All Research & Forecasting articles – Page 3
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White papers
Real Estate Outlook – Europe, Edition November 2023: Are we there yet?
The economy in the eurozone is weakening but still holding up better than expected. After two quarters of meagre growth of 0.1%, the 3Q23 GDP for the region contracted by -0.1%. The purchasing managers’ index (PMI) survey results, with five consecutive readings below the neutral threshold of 50, resulting in a three-year low of 46.5 in October, suggest an even weaker start to 4Q23.
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White papers
Real Estate Outlook – US, Edition November 2023: Looking for respite
”Downturns are rare in private commercial real estate, but repricing and reduced buyer pools create opportunities for investors willing to accept more risk today for higher reward during recovery.”
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White papers
Real Estate Outlook – APAC, Edition November 2023: Navigating choppy waters
“Macro is likely to lose momentum further given restrictive monetary policy. More cap rate expansions are forthcoming with rates staying higher for longer. There are more risk factors to consider, and investors should stay selective in strong thematic plays.”
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White papers
What does bank retrenchment mean for private credit investors?
Is bank retrenchment a myth? The GFC led to the introduction of Basel III, a set of financial reforms aiming to improve banks’ abilities to absorb shocks and increase their resilience against potential future crises.
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White papers
IPM – Edition November 2023: Our semi-annual insights into private market
As we approach the end of 2023, markets are grappling with competing dynamics. US President Harry S Truman once quipped, “Bring me a one-handed Economist. All my Economists say, ‘on the one hand… on the other’.” Seventy years later, investors have more data, faster information flow and yet face similar complexities when trying to foretell the future.
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Podcast
The Outlook for Infrastructure
Hamish Lea-Wilson discussing the infrastructure deal market with Ali Kazmi, Partner, Global Co-Head of Infrastructure Rothschild & Co
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Asset Manager News
PATRIZIA 9M 2023 results: Resilient AUM and solid third quarter performance
PATRIZIA, a leading partner for global real assets, today published its 9M 2023 financial results. While PATRIZIA’s operating business continued to be impacted by an environment of continued market uncertainty, high inflation and rising financing costs, the third quarter showed a solid performance driven by operating successes while being supported by other operating income.
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White papers
Market Update third quarter 2023
After two strong, resilient years, the Dutch economy is experiencing a cooling-off in 2023 as a result of significant interest rate hikes by the ECB.
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White papers
Cromwell’s European Market Monitor – Q4 2023
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 papers
Cromwell Market Monitor
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 tightening credit standards, bank liquidity and green financing.
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White papers
ESG and Investment Strategy: a virtuous relationship
Environmental, social and governance (ESG) is a high priority for real estate investors, but there is no agreed industry position on what ESG means in practice for investment strategy.
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Asset Manager News
IPM monthly blog – Edition September 2023
Our monthly insights into private markets
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White papers
Schroders Capital Global Real Estate Lens October 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.
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White papers
Charter Hall Group 2023 Annual Report
Our results demonstrate the strength of our underlying business and its resilience throughout the property cycle
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White papers
Charter Hall Group FY23 Results Presentation
We use our expertise to access, deploy, manage and invest equity to create value and generate superior returns for our investor customers
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White papers
Quarterly fixed income perspectives 4Q 2023: Recession takeoff delayed but not canceled
While the timing of a recession remains uncertain, unique opportunities exist for fixed income investors as we head into the final quarter of 2023.
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White papers
Solar points the way to a hopeful future
“Here comes the sun” sang George Harrison on The Beatles’s 1969 hit track of the same name. Written by George as spring ushered in warmer, sunnier weather after a typically chilly British winter, the song conveyed his joy at this simple changing of the seasons.
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White papers
European Residential Markets 2023/2024
The current economic cycle marks a fundamental change after 15 years of growth driven by favourable low interest rates and an investment boom into real estate.
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White papers
Schroders Capital Investment Outlook: Real Estate H2 2023
In this, our second edition, investors will find local teams’ updated views and insights, as well as timely key data and trends, to illustrate the shape of the real estate market.
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White papers
Q3 2023 Asia Pacific Market Perspective
Between July and November 2023, soft-landing expectations remained intact; higher interest rates incrementally dampened growth and reduced inflationary readings, in line with central banks intentions.