All REIM articles – Page 98
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Asset Manager NewsArrow acquires logistics asset in Poland from M7
Arrow Capital Partners, the investor and operator of real estate in Europe and Asia-Pacific, has acquired the prime urban logistics asset, Airport House, in Warsaw, for its $3 billion European Strategic Industrial Real Estate (“SIRE”) platform. The asset has been sold by M7 Real Estate (“M7”) the pan-European investor and asset manager, on behalf of PVBRI, a work-out investment vehicle created by M7 and a Polish Bank to stabilise and turnaround a financially challenged portfolio of industrial, office and retail investments.
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White papersInvestment Research - Comparing Previous Downturns
This short paper expands upon content first published in PGIM Real Estate’s 2020 Global Outlook report: Real Estate During a Crisis.
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White papersReal Estate: The Critical Role of Asset Management in a Crisis
Asset management is vital to long-term value creation in real estate debt and equity markets—particularly when it comes to navigating crises like COVID-19.
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White papersTomorrow’s world: COVID-19 and the long-term future of commercial real estate
Chris Urwin and Jonathan Bayfield look beyond the near-term disruption to real estate to assess the longer-term prospects for the retail, office and logistics sectors.
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White papersThe Evolving Role of Office Space
We just experienced one of the most sudden, vast and unprecedented disruptions of workplace routines in modern society. As COVID-19 swept the globe in early 2020, office-based organizations around the world scrambled to expand remote work to nearly all employees. Overnight, we saw the adoption and implementation of tools, technologies and protocols that many companies had previously been slow to adopt or even rejected.
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White papersThink European value-add: Why a short-term strategy needs a long-term philosophy
Investors cannot rely on what worked before. Even short-term strategies need to be reconsidered and reformulated to factor in changes that are shaping our society and our behaviour.
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White papersAEW Research Flash Report - June 2020
In this fifth update since the onset of the Covid-19 pandemic, we define a new base case scenario by being more precise about our cash shortfall and yield widening assumptions for individual markets and quantify both short and long-term return implications across more individual markets.
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Asset Manager NewsHenderson Park And Hines Acquire 1,094-Room Hotel Portfolio On Greek Island Of Crete
Henderson Park, the European real estate investment platform, and Hines, the international real estate firm, have acquired a portfolio of five hotels on the popular Greek island of Crete.
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White papersDefaults, disruption and development: Real assets adjust to the new normal
While lockdown measures gradually start to ease, it is still far from business as usual in the real assets sector. Mark Versey explains the impact for investors.
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White papersInfrastructure in a post-COVID world – June 2020
COVID-19 and the end of infrastructure as we know it?
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White papersLogistics: ‘Last mile’ or further to run?
Following a decade of bumper demand and returns, many experts are questioning whether logistics real estate assets have reached their prime or whether they still have further to run. Vivienne Bolla argues the latter.
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White papersCOVID-19 and data infrastructure: Will demand translate into profit?
During the initial outbreak of COVID-19, we published a report on the underlying long-term trends supporting data infrastructure. Since then, much about the world as we knew it has changed. Laurence Monnier assesses how many of the trends we identified remain intact and whether the surge in demand for data services and infrastructure will translate into investment opportunities.
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White papersReal Estate Outlook, Switzerland
The outbreak of the COVID-19 pandemic has disrupted the economic outlook abruptly. Switzerland is set to experience a sharp GDP contraction in 2020, although economic activity is slowly recovering thanks to the progressive lifting of the soft lockdown measures. This situation supports a continued extreme low interest rate environment, which contributes to the attractiveness of Swiss real estate investments.
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White papers2020 Isn’t Only Hindsight
By any conventional measure, the current recovery and expansion phase of the U.S. business cycle is the longest in the nation’s history. This naturally leads many to conclude that the economy, and by extension property markets, must be “late cycle” with an inevitable downturn just around the corner.
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White papersU.S. Economic & Property Market Perspective Q1 2020
At the beginning of March, the U.S. economy was on pace to record another quarter of moderate but positive growth. Total employment had increased by 214,000 in January and 275,000 in February and the Atlanta Federal Reserve’s real-time model (GDPNow) suggested annualized real GDP growth of 2.5% for the quarter. Within a span of just a few weeks, that assessment was radically upended as more than 30 million American workers lost their jobs in the rapid shutdown of wide swathes of the U.S. economy in response to the equally rapid spread of the novel coronavirus (COVID-19).
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White papers2020 Global Strategy Perspective
As we start the third decade of the 21st century, it is an opportune time to take stock of real estate markets around the world. Despite the aftershocks of the global financial crisis, most investors have taken advantage of real estate opportunities outside their home markets. At AEW we have been working with international investors for nearly 40 years. In this report, we share our perspective on global investment markets, considering both global trends and occupier market trends.
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White papersWhat Happens After Listed Real Estate Falls?
It has been a month since the high watermark for listed real estate securities and other equities, and a week since the dam broke. Listed real estate has suffered even more than the broad market, especially in the past few days as public life began to shut down in the wake of the COVID-19 outbreak. Hotels are empty, many malls and restaurants are shuttered, and most of us are working out of our homes rather than at our offices. Even after the March 24 rally, both U.S. and global listed real estate markets are down roughly 40% from their February peaks.
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White papersAsia Pacific Market Perspective Q1 2020
Operating conditions and the investment outlook in the Asia Pacific region shifted dramatically over the first quarter. The market had severe restrictions imposed on it to bring the public health crisis of COVID-19 under control, and governments and central banks announced very large support packages to offset the costs of these restrictions. The current projections are for a sharp, but short-lived contraction in economic activity, concentrated in the first half of this year, with a resultant recovery in the second half of 2020 and rebound in 2021. The unknown part of this outlook is the effect any COVID-19 reoccurrence may have, and how disruptive that could be.
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White papersWhy the city of Berlin is marching to the river edge
When PATRIZIA bought the Coca-Cola building in Berlin’s trendy Mediaspree in 2016 for the PanEuropean Fund, it was a first mover. Since then, the media and communications park has really taken off.
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White papersUK Social Supported Housing
A highly resilient, income-focused sector in an uncertain environment?
