All Research & Forecasting articles – Page 8
-
White papers
Location, Location, Location in the 21st Century: Why walkability has become the key driver of real estate performance
The speed, volume and flow of information in the 21st century have revolutionized our work, our lifestyles and our relationships to one another.
-
White papers
Magnify Asia: Retail
We remain positive on retail in the developed Asia Pacific markets despite headwinds from structural changes in the sector driven by the growth of e-commerce and changing consumer shopping behaviour.
-
White papers
Strong relative value in Belgium and the Netherlands
Direct property is relatively more attractive in Belgium than in the Netherlands according to our Direct European Real Estate Relative Value Index.
-
White papers
Up and coming: seizing opportunities in London’s emerging locations
Investors able to spot developing trends and create fit-for-purpose assets in London’s emerging locations could generate enhanced returns.
-
White papers
Income to drive real estate returns as yield cycle nears end
The prospect of robust global economic growth in the coming years should prove positive for occupier demand, but could present fresh challenges to real estate investors as interest rates rise around the globe
-
White papers
“Generation Income” – looking beyond traditional real estate
We describe three alternative real estate asset classes that may cater to investors’ income needs. European hotels are becoming ever more interesting – not least due to rising tourism. US real estate is particularly compelling if one invests outside the major agglomerations. And, finally, global income securities (aka listed real estate) provide a full range of instruments with diverse risk and return characteristics.
-
White papers
Economic and Property Market Review: Q1 2018
The UK economy had a reasonably good start to the year.
-
White papers
Global Economic Outlook: More of the same for 2018?
2017 was a surprisingly calm year for the global economy. Despite the economic and geopolitical concerns voiced at the beginning of the year, fears over Brexit, Chinese debt, rising populism across Europe and Trump’s legislative agenda had negligible effect on world growth.
-
White papers
Brexit offers buying opportunity after temporary set-back
Since the Brexit vote in June 2016, the UK has gone from a macroeconomic outperformer to an underperformer due to the extended uncertainty on the final terms of the separation.
-
White papers
Eurozone Real Estate Outlook: 1H18
Economic growth was strong during 2H17 and for the year as a whole. The year ended well with robust growth of 0.6% in 4Q17. GDP growth reached an exceptional decade high of 2.5% in 2017 and according to survey data, it seems the eurozone economy got off to a good start this year.
-
White papers
UK Real Estate Outlook: Edition 1H18
The all property total return for UK commercial real estate of 10.3% in 2017 exceeded even the most bullish forecast expectations from the start of the year, and by some margin.
-
White papers
Opportunity amidst converging returns and shrinking risk premia
In the early months of 2018, economic fundamentals are supportive of another solid year of real estate performance. But monetary conditions are tightening and our central preoccupation persists: how will this affect the risk premium for real estate?
-
White papers
Europe Real Estate Market Outlook
Economic growth in the Eurozone consistently beat expectations throughout 2017. Following growth of 0.6% in Q3 and 0.7% in Q4, Eurozone GDP reached 2.5% for 2017, well above the ECB’s forecast of 1.7% at the start of the year. This marks the fastest pace of growth since 2007.
-
White papers
Grand Paris project: beyond the CBD office investment opportunities
Paris is the largest economy amongst the EU28 NUTS 2 level regions and the economic impact of the €26 billion Grand Paris project is expected to generate $29 billion of net new money to the local economic supply chain. This compares favourably to other worldwide infrastructure development projects.
-
White papers
Diversification: Friend or Foe? What are the Benefits and Costs of Diversification in Real Estate Portfolios?
While the importance of diversification is well known, the answer to the question of exactly how much diversification is appropriate for a real estate portfolio is not necessarily obvious.
-
White papers
Co-Working Space: The Future of Office Demand?
Though by no means a new sector, the serviced offices sector is undergoing a period of significant growth and evolution.
-
White papers
Luxury Retail Real Estate: Poised for Growth or Close to The Limit?
The retail real estate sector is increasingly polarised. Rents have stagnated or declined in secondary shopping centres and high streets since the global financial crisis.
-
White papers
The Case for European Long Lease Real Estate: Contributing to More Certain Investment Outcomes
In today’s low yield world, high quality assets generating predictable income streams with inflation-linked uplifts are highly prized by investors.
-
White papers
The UK Property Paradox: Both Cheap and Expensive
Real estate prices follow a cycle driven by a broad range of inter-related factors in occupier, development and lending markets as well as in the broader economy. An understanding of the cycle is especially important in a long-run asset class such as real estate.
-
White papers
Cities of the Future: Europe
Given its nature as a long-term asset class, it is important that real estate investors have an understanding of structural drivers of growth and major shifts in the sources of growth. The rising importance of the knowledge-based economy is one such shift that is of considerable importance for the outlook for city office markets.