All REIM articles – Page 64
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White papersISA Briefing: China’s great reopening
After nearly three years of enforcing a comprehensive approach to COVID-19, involving frequent testing, rigorous contact tracing and strict border quarantines, China unexpectedly ended its zero-COVID policy in early December 2022.
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White papersDecarbonising the built environment
We assess the financial and environmental pros and cons of developing new buildings versus retrofitting old ones.
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White papersMonthly Research Report: February 2023
Average Quality Returns Not Consistenly Higher Than Prime
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Asset Manager NewsGLP Capital Partners maintains strong fundraising momentum across strategies in 2022
$12.3 billion in equity commitments raised across real asset and private equity strategies
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White papersJoint interview with Markus Benzler and Jochen Mende on private equity and secondaries
Why consider investing in private equity (PE) now?
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White papersTechnology investment in the built environment and the path to net zero
The transition to net zero will almost certainly be one of the most significant capital outlays in history. A 2022 report from Goldman Sachs noted that Electrification ‘is poised to revolutionise European Economies and our everyday lives’ and that this effort would ‘need to mobilise €3.7 trillion of capital, most into green energy infrastructure, to develop renewables, upgrade power grids, refurbish buildings and to support the switch to electricity for mobility real estate and manufacturing.’
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White papersNo time but the present for value-add investing
These are, it has to be said, dramatic times. No sooner than most of the world was starting to emerge from the long shadow of the Covid-19 pandemic, it was confronted with another crisis. As a result of Russia’s illegal invasion of Ukraine, energy costs started spiralling last year, causing havoc in economies worldwide. Inflation was already going to be an issue, but the war - by far the largest in Europe since World War II - made the situation far worse.
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White papersSecular tailwinds creating infrastructure debt opportunities
Infrastructure debt remains an attractive opportunity despite a challenging economic outlook that could bring with it an increase in credit market defaults, argue David Cooper, Head of EMEA and Australian Infrastructure Debt and Jacob Otto, Director, Debt Product Specialist of IFM Investors
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Asset Manager NewsStrong growth in AUM to EUR 59.1bn (+21.6% y-o-y) in FY 2022 demonstrates resilience of PATRIZIA’s real asset investment management platform
FY 2022 preliminary financial results: Real Assets AUM and product offering further diversified with now close to 15% of Assets under Management (AUM) in the infrastructure sector with further strong growth potential and more than 11% of AUM outside of Europe, especially in Asia-Pacific and North America
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People NewsRai Katimansah joins SC Capital Partners as Managing Director
SC Capital Partners Group (“SC Capital Partners”) has hired Mr. Rai Katimansah as Managing Director.
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White papersLaSalle Investment Management – insights into value investing in Europe
Our insight report into value investing in Europe highlights the importance of expertise and experience in investing in today’s real estate markets, which are characterised by an abundance of unmeasurable uncertainty over quantifiable risk.
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White papersKeynote interview: The great renewables opportunity
In this article originally published by Infrastructure Investor magazine, Richard Nourse, managing partner at Schroders Greencoat, says renewables represent one of the fastest growing and most exciting aspects of the infrastructure universe and provide secure – often inflation-linked – income
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White papersExpert Q&A: Real estate debt; a compelling asset class in tough times
In this article originally published by Private Debt Investor magazine, Natalie Howard, Head of Real Estate Debt, Schroders Capital, insists it’s a great time to consider the property lending sector, with the banks pulling back and the competitive environment favourable to lenders.
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White papersISA Briefing: Energy back as key in real estate outcomes
We property strategists are accustomed to working with traditional real estate variables such as net absorption, rental growth and vacancy rates. But in the early days of the COVID-19 pandemic, there was no choice but to go on a crash course in previously unfamiliar epidemiological concepts like positivity rates, R-naught¹ and vaccine effectiveness, as these suddenly became drivers of short-term real estate conditions.
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White papersReal Estate Convictions: Asset Manager’s View of the European Real Estate Markets
2022 saw a more pronounced than expected global slowdown, due to Russia’s invasion of Ukraine, rising inflation, a tightening of financial conditions and the persistence of the Covid-19 pandemic in China.
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White papersBuild to rent investment – performance, resilience, and a great diversifier
The total value of the world’s stock markets is c. USD 95 trillion (Apollo Global Management) – a figure dwarfed by the estimated size of the world’s residential real estate value at USD 258 trillion (Savills)
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PodcastReal Estate Debt: Headwinds and Tailwinds
Head of Real Estate Debt Portfolio Management, Nasir Alamgir, provides an overview of the factors—both positive and negative—shaping the outlook for commercial real estate debt.
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White papersIs 2023 the year for renewables?
2022 was marked by several major events that will influence the energy and renewables industry in 2023 and potentially beyond. The most crucial one was obviously Russia’s invasion of Ukraine, which led to elevated commodity prices around the world.
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White papersReal estate market dislocation looms but opportunities remain for investors
Market dislocation is looming for the real estate industry as a result of higher debt costs compounded with steeper capital requirements to meet green credentials required by legislation and demanded by investors.
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White papersSchroders Global Real Estate Lens February 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
