All Research & Forecasting articles – Page 6
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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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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White papersListed infrastructure: a missing piece in your portfolio
Investing in essential service providers, which are integral to our daily lives, results in unique investment characteristics that can diversify your portfolio across market cycles. The defensive growth profile of the asset class complements equities, fixed income, and private infrastructure. Integrating GLI into a traditional 60/40 portfolio by substituting 10% of equities holds the potential to provide similar returns while lowering overall portfolio risk.
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Research ReportU.S. Real Estate Sector Report – Fall 2024
Stay ahead in real estate with our U.S. sector report. Discover market trends and sector performance in U.S. commercial real estate.
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White papersMacroeconomic and financial market forecasts - October 2024
Macroeconomic forecasts as of 4 October
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White papersIs it prime for picking?
If you were to write down the combination of factors to create the ideal scenario for value-add investing, it would look remarkably similar to what we see in today’s markets. The alignment of deep repricing, intense liquidity pressures, the need to bridge the debt financing gap, a progressive regulatory environment, a reduced supply pipeline, evolving structural mega-trends and the loosening of interest rates have created a distinct opportunity for investors ready and able to deploy capital into real estate.
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White papersRising inequality: a global sustainability challenge that needs our attention
As the global economy grows, an increasing number of people are being left behind. This is more than a moral crisis—it’s an economic one.
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White papersReal Estate Outlook – Switzerland, Edition 2H24: Market momentum
The macroeconomic environment in recent years has been characterized by great volatility. The pandemic and the resulting economic slump were followed by inflation, interest rate hikes and the associated fears of recession as well as geopolitical upheaval, which significantly increased uncertainty in global trading markets.
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White papersEuropean life sciences real estate
It’s darkest before dawn in European real estate markets
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White papersCharter Hall Group 2024 ESG Data Book
Charter Hall Group (ASX:CHC) is one of Australia’s leading integrated property groups. We predominately co-invest in the funds and partnerships managed by the Group, for assets within the Office, Retail Shopping Centre, Industrial & Logistics, Social Infrastructure | & Long WALE Retail sectors. For investors in Charter Hall Long WALE REIT (ASX:CLW), Charter Hall Retail REIT (ASX:CQR), and Charter Hall Social Infrastructure REIT (ASX:CQE) consolidated environmental performance data tabs have been provided.
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White papersCharter Hall Group 2024 Annual Report
(CHC, Charter Hall or the Group) is one of Australia’s leading fully integrated property investment and funds management groups. For more than three decades, we have focused on the collective ambitions of our customers, driving mutual success and enduring impact.
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White papersCharter Hall Group FY24 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 papersSchroders Capital Global Real Estate Lens June 2024: your go-to guide to global property markets
Our Global Real Estate Lens summarises the key data and trends for prevailing economic and capital market conditions, real estate occupier markets, and private real estate debt markets.
