All Research & Forecasting articles – Page 5
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White papersSchroders Capital Global Real Estate Lens December 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 papers2024 private credit outlook: A question of balance
Caution is needed if a recession does arrive.
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White papers2024 Real Assets outlook: A brave new world?
In his annual outlook, Global Head of Investment Strategy & Research Rob Martin considers long-term performance as the combination of structural tailwinds and cyclical opportunities.
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White papersPro-invest: How to Launch a Private Equity Real Estate Fund
This case study was written by Anne-Marie Carrick, Research Associate, Bowen White, Associate Director Global Private Equity Initiative (GPEI), Claudia Zeisberger, Affiliate Professor of Decision Sciences and Entrepreneurship & Family Business, all at INSEAD It is intended to be used as a basis for class discussion rather than to illustrate either effective or ineffective handling of an administrative situation.
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White papersISA Outlook 2024: Asia Pacific – a tale of three realms
In this final chapter of ISA Outlook 2024, we discuss how our global themes for the coming year translate to the Asia Pacific region, arguably the world’s largest and most complex real estate market.
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Asset Manager NewsMarket Perspectives - Outlook 2024: A world in transition
After the most aggressive monetary policy tightening cycle in over 40 years and bond yields at levels not seen since 1979, the world’s major developed economies are still standing.
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White papers2024 European Outlook: Repricing Triggers Revival
Which Sectors Will Recover First In The Upcoming Cycle?
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White papersGlobal Real Estate Outlook: Negotiating higher rates and other new paradigms
‘Higher for longer’ interest rates mean global real estate markets are negotiating a new paradigm. Investors can no longer rely on value growth to drive performance, but could other return drivers compensate? We explore the stand-out opportunities and potential traps that need to be factored in.
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Asset Manager NewsIPUT launches ‘Making Impact’ research report
As a long-term investor in the built environment, IPUT Real Estate is committed to understanding social impact and how economic, environmental, and cultural initiatives shape the neighbourhoods and cities in which we are invested.
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White papersInvestment Outlook 2024: Infrastructure Equity
In our Schroders Capital Investment Outlook webinar series, our experts leveraged their extensive experience to guide you through investing across all asset classes of private markets. Hear our Infrastructure experts’ insights.
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White papersInvestment Outlook 2024: Real Estate
In our Schroders Capital Investment Outlook webinar series, our experts guide you through investing across all asset classes of private markets. Hear our Real Estate experts’ insights.
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White papersReal 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 papersReal 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 papersReal 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 papersWhat 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 papersIPM – 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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PodcastThe 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 NewsPATRIZIA 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 papersMarket 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 papersCromwell’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.
