All Research & Forecasting articles – Page 7
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White papers2024 Mid-Year Real Estate Outlook
Bulls and bears both had ample evidence to support their cases coming into 2024. Although inflation has yet to relent to a level that the central banks are comfortable enough to normalize policy interest rates, the global economy has remained remarkably resilient thanks to strong hiring and consumer spending.
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Research ReportPrivate Insights #5 - Emerging Opportunities in India
With its burgeoning economy, supportive government regulatory reforms and rapid urbanisation, India has positioned itself as a haven for institutional investors looking to scale up their portfolios in the region. Offering stability and scale, India is set apart from other emerging markets, and provides opportunities for organisations looking for an emerging market ex-China strategy.
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White papersTimberland’s expanding investable universe
Timberland earns a position in many institutional investors’ portfolios because of its portfolio-level benefits – a lack of correlation with capital markets, ability to hedge inflation, and steady income return. For some investors, portfolio decarbonization is an increasingly important portfolio benefit that also comes from an allocation to timberland.
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Asset Manager NewsWho are the world’s largest impact capital managers? The 2024 Impact 50 list revealed
The Impact 50 is our proprietary list of the world’s largest managers of private markets impact capital, spanning private equity, venture capital, real estate, infrastructure, private debt and other strategies.
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White papersRoom to grow: Bidwells article on the role of real estate in the commercialization of R&D
The creation of any ready-to-use product from Research & Development (R&D) needs to consider the ‘five Ps’ of Good Manufacturing Process (GMP)
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White papersMaking sense of infrastructure debt
The capital expenditure required to support anticipated growth in power demand while also reducing carbon emissions will necessitate significant amounts of debt financing going forward. Don Dimitrievich, Portfolio Manager for Nuveen Energy Infrastructure Credit, explains the evolving infrastructure debt opportunity set and the EIC team’s approach to thematic investing in IPE’s recent July/August 2024 report.
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White papersListed vs. private infrastructure: Why not both?
Investing in listed infrastructure may provide benefits that make a strong case for a larger allocation to listed markets relative to private investments than is currently observed by institutional investors. At Nuveen, we strongly believe in the infrastructure asset class.
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White papersInfrastructure debt in a sweet spot for 2024
Private infrastructure had a challenging 2023. After a record fundraising year in 2022, we reported in our Infrastructure Outlook 20245 overall funds raised in 2023 fell by over 50%.
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Asset Manager NewsActis Publishes First TCFD Report With Climate Scenario Analysis Across 225 Asset Locations And 10 Sectors
Actis, a leading global investor in sustainable infrastructure, has published its first Task Force on Climate-related Financial Disclosures (TCFD) Report, which aims to inform and deepen understanding of climate risks and opportunities across its portfolio.
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White papersReal Estate Outlook – US, Edition May 2024: Cautiously optimistic
After more than two years of adjusting to higher interest rates, private market real estate results were mixed during 1Q24, with value declines offset by income in several sectors. Returns for retail and industrial warehouse turned slightly positive. Self-storage returns were flat. Apartments and office buildings experienced negative total returns; though niche segments of the sectors, like medical office, manufactured and student housing outperformed.
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White papersReal Estate Outlook – APAC, Edition May 2024: Easing into a recovery cycle
APAC macro performance has been resilient in recent quarters despite much tighter monetary conditions. Since December 2023, Oxford Economics has upgraded its 2024 growth forecasts twice and the positive revision was broad-based across most countries.
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White papersGlobal real estate - Opportunities as market bottoms out
Why add unlisted real estate to your traditional 60/40 portfolio? The paradigm for global inflation and interest rates may have changed, but unlisted real estate still has a key role to play in a multi-asset portfolio. The role of unlisted real estate and its required risk-return has changed as the risk-free rate has moved from zero and below.
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White papersNavigating growth: Real estate trends and opportunities in the European life sciences market
A large part of economic activity takes place within buildings. Therefore, real estate must meet the needs of the real economy as it develops and grows. The life sciences industry and its real estate demand are on the rise, aided by demographics and scientific progress. Thus, real estate focused on meeting the increasing needs of this part of the economy represents an attractive risk-adjusted investment opportunity for value-add and core investors alike.
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White papersReal Estate House View: Switzerland - First half-year 2024
The construction industry will have breathed a sigh of relief. The construction cost index recently rose by just 1.4% year-on-year. The sharp temporary increase thus remains an anomaly triggered by the shortage of supply. Prices for building materials, which are largely imported, were the main driver prior to the rise in interest rates, as the Drewry World Container Index shows. However, no price reductions are expected in 2024. The higher interest on borrowing is set to drive prices until mid-2024 at the latest. On top of this, additional planning requirements could potentially account for up to 2 percentage points of construction inflation.
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White papersResilience in life sciences: IREI article on the UK versus US life sciences markets
The definition of life sciences real estate - For the purpose of this article, life sciences is defined as an industry that comprises companies involved in the research, development and manufacture of pharmaceuticals, therapies and medical devices, which help to foster medical innovations with the ultimate aim of extending the length and quality of human life. Life sciences real estate is property specifically designed and built for companies within the industry.
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White papersPM Corner: Infrastructure debt in a sweet spot for 2024
Private infrastructure had a challenging 2023. After a record fundraising year in 2022, we reported in our Infrastructure Outlook 2024 overall funds raised in 2023 fell by over 50%.
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White papers2024 Trends and Tactics: Real estate opportunities and risks in the current environment
Discover the latest 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 papersListed infrastructure: Structural growth tailwinds aplenty
Quick takes on capital markets
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White papersEuropean Logistics: Why Now
Why European Logistics? During the previous property cycle, the European logistics sector emerged as a standout performer, driven by robust fundamentals and enduring demand trends.
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White papersHow carbon markets bolster timberland investing
As more and more investors look to integrate natural capital strategies into their portfolios, timberland is proving to be an obvious beneficiary. Thomas Sarno, global head of timberland investing, believes that now is an ideal time to invest in the asset class.
