All Research & Forecasting articles – Page 2
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Resilience in life sciences: IREI article on the UK versus US life sciences markets
The definition of life sciences real estate - For the purpose of this article, life sciences is defined as an industry that comprises companies involved in the research, development and manufacture of pharmaceuticals, therapies and medical devices, which help to foster medical innovations with the ultimate aim of extending the length and quality of human life. Life sciences real estate is property specifically designed and built for companies within the industry.
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PM Corner: Infrastructure debt in a sweet spot for 2024
Private infrastructure had a challenging 2023. After a record fundraising year in 2022, we reported in our Infrastructure Outlook 2024 overall funds raised in 2023 fell by over 50%.
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2024 Trends and Tactics: Real estate opportunities and risks in the current environment
Discover the latest real estate market trends in our quarterly research report. Dive deeper into regional market and sector conditions to find out the tactics we incorporate into our investment decisions.
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Listed infrastructure: Structural growth tailwinds aplenty
Quick takes on capital markets
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European Logistics: Why Now
Why European Logistics? During the previous property cycle, the European logistics sector emerged as a standout performer, driven by robust fundamentals and enduring demand trends.
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How carbon markets bolster timberland investing
As more and more investors look to integrate natural capital strategies into their portfolios, timberland is proving to be an obvious beneficiary. Thomas Sarno, global head of timberland investing, believes that now is an ideal time to invest in the asset class.
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IPM – Edition May 2024: Our semi-annual insights into private markets
The path that real asset owners have trodden over the last two years has been challenging. Investment volumes have hit record lows in some markets, at least in terms of inflation-adjusted figures. The bifurcation between markets’ performance has also been vast: according to MSCI1, US offices have seen their capital values drop by more than 30% from year-end 2021, while US industrial values are up nearly 5% over the same time period. And while not as extreme, similar stories can be said for many other private markets.
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Near-term opportunities and long-term trends
After the correction, we assess those areas that we believe might benefit over the coming months – and the megatrends set to define the years to come.
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Europe’s emerging alternative sectors
When Harrison Street entered Europe in 2015, alternative sectors like Purpose-Built Student Accommodation (PBSA) and Build-to-Rent (BTR) were considered niche real estate asset classes.
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Investing in Asian new economy real estate
The global real estate market is well known for its compelling characteristics, offering long-term, stable yields to institutional investors. However, with continued economic and geopolitical uncertainty, as well as a complex global interest rate environment, it is increasingly important that investors choose the appropriate markets and sectors to maximise their returns.
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Fundraising in infrastructure - A return to the market buzz
Sentiment for infrastructure was muted in 2023. Although very few investors we spoke to were outright negative on the asset class, most have taken a “wait and see” approach, especially given the denominator effect.
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Digital infrastructure — the next chapter
Gaining technology-agnostic exposure to technology megatrends
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Europe Real Estate Sector Report – Spring 2024
Residential values have not been immune to the impact of rising interest rates. However, the re-pricing of this property type has been more modest than previously anticipated, although with some exceptions.
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Investment Update: fragile recovery on real estate markets
Real estate markets are showing slight signs of recovery. For instance, real estate values seem to stabilise in the first quarter of this year. However, the recovery is still fragile, writes Casper Hesp, Director Investment Management at Achmea Real Estate, in the foreword to the new Investment Update. Investment volume is still low and government bond yields are rising slightly again now that the ECB seems to be waiting longer with interest rate cuts.
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Schroders Capital Global Real Estate Lens April 2024: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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U.S. Real Estate Sector Report
The apartment sector continues to experience deterioration in market fundamentals, primarily due to oversupply in Sunbelt metros. Demand has remained largely positive but is not strong enough to offset record deliveries. Liquidity remains constrained but is generally favorable relative to other sectors today. The longer-term outlook remains positive despite near-term headwinds.
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Webinar replay: Analyzing the Impact of U.S. Economics on Current Real Estate Trends
Watch the replay of Nuveen Real Estate’s Global Head of Research, Donald Hall, as he assesses the U.S. Investment Market and current in favor real estate sectors with moderator Cameron Jones, Portfolio Manager of U.S. Cities Diversified Strategy, our core open-end strategy that allocates to the industrial, multifamily, retail and workplace sectors.
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European real estate market commentary: April 2024
Oliver Kummerfeldt, Head of European Real Estate Research, discusses the economic landscape and provides insights for decision-making in European real estate investments.
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North America real estate market outlook Q2 2024
We like industrial and logistics markets surrounding the Gulf and East-Coast ports.
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IPM monthly blog – Edition April 2024: Our monthly insights into private markets
Second half recovery hinges on rates outlook - The US inflation data has surprised to the upside for three consecutive months. US treasury yields rose as a result and the rest of the world followed.