All Research & Forecasting articles – Page 4
-
White papersScenarios, risks and macroeconomic forecasts
Main and alternative scenarios, and Macroeconomic forecasts as of 24 January
-
White papersGlobal Trends and Tactics: Real estate opportunities and risks in the current environment
Discover the latest quarterly 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.
-
White papersKey themes for 2025: Riding the real estate recovery
The painful reset of private real estate seems to be in the rearview mirror, and we expect 2025 to be a good vintage for real estate investment.
-
White papersPoised for growth: 2025 Inside Real Estate Outlook
We feel that the long-awaited turning point has arrived for commercial real estate.
-
Research ReportThe 2025 Private Markets Macro Outlook: Decarbonise, Digitise, Deglobalise
Despite public markets having closed out 2024 near all-time highs, investors continue to face a number of uncertainties – most notably, the war in Ukraine and the ongoing conflict in the Middle East – that will impact global economic growth and investment opportunities in a range of ways.
-
PodcastInfrastructure: From Niche to Mainstream Asset Class - With Luba Nikulina, CSO of IFM Investors
Luba covers the advantages of infrastructure as an asset class in portfolios, including target sectors, geographies and the significant return potential of sustainable assets amidst the net zero transition.
-
White papersInfographic: How to access the real estate opportunity
This visual explainer provides an overview of the key features of private real estate and the investment opportunities for investors.
-
White papersREITs 101: Unlocking the Value of Public Real Estate
In our last research article, titled “The Current Opportunity in REITs” we posited that REITs may have reached an inflection point after several years of underperformance. Building on that view, this article delves deeper into the fundamental reasons for investing in REITs, emphasizing the advantages of this unique asset class such as income generation, diversification, and inflation protection.
-
White papersWhy Australia: A Growth Inflection Point
This is the second edition of Charter Hall’s Why Australia report, a leading thought leadership paper published annually.
-
White papersSchroders Capital Global Real Estate Lens Q4 2024: your go-to guide to global property markets
Deal volumes and performance remain subdued, but there is evidence that pricing is recovering and sentiment is improving against a stabilised economic backdrop, which should support increased activity as we head into 2025.
-
White papersInfrastructure 2025 Outlook
In 2025, the macro backdrop for private infrastructure is undoubtedly positive. Economic growth is resilient, inflation remains above average, and interest rates are declining. Valuations have also fallen in recent years, offering relative value compared to public markets. All stars appear aligned for the asset class, but here is a simple truth – there is no easy money left in infrastructure.
-
Research ReportPrivate Insights #6 - Mapletree’s leading presence in Malaysia And Vietnam
“The emerging Asia markets are becoming increasingly attractive to institutional investors seeking to diversify their portfolios as they present strong, risk-adjusted returns. With the logistics sector in the region benefitting from favourable secular trends, Mapletree aims to solidify our leading presence by tapping on our core competencies and proven track record.” - Ms Ng Kiat, Regional CEO, Logistics Development APAC, Mapletree
-
White papersSchroders Capital Investment Outlook: Real Estate H2 2024
Our latest outlook shares findings from our proprietary valuation framework, which suggests that the sequential opportunity to access the long-term benefits of real estate on an attractive entry basis is now live across key geographies and sectors.
-
White papersIPUT releases second report in its long-term research study series, ‘Making Impact’.
IPUT Real Estate (‘IPUT’), Ireland’s leading property company and the largest owner of offices and logistics assets in Dublin, has launched the second annual report in its five-year ‘Making Impact’ social impact research. This innovative research project, led by IPUT’s Head of Research, Marie Hunt, is one of the world’s first ever studies to value the impact of placemaking on a city neighbourhood on a longitudinal basis.
-
White papersMarket Update third quarter 2024
The Dutch economy is expected to continue to grow in the third quarter of 2024. The labour market continues to be tight, and real wage growth is anticipated to remain positive, even with an expected rise in the unemployment rate.
-
White papersInfrastructure debt: Capturing the mainstream
Jerome Neyroud, head of infrastructure debt investments at Schroders Capital, on why infrastructure debt is no longer niche, the appeal of the asset class and the sectors poised to drive future demand.
-
White papers2023 ESG Report
At Hines, we strive to be the best – and most innovative – real estate investment, development, and management firm in the world. Over the years, ESG has become an increasingly critical part of our thinking and planning for the future of Hines.
-
White papersPrivate Markets Investment Outlook Q4 2024: Reasons to be optimistic
A continued decline in inflation, the beginning of normalising central bank rates, and an improved capital demand/supply balance create a favourable environment for private market investments. However, persistent geopolitical tensions underscore the need for diversified allocations.
-
White papersAdding value through active management and capital reinvestment
Creating value in unlisted infrastructure investments requires more than an ‘invest and forget’ approach. Seeking to maximise returns of these types of assets requires active management, long-term thinking and often ongoing capital reinvestment.
-
White papersWhat’s after “higher for longer?”
We explore whether interest rates are likely to stay higher for longer or revert to the mean—and the impact it could have on real estate credit returns.
