All Retail articles – Page 3
-
White papersHigher Prices Haven’t Spooked U.S. Consumers Yet
Solid U.S. retail sales and better-than-feared Q3 earnings suggest slowing but still-resilient consumer spending, which should support core inflation and keep the Fed on a hawkish path. Notable U.K. leadership changes gave markets a reprieve, though policy direction is uncertain.
-
Asset Manager NewsGRESB awards five-star ratings to a.s.r. real estate’s retail, residential and office funds
Science Park Fund rises from two to four stars and is global leader in the Technology/Science category
-
Asset Manager NewsCharter Hall accelerates net zero and is recognised for global leadership in sustainable development
Charter Hall Group (Charter Hall or the Group) is pleased to announce its Charter Hall Prime Office Fund (CPOF) has ranked as a Global Sector Leader in the 2022 Global Real Estate Sustainability Benchmark (GRESB) for leadership in integrating environmental, social and governance (ESG) considerations.
-
White papersReal Estate Outlook – US, Edition September 2022
“We continue to focus our strategies on defensive positioning while economic uncertainties persist. This typically includes marginal movements around strategy targets; less leverage, lower amount of value-add activities, and a focus on increasing occupancy over rent growth in retail and office.”
-
PodcastEpisode 3 of RedevCast now live!
In this episode, Redevco’s Development Manager, Robert Bakker and Project Architect, Eke Wondaal from Rijnboutt share their vision behind an urban redevelopment, where we will add 45 residential units to an outdated, but well-located and central retail property in the city centre of Groningen, the Netherlands.
-
Asset Manager NewsDeka Immobilien sells property in Paris
Deka Immobilien has sold a retail property located in Paris from the portfolio of the real estate special fund VA-Domus after a holding period of around six years. The buyer is a joint venture between AnaCap Financial Partners and FREO Group. The parties have agreed not to disclose the sale price.
-
White papersWhere Will Job Markets Be Tightest?
Waiting for the U.S. Labor Force Participation Rate to rebound? Demographic trends and the graying population will likely make a full return difficult to achieve.
-
Asset Manager NewsCharter Hall secures 50% of Southern Cross Towers, Melbourne
Charter Hall Group (Charter Hall or the Group) is pleased to announce the Charter Hall Prime Office Fund (CPOF or the Fund) has acquired 50 per cent of the landmark Southern Cross Towers precinct in the prestigious “Paris End” of Melbourne’s CBD, from Brookfield and Blackstone.
-
Asset Manager NewsDekaBank and Bpifrance arrange the acquisition financing for Tour La Marseillaise
DekaBank, as Agent and Arranger, and Bpifrance are providing a green financing - according to the LMA ́s Green Loan Principles - to the retail funds SCPI PFO, PFO2 and SCI PERIAL Euro Carbone, managed by Perial Asset Management. The loan is structured with a 5-year term and a bullet profile.
-
White papersThe Fed Can’t Stop, Won’t Stop
The Fed turned more hawkish this week, upgrading its outlook for the Fed Funds rate, and lowering its outlook on growth—leading to a risk-off tone in markets. Meanwhile, the ECB announced a new tool to help address the uneven transmission of monetary policy normalization.
-
White papersShoppers Keep Spending, But For How Long?
A risk-off tone was prominent this week in markets amid rising worries of stagflation, given aggressive monetary policy. Despite the solid U.S. retail sales data, retailers led a sharp decline in equities mid-week, which pushed U.S. Treasury yields lower.
-
Asset Manager NewsDeka Immobilien invests in logistics project in France
Deka Immobilien has exchanged contracts to secure the purchase of a new building project in the Paris metropolitan region of Île-de-France for EUR 160 million. The seller is Gemfi, the development arm of the French real estate company Gicram Groupe. The e-commerce fulfilment centre will be added to the portfolio of the open-ended real estate fund Deka-ImmobilienEuropa.
-
White papersWhen volatility is rising, boring is beautiful
Fast-growing digital and tech companies generated a lot of investor excitement over the past decade, not to mention an outsized share of market returns.
-
White papersWar & Pestilence
Military and economic responses to Russia’s war in Ukraine remain at the top of the watch list, as disruptions in energy and agriculture flows add to inflation pressures and worries about growth.
-
White papersCharter Hall Market Update
Resilience and relationships continue to drive Charter Hall’s record fund growth and equity across the business, delivering strong results for investor and tenant customers, and communities in the first half year alone.
-
White papersReal Estate Outlook – Edition 1, 2022
The economic recovery continues, albeit interrupted by Omicron, and the war in Ukraine poses a new risk. Global real estate volumes reached a record high, driven by domestic buyers. Falls in office and retail yields were more widespread. We think that any headwinds from interest rate rises will be offset by growth in the economy.
-
White papersUK supermarkets: a sector in the eye of the storm
As the world slowly moves on from the pandemic, Eugenia Lara Armas, Credit Analyst, looks at how shifts in shopping habits will impact credit investors, with a focus on the UK supermarket sector.
-
White papersReal Estate House View - Switzerland 2022
The residential sector in Switzerland has a surprise in store in 2021: the 12-year rise in the vacancy rate came to an end. On 1 June 2021, 9.5% fewer apartments were empty. One driver was the increased net immigration from abroad.
-
White papersReal Estate House View - United Kingdom 2022
Retail warehouse capital values grew 7.0% in Q4 2021 alone, roughly eight times the rate of other retail segments. This statistic helps illustrate the divergance in performance between different retail segments.
-
White papersReal Estate House View - Europe 2022
The ongoing demand for real estate has in recent years turned former niche sectors (logistics, healthcare) into pioneers, and we are hearing of new ones such as life science, data centres and self-storage.
