All Research & Forecasting articles – Page 5
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White papersGo against the tide, or with the flow? Exploring key themes and the market outlook for infrastructure investment
The macroeconomic backdrop for infrastructure is positive on most counts, including stronger than expected economic growth, above average inflation, and declining interest rates (albeit slowly). The denominator effect is behind us, after two years of strong public market performance.
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White papersIs a Functional Approach to Outsourcing the Way Forward?
CFOs and finance leaders are under growing pressure to reduce administrative costs while managing increasingly complex operations. Since 2008, the financial landscape has changed significantly. Portfolios have become more diversified, the number of funds and Special Purpose Vehicles (SPV) has increased, and regulatory requirements have expanded. At the same time, investors demand greater transparency and faster reporting, while fund managers require more detailed financial projections, budgets, and scenario analyses to navigate market uncertainties.
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White papersShaping the Future of Spanish Housing
Spain faces a housing production deficit of over 1 million homes, a gap that has been growing since 2014. By 2030, this shortfall is expected to exceed 1.7 million homes, representing more than 15 years of annual production. This structural imbalance presents a compelling opportunity for institutional and private investors looking to enter the Spanish residential market.
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White papersWhy core is back
After a period of economic and geopolitical uncertainty, higher debt costs and squeezed returns, we have reached a turning point in the market cycle for core real estate investment. The interest rate landscape is tilting in a more positive direction; loan margins are diverging with leverage now accretive again for lower risk high quality investments; and pricing has adjusted with limited re-pricing risk looking forward. With further interest rates cuts forecast, the outlook for yields is more stable and material recovery in real estate values is expected.
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White papersDeA Capital Real Estate: Demographics are destiny
DeA Capital Real Estate works with selected third-party institutional investors across Europe, with a total AuM of E13.5bn. Emanuele Caniggia and Emanuele Dubini, CEO and CIO respectively of DeA Capital Real Estate, explain why their international platform is driven by demographics and macroeconomics.
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White papersTurning Europe’s real estate complexity into an investment opportunity
The volatility of the past few years has created a new investment dynamic and operating environment. With shorter real estate investment cycles and valuations in some markets seemingly bottoming out, well-positioned investors should benefit from a different, flexible approach as a means to find pockets of growth. Annette Kröger, CEO Europe, PIMCO Prime Real Estate, reflects on why the current investment window needs a change of mindset.
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White papersGlobal Real Estate Outlook 2025
The world is in a state of flux with divergent political, fiscal and monetary policies affecting economies and markets in different ways. Global trends must be weighed alongside sector and asset allocation considerations to enable active real estate managers to make intelligent decisions that will generate value for investors through this phase of the cycle.
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Research Report2025 Market Outlook
Global economic growth will vary by region due to U.S. tariffs, protectionism, and immigration policies post-election, with persistent stagflation marked by low growth and high inflation.
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White papersSchroders Capital Global Real Estate Lens Q1 2025: your go-to guide to global property markets
In our quarterly Global Real Estate Lens, we identified that deal activity picked up at the end of 2024, reflecting improving sentiment, and despite continued macroeconomic headwinds there is now clear evidence of prices recovering following significant falls.
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White papersReal Estate Convictions: An Asset Manager’s View of the European Real Estate Markets - Q4 2024
World growth is currently forecast at +3.3% for 2025, a slight improvement on 2024 (+3.2%). While economic activity in the United States will be determined by Donald Trump’s economic policy decisions, these will also have global repercussions. Similarly, China will probably need to step up its fiscal support to boost activity. Finally, while the outlook for the euro zone has improved, possible trade tensions with the US, lack of productivity gains and regional conflicts are all risks weighing on the economic outlook.
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White papersScenarios, risks and macroeconomic forecasts
Main and alternative scenarios, and Macroeconomic forecasts as of 24 January
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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.
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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.
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White papersPoised for growth: 2025 Inside Real Estate Outlook
We feel that the long-awaited turning point has arrived for commercial real estate.
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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.
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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.
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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.
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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.
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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.
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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.
