All Research & Forecasting articles – Page 8
-
White papersIPM – Edition May 2024: Our semi-annual insights into private markets
The path that real asset owners have trodden over the last two years has been challenging. Investment volumes have hit record lows in some markets, at least in terms of inflation-adjusted figures. The bifurcation between markets’ performance has also been vast: according to MSCI1, US offices have seen their capital values drop by more than 30% from year-end 2021, while US industrial values are up nearly 5% over the same time period. And while not as extreme, similar stories can be said for many other private markets.
-
White papersNear-term opportunities and long-term trends
After the correction, we assess those areas that we believe might benefit over the coming months – and the megatrends set to define the years to come.
-
White papersEurope’s emerging alternative sectors
When Harrison Street entered Europe in 2015, alternative sectors like Purpose-Built Student Accommodation (PBSA) and Build-to-Rent (BTR) were considered niche real estate asset classes.
-
White papersInvesting in Asian new economy real estate
The global real estate market is well known for its compelling characteristics, offering long-term, stable yields to institutional investors. However, with continued economic and geopolitical uncertainty, as well as a complex global interest rate environment, it is increasingly important that investors choose the appropriate markets and sectors to maximise their returns.
-
White papersFundraising in infrastructure - A return to the market buzz
Sentiment for infrastructure was muted in 2023. Although very few investors we spoke to were outright negative on the asset class, most have taken a “wait and see” approach, especially given the denominator effect.
-
White papersDigital infrastructure — the next chapter
Gaining technology-agnostic exposure to technology megatrends
-
White papersEurope Real Estate Sector Report – Spring 2024
Residential values have not been immune to the impact of rising interest rates. However, the re-pricing of this property type has been more modest than previously anticipated, although with some exceptions.
-
![24020050 - Thumbnail Investment Update - foleon_EN[4]](https://dvn7slupl96vm.cloudfront.net/Pictures/100x67/7/0/3/152703_24020050thumbnailinvestmentupdatefoleon_en4_688473_crop.jpg)
White papersInvestment Update: fragile recovery on real estate markets
Real estate markets are showing slight signs of recovery. For instance, real estate values seem to stabilise in the first quarter of this year. However, the recovery is still fragile, writes Casper Hesp, Director Investment Management at Achmea Real Estate, in the foreword to the new Investment Update. Investment volume is still low and government bond yields are rising slightly again now that the ECB seems to be waiting longer with interest rate cuts.
-
White papersSchroders Capital Global Real Estate Lens April 2024: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
-
White papersU.S. Real Estate Sector Report
The apartment sector continues to experience deterioration in market fundamentals, primarily due to oversupply in Sunbelt metros. Demand has remained largely positive but is not strong enough to offset record deliveries. Liquidity remains constrained but is generally favorable relative to other sectors today. The longer-term outlook remains positive despite near-term headwinds.
-
White papersWebinar replay: Analyzing the Impact of U.S. Economics on Current Real Estate Trends
Watch the replay of Nuveen Real Estate’s Global Head of Research, Donald Hall, as he assesses the U.S. Investment Market and current in favor real estate sectors with moderator Cameron Jones, Portfolio Manager of U.S. Cities Diversified Strategy, our core open-end strategy that allocates to the industrial, multifamily, retail and workplace sectors.
-
White papersEuropean real estate market commentary: April 2024
Oliver Kummerfeldt, Head of European Real Estate Research, discusses the economic landscape and provides insights for decision-making in European real estate investments.
-
White papersNorth America real estate market outlook Q2 2024
We like industrial and logistics markets surrounding the Gulf and East-Coast ports.
-
White papersIPM monthly blog – Edition April 2024: Our monthly insights into private markets
Second half recovery hinges on rates outlook - The US inflation data has surprised to the upside for three consecutive months. US treasury yields rose as a result and the rest of the world followed.
-
White papersSchroders Capital Investment Outlook: Real Estate H1 2024
We explore the fundamentals underpinning our expectations and views, our conviction themes, the investment strategies benefitting from them, and how we are seeking to position portfolios for outperformance.
-
White papersISA Briefing: Climate risk in practice: Regional, market and asset-level views
Recognition has grown substantially in recent years that climate risk can shape real estate investment outcomes. This owes to an increasing frequency and severity of loss events, surging insurance premiums, improving data availability and a mounting reporting burden driven by regulations.
-
White papersSchroders Capital’s Investment Outlook for UK Real Estate H1 2024
We explore the fundamentals underpinning our expectations and views, our conviction themes, the investment strategies benefitting from them, and how we are seeking to position portfolios for outperformance
-
White papersSchroders Capital Global Real Estate Lens March 2024: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
-
White papersQ1 2024 - U.S. Economic and Property Market Outlook
U.S. economic growth slowed sharply over the first three months of 2024, decelerating from more than 4% annualized growth recorded during the second half of 2023 to only 1.6% for the first quarter.
-
White papersParsing Office Distress
In this AFIRE article, Dags Chen and Lincoln Janes lay out a framework for parsing upswell in distress across the office sector—and discuss how this is presenting a potential opportunity, especially for investors willing to brave the dislocation.
