All Research & Forecasting articles
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White papersThe Power of AI in real estate: a paradigm shift
The real estate industry, traditionally characterised by its cautious adoption of new technologies, is now at a pivotal juncture. The emergence of AI, with its open-ended and self-evolving nature, promises to fundamentally change the way we live, work and play. This report looks at how AI is currently used across the industry, and how it promises to reshape real estate through an occupier and investment lens.
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Research ReportCromwell’s European Market Monitor – Q1 2024
Market Monitor gives our views on the latest data and trends from the financial markets and their impact on commercial real estate. The latest one covers ECB rates, credit standards and rate decline indicators.
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White papersParsing Office Distress
In this AFIRE article, Dags Chen and Lincoln Janes lay out a framework for parsing upswell in distress across the office sector—and discuss how this is presenting a potential opportunity, especially for investors willing to brave the dislocation.
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White papersResilience and recovery: The outlook for real estate long income
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team consider the outlook for long-lease assets after a challenging period for investors.
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White papersIPM Monthly Blog – Edition March 2024: Our monthly insights into private markets
Real estate - Market conditions remain challenging, but optimism emerging
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White papersRents, rates and the refinancing gap: The outlook for real estate debt
After a challenging 12 months for real estate debt investors, Gregor Bamert discusses what lies ahead for the market in 2024.
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White papersAre Consumers Weakening?
Our baseline forecast continues to incorporate a recession as we remain cautious about the economy. Although aggregate economic and labor market indicators continue to be strong, we are concerned about high consumer loan delinquencies, creeping unemployment, and affordability, all of which are potential headwinds to growth.
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White papersQ4 2023 Seniors Housing Research Perspective
It’s difficult not to be excited about the prospects for seniors housing in 2024. While capital market dynamics continue to weigh on assets and portfolios that were constructed at peak valuations with variable rate debt when borrowing costs reflected a different rate environment, the strength of the underlying fundamentals driving top-line revenue growth are difficult to ignore
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White papersSchroders Capital Investment Outlook: Real Estate H1 2024
Schroders Capital Investment Outlook for real estate provides a summary of conviction themes, the investment strategies benefitting from them, and how we are seeking to position portfolios for medium- to long-term outperformance.
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White papersAsia Pacific Market Perspective - Q4 2023
New Year, Familiar Themes - Rate Cuts Expected, but Opinions on Speed and Magnitude are Wide
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White papersU.S. Economic and Property Market Outlook - Q4 2023
The U.S. economy continues to surprise to the upside, posting annualized fourth-quarter real GDP growth of 3.3% (3.1% year over year) on top of the nearly 5% annualized growth in the third quarter.
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White papersQuarterly fixed income perspectives 1Q 2024: A turning point for policy
Themes, outlook, and investment implications across global fixed income markets
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Asset Manager NewsFY 2023 preliminary financial results in line with guidance
EBITDA of EUR 54.1m impacted by market headwinds and reorg - PATRIZIA proposes sixth consecutive increase in dividends and signals cautious optimism for FY 2024
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White papers2024 Macro Outlook
Resilient growth and falling rates make for an encouraging Macro Outlook. Our latest Macro Outlook provides a credible and encouraging basis for investing in real assets in 2024 and beyond.
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White papersPrimonial REIM Real Estate Convictions - Q4
After a slow year in 2023, 2024 will be a year of many challenges: challenges that are at the same time democratic, geopolitical, economic and financial. The most striking aspect will be the 2 billion human beings who will go to the polls during the year in 70 countries, including the United States, the European Union, India and the United Kingdom, thus redefining the balance of power.
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White papers2024 Global Real Estate Outlook
What does 2024 hold for real estate? Financial conditions and global megatrends (demographics, digitisation, deglobalisation and decarbonisation) will continue to influence return potential and sector allocation, affecting different regions in different ways. Both macro and micro lenses are necessary to take advantage of market dislocation and uncover those opportunities that could deliver strong returns.
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White papers2024 IGIS Market Outlook
The global CRE contracted in 2023 due to the swift rate hikes. Lowered funding and transaction wolume stemmed primarily from capital cyclical anxieties rather than asset valuation declines.
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White papersMarket Update fourth quarter 2023
After two strong, resilient years, the Dutch economy experienced a cooling-off in 2023. Rate hikes by central banks have proven to be succesful thusfar, with inflation moving back to an acceptable level in the course of 2025.
