All Research & Forecasting articles – Page 9
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White papersData Centres: The Growing Importance of ESG
Environmental, social, and governance (ESG) considerations have grown increasingly important in real estate investing.
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White papersCOVID-19: The re-opening gathers pace
Across the world, economies are re-opening in the aftermath of what is likely to be the deepest recession since World War II. Countries are relaxing social distancing measures in support of economic recovery but still focused on keeping hard-fought infection levels down.
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White papersUS Economic Scenarios in Context of Covid-19
Given the fluid and fast-moving nature of the pandemic, calculating the impact to growth is challenging, but global agencies, including the IMF, are increasingly concerned that the world is likely to face a recession.
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White papersEuropean Real Estate: Late-Cycle Value from Manchester to Munich
Can value still be found (or created) ten years into the European property market cycle? And if so, which sectors, geographies and risk profiles look most compelling? Barings’ Charles Weeks weighs in.
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White papersInside Real Estate 2019 Outlook
What can we expect from the global economy in 2019? How will that affect commercial real estate?
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White papersEconomic and Property Overview: Q3 2018
The UK economy had a strong start to Q3 2018, output grew by 0.7% for the three months to August, an uplift of 30bps from Q2. All three sectors of the economy: services, construction and the production sector contributed positively to GDP growth, with the service sector (accounting for c.80% of the UK economy) providing the largest positive contribution to the headline figure.
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White papers2019 European annual outlook: When the going gets tough
In absolute terms, European real estate has appeared expensive for the last year, as indicated by record low yields across all four property types.
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White papersPositioning for growth and opportunities
The last two decades saw the best and the worst of times for real estate markets globally. Most may recall vague scenes of the global financial crisis in 2007, which are now distant memories, as the world embarked on the next stage of economic expansion.
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White papersNon-traditional sectors: A focus on senior & student housing
Over the last few years, institutional investors have increased their exposure to non-traditional or alternative property types, which represented 14% of total direct real estate investment volumes in Europe in the first half of 2018.
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White papersCVAs and the changing shape of UK retail
More retailers are turning to corporate voluntary arrangements to restructure their estates - but a dynamic landscape is no surprise for seasoned real estate investors.
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White papersThe big picture: Asia Pacific core real estate discussion series
Even though much has already been spoken about the coming Asia Pacific growth era, the investment universe is still caught in a tug-of-war between the familiar comforts of growth in the West and the alien new growth in the East.
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White papersA forward-thinking approach to address UK housing and a changing resident
Despite the government’s best efforts, the United Kingdom suffers a severe housing shortage, driving up home prices and making homeownership increasingly unattainable.
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White papersConsiderations for investing in global real estate
Many investors are familiar with the appeal of holding real estate. With a generally low correlation to other asset classes, it can serve as an instant diversifier in a mixed-asset portfolio.
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White papersAll you need to know: About real estate
For institutional investment purposes, real estate usually refers to the commercial sectors of office, retail, industrial (including logistics) and the leased, rather than owner-occupied, residential sector.
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White papersAll you need to know: About private equity
Private equity is a broad term that refers to any type of equity investment in an asset in which the equity is not freely tradable on a public stock exchange.
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White papersAll you need to know: About infrastructure
A defensive component in portfolios can enhance long-term overall returns
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White papersEurope Real Estate Market Outlook: October 2018
Economic growth in the Eurozone has softened in 2018 with trade uncertainties, but a number of macro tailwinds should support steady momentum going forward. GDP grew in Q1 and Q2 by 0.4% and 0.3% respectively, down from the 0.7% quarter-on-quarter growth seen over the second half of 2017.
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White papersEurozone Real Estate Outlook: 2H18
The outlook for 2018 has been upgraded compared to six months ago, largely due to a significant upgrade in the industrial sector and slight increase in offices.
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White papersRe-pricing of property risk
QE has ultimately kept bond yields stable and the spreads narrow, but will a re-pricing of risk lead to spreads reopening?
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White papersReal Estate Interview 3
In this third edition, Paul Guest, Lead Real Estate Strategist at UBS Asset Management takes us through the forecast for real estate investment over the next few years.
