All Retail articles – Page 6
-
White papersReal 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.
-
White papersReal 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”.
-
White papersReal 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.
-
White papersRPI 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.
-
-
White papersCan 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.
-
Asset Manager NewsGenerali 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.
-
White papersAEW 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.
-
White papersReal 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.
-
White papersPublic 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.
-
White papersSignals, 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.
-
White papersIndustrial: Ugly Duckling, or Swan?
While we can argue that very few industrial buildings would be considered to have the beauty and stature of a swan, we discuss why we believe that the industrial sector has found a permanent and ever-more welcomed home in real estate investment portfolios.
-
White papersReal estate 2021 outlook
No one can deny how challenging 2020 has been. As coronavirus spread around the globe, life for many was put on hold. Unprecedented government-imposed measures curtailed social and economic activity to protect people’s health and save lives.
Looking to 2021, the pandemic continues, but people continue to adapt, adjusting to the new normal as treatments for the disease improve and vaccine hopes are high. -
White papersLimited shelf life? Why the fast fashion model is under strain
The fast fashion industry has a detrimental impact on the environment, but more people switched to online retailers when pandemic lockdowns shuttered high street stores.
-
-
White papers2021 outlook: AEW foresees compelling opportunities emerging after current storm
In its 2021 European real estate outlook, “After the Storm” AEW explores how investors can best navigate out of the current crisis. Despite the recent news of a potential vaccine, 2021 looks to be a year characterised by a slow recovery hindered by both COVID-19’s impact on the wider economy together with the latent existing headwinds of unresolved trade frictions and political uncertainties.
-
White papersEuropean Real Estate Research Quarterly - November 2020
While COVID has negatively impacted the retail and hotel sectors, the logistics and residential sectors have been much less affected. The Barings Real Estate team weighs in on the opportunity set—and why the overall outlook remains positive.
-
White papersInside Real Estate – Annual Strategy Outlook for 2021
Under our base case the global economy will continue down the path of recover but with a wider range of possible outcomes. Normalization in advanced economies will likely start in the second half of 2021 following the distribution of vaccines, though full global herd immunity will be further away. We expect the world economy to be dealing with a “new normal” for a few years.
-
White papersAEW Research Flash Report - August 2020
Second quarter data confirm that the U.S. suffered the single most severe contraction in real GDP (-32.9% annualized) since the 1930s and, as the U.S. now passes through the “dog days” of summer, the nation’s economy and psyche continues to be dogged by the relentless spread of coronavirus across large swathes of the country, in particular the southeast, southwest and west coast states.
-
White papersReal Estate House View - Europe
Covid 19 lockdowns led cars being replaced wit cyclists traversing back streets from Bogota to Barcelona. Extensive pop-up bike lanes have appeared. The current reopening of economies offers society the opportunity to reimagine city transportation.
