All Research & Forecasting articles – Page 3
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White papersU.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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White papersWebinar 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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White papersEuropean 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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White papersNorth America real estate market outlook Q2 2024
We like industrial and logistics markets surrounding the Gulf and East-Coast ports.
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White papersIPM 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.
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White papersSchroders Capital Investment Outlook: Real Estate H1 2024
We explore the fundamentals underpinning our expectations and views, our conviction themes, the investment strategies benefitting from them, and how we are seeking to position portfolios for outperformance.
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White papersSchroders Capital’s Investment Outlook for UK Real Estate H1 2024
We explore the fundamentals underpinning our expectations and views, our conviction themes, the investment strategies benefitting from them, and how we are seeking to position portfolios for outperformance
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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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White papersSchroders Capital Global Real Estate Lens March 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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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 papersQ1 2024 - U.S. Economic and Property Market Outlook
U.S. economic growth slowed sharply over the first three months of 2024, decelerating from more than 4% annualized growth recorded during the second half of 2023 to only 1.6% for the first quarter.
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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 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 papersKeynote Interview: What the future holds for infrastructure debt
In an article originally published by Infrastructure Investor magazine, Jerome Neyroud, Head of Infrastructure Debt, discusses the state of the market today and looks at trends that will drive activity in the years ahead
