All Retail articles – Page 6
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White papers
No Blue Period: Art as an Alternative Real Asset Investment
Technologies such as blockchain may soon enable retail and institutional investors to own shares in major paintings and other art forms.
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White papers
Real Estate Outlook – APAC, Edition 1 2021: Stay circumspect
Most major APAC economies will bottom and reverse the growth decline by year-end. The general prognosis for 2021 is less negative but occupier performance will continue to face pressure.
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Asset Manager News
Resilience in consumer grocery spending increases investor appetite in European grocery real estate
New report from JLL & Union Investment highlights growing grocery real estate market, with the share of European grocery real estate investment as a proportion of total retail real estate investment reaching 22% in 2020, up from 6% in 2016.
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White papers
Interest Rates are Rising, Should Real Estate be Concerned?
Capital markets are increasingly penciling in a higher interest rate scenario as reflected in a sharp steepening in the Treasury yield curve over the past 30 days. The yield on the 10-year bond has increased by 40 bps over the past 30 days.
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Asset Manager News
PGIM Real Estate Secures S$900 Million Green Loan From DBS, OCBC Bank And UOB For NEX Mall
PGIM Real Estate has secured a S$900 million green loan from DBS, OCBC Bank and UOB for the refinancing of NEX, a major retail mall in Singapore. This deal marks a significant foray into sustainable finance for PGIM Real Estate in the region.
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White papers
Europe Real Estate sector report - Spring 2021
Long leases and strong covenants have shielded office landlords from the very worst impact of the COVID -19 pandemic, though there are signs of some stress creeping into the occupier market. In the short term, nearly all markets across Europe are expected to see yields stay relatively flat despite rent growth pausing or turning negative. A significant bifurcation appears to be occuring between core and secondary investments, asset quality, tenant quality, and gateway and non- gateway markets.
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AEW Research Report - February 2021
Retail spending for 2021-22 is forecasted to grow at 4% pa amid consumers’ pent-up demand. This implies that the worst might be over for retailers and investors, although the precise speed of the recovery might vary with vaccine distribution rates.
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White papers
Real Estate House View - Europe 2021
While e-commerce growth in Europe is thought to have averaged at around 10% in 2020, China may have experienced up to 30% growth. It is all about live streams, interaction via social media and being part of the product and its use over the phone. There is a “consumer-centric” vibrancy in China’s e-commerce market, while the west has a “tech driven”, top down approach.
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White papers
Real Estate House View - Switzerland 2021
The current resilience of the swiss real estate market largely stems from its focus on the residential sector. As rents are not directly impacted by the lockdown measures, investors are therefore focusing on this “safe haven”.
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White papers
Real Estate House View - United Kingdom 2021
The future of office has been the subject of fierce debate. The pandemic has proven both the extent to which work can be done from home and the limits of this.
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White papers
RPI reform: The implications for real assets
With the methodology for calculating the UK Retail Prices Index set to change in 2030, we explore the implications for real assets.
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White papers
Can Draghi’s Europe Catch up With Biden’s America?
A rise in U.S. retail sales showed that fiscal stimulus is working and keeping shoppers in the driver’s seat. In Europe, smaller fiscal support and tighter restrictions have weighed on consumer spending but investment and export growth point to a stronger second half of 2021.
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Asset Manager News
Generali Real Estate acquires Kotva department store in Prague
Prague - Generali Real Estate has acquired the Kotva department store on behalf of the pan-european fund “Generali Real Estate Asset Repositioning S.A.” (GREAR) - a fund dedicated to value add strategies in all the major European countries - from the real estate company PSN.
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Asset Manager News
M7 assembles £300 million UK retail warehouse portfolio with full deployment of M7 Box + I and M7 Box + II funds
M7 Real Estate (“M7”), the pan-European investor and asset manager, has assembled just over a £300 million portfolio of 19 retail warehouses following the full deployment of capital raised across its M7 Box+ I and M7 Box+ II funds. Both funds, which were launched in H2 2020, focus on carefully selected UK retail warehouses with potential for future rental and capital growth, through asset management and an anticipated re-pricing of the asset class as the logistics function of these properties in the last mile delivery chain grows.
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White papers
AEW Research Report - January 2021
With many investors focusing on large scale logistics warehouses, we examine in this report the fundamentals of the smaller scale light industrial and urban logistics markets.
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White papers
Real Estate Sector Report – January 2021
Our new bi-annual sector report featuring insights from investment professionals across all four real estate quadrants, providing current conditions and outlooks for all of the core real estate sectors, as well as emerging sectors such as data centers and life sciences.
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White papers
Trends for 2021: Real Estate Trends Set to Shape the Next 12 Months
As a new year gets under way, we turn our attention to the outlook and identify nine major occupier and investment trends we expect will influence market conditions and investment performance in 2021 and beyond.
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White papers
Public real estate debt: Facing today’s challenges
It is no secret that COVID-19 has had a particularly adverse impact on global real estate markets. But even as headwinds persist, there are opportunities worth considering within the public debt markets.
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White papers
Signals, trends, and the outlook for public REITs
It is no secret that COVID-19 has had a particularly adverse impact on global real estate markets. While a narrow portion of global equities have benefited from the pandemic environment, such as technology and communication services stocks, global REITs have lagged along with other more cyclical areas of the equity markets. Year to date, the FTSE EPRA/NAREIT Developed Index has fallen 11.59%, compared to a 9.31% increase for the broader MSCI World Index.