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Climate risk in private real estate portfolios: What’s the exposure?

Climate risk in private real estate portfolios: What’s the exposure?

🕔13:59, 4.nov 2019

Climate change is quickly becoming a reality. As a long-term asset class, private real estate is especially vulnerable to climate-related events, such as water stress, hurricanes and flooding. The impact for investors could range from increased operational costs (e.g., damage

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The real story behind the cmbx.6 debunking the next “big short”

The real story behind the cmbx.6 debunking the next “big short”

🕔15:29, 29.okt 2019

 IN THIS PAPER: The CMBX.6 has become such a popular short by speculators placing bets on mall closings that it has been profiled in the media as the next “big short.” It’s true that as many as a third of

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US CRE Insights

US CRE Insights

🕔18:06, 21.okt 2019

So far in the second half of 2019, commercial real estate (CRE) operating fundamentals remain healthy across most property sectors and geographies. Occupancy rates continue to trend above their long-term averages and growth in net operating income has re-accelerated as

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PensioenPro – Leven en beleggen in tijden van lage rente

🕔11:30, 3.okt 2019

Als het om pensioenen gaat, is de rente allesbepalend. Wat gebeurt er op rentegebied, wat te doen bij stijgende/dalende rentes, hoe zit het met de reële rente en wat zijn de laatste inzichten op gebied van matching en vastrentende beleggingen?

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CFA – Research Seminar 2019: de stressbestendigheid van de Nederlandse vastgoedmarkt

🕔15:00, 1.okt 2019

​IVBN en CFA Society VBA Netherlands nodigen u van harte uit voor het jaarlijkse researchseminar: De stressbestendigheid van de Nederlandse vastgoedmarkt Het centrale thema deze middag is de stressbestendigheid van de Nederlandse vastgoedmarkt. Hoe worden (vastgoed)portefeuilles beheerd in stressscenario’s? Wat zegt

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Invesco & Schroders – Real Assets & Energy Transition

🕔09:30, 10.sep 2019

Als professionele belegger volgt u nauwgezet de trending thema’s en hoe zij uw beleggingshorizon kunnen beïnvloeden. De fluctuaties van de markten zullen in grote mate door deze thema’s worden bepaald. Maar welke trends zijn uw aandacht waard? Waar liggen de

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Monitor koopwoningmarkt 2 e kwartaal 2019

Monitor koopwoningmarkt 2 e kwartaal 2019

🕔09:57, 5.sep 2019

Nieuwbouwmarkt steeds bepalender voor ontwikkeling in de bestaande voorraad koopwoningen Het adagium van de makelaardij ‘locatie, locatie, locatie’ lijkt vervangen te kunnen worden door ‘bouwen, bouwen, bouwen’, wanneer we het over de huidige Nederlandse koopwoningmarkt hebben. Ondanks de onverminderd grote

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Buy-to-let verdringt starter van de koopwoningmarkt

Buy-to-let verdringt starter van de koopwoningmarkt

🕔17:38, 30.aug 2019

Buy-to-let is, in de omvang waarin het zich de afgelopen jaren in Nederland heeft voorgedaan, een nieuw verschijnsel. Dat particuliere beleggers op grote schaal koopwoningen kopen om die woningen vervolgens te verhuren, laat zien dat de verhoudingen op de woningmarkt

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What do low (and falling) US interest rates mean for real estate and securitised credit investors?

What do low (and falling) US interest rates mean for real estate and securitised credit investors?

🕔11:45, 22.aug 2019

Most real estate assets are financed with mortgages, and the 10-year US Treasury yield is a common benchmark for interest rates on mortgage loans. With the 10-year Treasury yield at 1.7% and the Federal Reserve (Fed) lowering short term rates,

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Talent, clusters and scale: Identifying European office markets in the era of knowledge capitalism

Talent, clusters and scale: Identifying European office markets in the era of knowledge capitalism

🕔17:28, 9.aug 2019

Key points The role of a city today is to facilitate knowledge exchange and information sharing to nurture idea creation. The cities that do this best are those that are able to attract talent, cultivate clusters of high value add

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European Retail Parks – What’s Next?

European Retail Parks – What’s Next?

🕔17:15, 9.aug 2019

In recent years, European retail parks have experienced a significant transformation with regard to the breadth of tenant mix and quality of design.  

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The Fed, correlations and valuation tools

The Fed, correlations and valuation tools

🕔17:44, 18.jul 2019

Uncommon truths It’s been a good year for all assets. The fact that equity markets have reacted positively to falling bond yields may suggest a change in the correlation regime. We remain sceptical about that and stick with absolute equity

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Skagen – Duo lunch presentatie

🕔12:00, 18.jun 2019

Duo lunch presentatie Lead portfolio managers SKAGEN Kon-Tiki en SKAGEN m2 presenteren visieDinsdag 18 juni in Utrecht Graag nodigen wij u uit voor een lunchpresentatie in Utrecht door twee lead portfolio managers van SKAGEN. Fredrik Bjelland van SKAGEN Kon-Tiki zal de ontwikkelingen

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Engaging the future

Engaging the future

🕔17:02, 13.jun 2019

The real estate industry is well accustomed to dealing with cyclical change. However as we look to the future, it is essential to understand the fundamental structural change and disruption occurring in the industry. A collaboration between Nuveen Real Estate

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Going Dutch: the prospects for and implications of a four-day working week

Going Dutch: the prospects for and implications of a four-day working week

🕔14:04, 11.jun 2019

Fundamentals A future in which there is less work to be done will radically reshape the economy, with important consequences for investors – including some contrarian implications for the consumer and real-estate sectors.

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European real estate offers better value than the US or Asia

🕔13:21, 5.jun 2019

Europe was late to the real estate party. But being late isn’t always a bad thing. It means that Europe’s real estate cycle is less advanced, with more growth still ahead compared to the US, and with valuations that are

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Aflossen of opbouwen: de mogelijke rol van pensioenpremies bij het versneld aflossen van de hypotheekschuld

Aflossen of opbouwen: de mogelijke rol van pensioenpremies bij het versneld aflossen van de hypotheekschuld

🕔15:46, 20.mei 2019

In het kader van de hervorming van het pensioenstelsel, is ook de wens om huishoudens meer flexibiliteit te geven in de opbouw en de besteding van het pensioenvermogen. Een startend huishouden dat een woning koopt, zou er wellicht voor willen

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The Uncomfortable Truth

The Uncomfortable Truth

🕔13:02, 1.mei 2019

As the intensifying yearn for yield by investors increasingly bumps up against “the uncomfortable truth” of declining interest rates amidst soaring fiscal deficits and bulging debt loads, KKR’s Global Macro, Balance Sheet, and Risk Analytics team has analyzed what yield-oriented

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Upcoming Urbanites

Upcoming Urbanites

🕔17:02, 25.apr 2019

A new generation is flocking to cities, driving major economic and social shifts Bright city lights are shining on alternative investment opportunities as urbanization trends impact everything from agriculture to real estate to infrastructure​ The story of the past century

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Real Interest in Real Estate

Real Interest in Real Estate

🕔17:02, 1.apr 2019

Investors Need Yield With both the US Federal Reserve and the ECB unlikely to raise interest rates in coming months, and the subsequent impact on government bond and money markets, investors are now desperately searching for their required income elsewhere.

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The Silver Tsunami: Can REITs Help You Ride the Wave?

The Silver Tsunami: Can REITs Help You Ride the Wave?

🕔14:02, 28.mrt 2019

Tim Gibson, Guy Barnard and Greg Kuhl, Portfolio Managers for the Global Property Equities strategy, discuss how REITs can provide a way to capitalize on aging populations. 

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Applying a 360-degree approach to property allocations

Applying a 360-degree approach to property allocations

🕔02:01, 20.mrt 2019

Executive summary Applying a universal approach to property allocations can offer investors an opportunity to achieve superior risk-adjusted returns throughout the property occupancy cycle. The unique characteristics of the real estate asset class, combined with visibility on the underlying cash-flow

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The impact of lending standards on default rates of residential real-estate loans

The impact of lending standards on default rates of residential real-estate loans

🕔14:27, 19.mrt 2019

Occasional Paper Series This paper analyses the impact of lending standards for residential real estate (RRE) loans on default rates, using a novel loan-level dataset from the European DataWarehouse (EDW) that covers eight euro area countries. To the best of

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US Real Estate Summary

US Real Estate Summary

🕔14:00, 14.mrt 2019

Private commercial real estate continues to produce steady returns, in line with long-term expectations, even though there are some differences across major property types, exhibit 1. Long-horizon real estate investors expected returns to slow in line with historical performance. After

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US Real Estate Summary

US Real Estate Summary

🕔14:00, 14.mrt 2019

Private commercial real estate continues to produce steady returns, in line with long-term expectations, even though there are some differences across major property types, exhibit 1. Long-horizon real estate investors expected returns to slow in line with historical performance. After

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Uitgelichte Evenementen

  1. Alpha Research – Lower for Longer

    december 3 @ 12:00 - 18:00

Asset Allocation Consensus September

Twitter

Deze week in "Multi-Asset Solutions Weekly Strategy Report" van @JPMorganAM een helder plaatje dat #EmergingMarketDebt toch wel heel mooi in een multi-asset portfolio past. Maar het is ook een beetje #confirmationbias 😀-> https://t.co/7b6yAG8Wv4 #assetallocation via
@Opinio_Pro

In Emerging Markets, Does It Pay to Worry About ESG Factors? ->https://t.co/Hca0PmObIB #emergingmarkets #equity #esg via @TRowePrice

Cyber Monday: 4 reasons online sales are surging -> https://t.co/8pxHju7Ins #technology #cyber #BlackFriday via @AXAIM

Lower credit risk observed in sectors that are positively aligned with the SDGs -> https://t.co/fMx3Xawo2A #fixedincome #Credit #SDGs #ESG #SRI via @Robeco @Robeco_Prof_NL

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