before a more dynamic recovery in 2025 (+2.8%).
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Research ReportMarket Update second quarter 2024
Economic growth in the Netherlands is expected to rebound in 2024. Modest private consumption growth is driven by factors as, rising house prices, continuously low unemployment, increasing consumer confidence and real wage growth.
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White papersTimberland’s expanding investable universe
Timberland earns a position in many institutional investors’ portfolios because of its portfolio-level benefits – a lack of correlation with capital markets, ability to hedge inflation, and steady income return. For some investors, portfolio decarbonization is an increasingly important portfolio benefit that also comes from an allocation to timberland.
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White papersThe Data Center Investment Opportunity
The data center industry is experiencing explosive demand growth driven by expanding use of technology and structural shifts in how data is consumed. Developers are building but they can’t keep up with demand—driving vacancy rates to all-time historic lows and rents to rise. The amount of capital required to develop the capacity to fill forecasted demand is unprecedented in the industry.
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People NewsKGAL appoints Carolin Vormann as Head of Institutional Business
As Head of Institutional Business, Carolin Vormann has been spearheading global sales activities and strategic product development for KGAL’s institutional investor business since 15 July 2024.
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White papersReal Estate Outlook – Switzerland, Edition May 2024 Stability through strong fundamentals
SNB initiates interest rate turnaround, brightening of economic conditions expected in 2H24
