- White papers
REITs 101: Unlocking the Value of Public Real Estate
In our last research article, titled “The Current Opportunity in REITs” we posited that REITs may have reached an inflection point after several years of underperformance. Building on that view, this article delves deeper into the fundamental reasons for investing in REITs, emphasizing the advantages of this unique asset class such as income generation, diversification, and inflation protection.
- White papers
The Current Opportunity in REITs
Discover why global REITs, despite recent underperformance, present a promising investment opportunity as macroeconomic conditions shift and valuations hit historical lows, positioning them for potential gains.
- White papers
Core real estate: 5 big reasons why it’s back
We found five reasons for calling a turning point in the fortunes of an asset that sits at the heart of many property portfolios. What do you think?
- White papers
North America real estate market outlook Q4 2024
What are the the trends in North American real estate? Read more about our outlook
- White papers
2024 Global Public Real Estate Outlook Report
We believe REIT share prices are ready to take off in 2024 after patiently awaiting their turn on the runway for the better part of two years.
- White papers
UK real estate market outlook Q4 2024
Following months of stabilisation, the UK real estate market is reaching an equilibrium point.
- White papers
Fed and ECB cut rates, BoJ and BOE on hold
“The Fed’s hawkish tone signals that the Central Bank is incorporating a more uncertain outlook. This calls for keeping a tactical approach to bond investing.”
- White papers
Global Risks 2025: Turning Points?
As the dust from the U.S. election settles, the new year brings new challenges. Tariffs are likely to be the dominant theme early in 2025. Our base case is for the incoming Trump administration to impose substantial — albeit not universal — tariffs on most countries.
- Asset Manager News
Nozomi Energy completes largest acquisition to date consisting of 12 solar projects with a 312MW capacity
Nozomi Energy, a Japan-focused renewables platform established by global sustainable infrastructure investor Actis, has announced its acquisition of a major portfolio of 12 operational solar projects together with a Japanese co-investor, totalling 312MW.
- White papers
Easier financial conditions lift expectations of a recovery in commercial real estate
The outlook for the commercial real estate market has improved in 2024. Economic growth ticked up in early 2024 and although projections have been adjusted downwards during the second half of the year, the faster than expected reduction in inflation has had a positive effect on investor interest. Global central banks began to unwind their monetary policy tightening, beginning with the ECB in June, the Bank of England in August, and the US Federal Reserve in September.