All Retail articles – Page 8
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White papersAEW Research Flash Report - May 2020
The economic impact of the COVID-19 pandemic can perhaps best be described in four distinct phases: the shutdown, the re-opening, the transition to the new normal and the new normal (or as one colleague has put it, the new “abnormal”). As of May 18th, all 50 states have officially begun the process of lifting restrictions on personal and commercial activities and re-opening their economies. While there is great variation across the states with respect to the pace and breadth of re-opening, all have initiated some form of staged re-opening.
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White papersThe Decisive Eye: How demographics will drive real estate investment after COVID-19
COVID-19 is shaping up to be one of those defining moments that changes the behaviour of future generations. While it’s too early to predict whether we’ll be referring specifically to the “COVID-19 Generation” in the future, the fall out and ramifications for how we live and work are tangible across all demographic groups.
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White papersEmpty Malls and Conference Calls
The COVID-19 crisis has been tough on REITs in general—but some sectors have been resilient, and may offer a glimpse into the future of the asset class.
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White papersCOVID-19: Do past recessions offer lessons for real estate investors?
Although history offers no magical answers, it can serve as a useful guide in times of extreme uncertainty. Vivienne Bolla and Souad Cherfouh dig into the archives to better understand the effects of recessions on real estate.
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White papersSupermarket investments provide food for thought
Investing in supermarkets and food retail assets proves a smart choice
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White papersEconomic and Property Overview: Q1 2020
The first quarter of 2020 was shaped by the coronavirus, by the end of March 2020 a total of 29,474 confirmed cases and 2,352 deaths were reported for the UK. One month after the quarter end, the number of cases and deaths surged to 194,990 and 29,427 respectively. The costs to the British economy have been considerable; government-imposed lockdown measures to slow the spread of the virus have disrupted business activity, knocked consumer confidence and reduced business confidence levels to record lows. The flash PMI’s plunged from 53.0 in February to 37.1 in March, with a figure of 50+ representing economic expansion, it is now widely anticipated that the economy will contract in March.
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White papersReal estate: on the brink of transformational change
As the world copes with lockdown, our sense of space has been immediately and viscerally impacted. Offices sit empty, shops, hotels, pubs and restaurants are shuttered, and for many of us our home is now our castle. With markets responding in real time, what does the crisis mean for real estate?
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White papersThe Pandemic’s Effect on the Retail Sector
Sam Porat discusses the impact the current COVID-19 pandemic has had on the retail sector and how it has compared to previous downturns.
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White papersCovid-19 real estate update
Economic disruption is feeding through to real estate markets, prompting subdued investment market conditions The impact of the crisis is currently most evident in occupier markets, with the retail, leisure and hospitality sectors facing the greatest short-term liquidity pressure We believe Asia is best ...
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White papersCOVID-19 to test the resilience of long income
Real estate long income strategies are known for their defensive qualities. Tim Perry explores how the impact of COVID-19 on the asset class will vary across businesses and sectors.
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White papersReal Estate House View - Europe
While currently gastronomy is claimed to be the solution for vacant retail space (although at lower rents due to lower margins!) the food delivery business will become a space disruptor in the near future. While companies like Uber Eats, Deliveroo and takeaway.com are already visible in public, popular new formats such as shadow kitchens or home delivery of groceries are on the rise.
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Asset Manager NewsInvesco Real Estate Sells Prime Frankfurt Mixed-Use Asset To Luwin Real Estate Managers
Invesco Real Estate sells Neue Mainzer Straße 74+80 in Frankfurt (‘Ma’Ro’) to LUWIN Real Estate Managers GmbH The sale crystallizes strong performance for investors in Invesco’s core European programme LUWIN sees strong potential to further develop and optimize the asset
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White papersEconomic and Property Overview: Q4 2019
The UK economy flatlined in the final quarter of 2019 as declines in manufacturing sector output offset positive growth from the construction and services sector. Relative to the same quarter a year ago, economic output grew by 1.1%, which represents the weakest annual growth rate since mid-2012. However, a post election bounce back in business confidence should provide some upside to economic activity in the first half of 2020. The composite score on the IHS Markit/CIPS UK purchasing managers index (PMI) climbed to 53.3 in January from 49.3 in December.
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White papersThe implications of COVID-19 for real assets
The human cost of COVID-19 is likely to rise significantly, along with its impact on economies and financial markets as nations enact measures to contain its spread. We summarise recent developments and what they might mean for European real assets markets.
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White papersPreliminary observations on the potential impact of Covid-19 on Asia Pacific real estate
MACROECONOMIC ENVIRONMENT
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White papersOutlook 2020: European commercial real estate
Parts of European commercial real estate look challenged in 2020, but opportunities can still be found, especially in “winning cities”.
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White papersOutlook special – Potential impact of COVID-19 on global real estate markets
COVID-19 is a rapidly evolving scenario with varied impacts on real estate markets, depending on country, market and sector. The impact on property performance will depend heavily on the duration and spread of the virus, which is very uncertain. Occupier demand will be negatively affected, most significantly in retail, leisure and hotels, as movement is restricted and consumer confidence dented. Investment volumes to be lower as real estate market liquidity falls.
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Asset Manager NewsAmundi Real and Alternatives Assets Brochure
A specialist in private markets and real assets in Europe
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White papersReal Estate Outlook – APAC, Edition 2020
Mixed fortunes offer up diverse opportunity sets in the next five years.
