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Enduring Yield: European Commercial Real Estate Debt

Enduring Yield: European Commercial Real Estate Debt

🕔09:37, 21.Sep 2020

The European real-estate debt market has changed dramatically since the Global Financial Crisis, with bank lending activity – constrained by regulatory capital and oversight – creating a structural opportunity for non-bank lenders to exploit. As such, we believe European commercial

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Real estate’s role as an inflation hedge in a post-COVID world

Real estate’s role as an inflation hedge in a post-COVID world

🕔13:22, 10.Sep 2020

The Federal Reserve's recent Jackson Hole Symposium has renewed attention on inflation in light of the unprecedented global fiscal and monetary policy response to the COVID-19 pandemic If inflation exceeds capital market expectations, risk assets could underperform. As such, investors

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Wall Street overtroeft Main Street

Wall Street overtroeft Main Street

🕔14:29, 8.Sep 2020

Asset Allocatie Consensus Augustus 2020 gaat de boeken in als de maand waarin alle grote Amerikaanse beursindices records breken. Opnieuw was Tech de uitblinker dat als sector een jaarperformance van bijna 25% laat zien. Wall Street overvleugelt daarmee Main Street,

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Alternatives in 2020

Alternatives in 2020

🕔17:41, 4.Sep 2020

Alternatives AUM exceeds $10tn milestone amid challenging market conditions The alternatives industry has just set a new record: global assets under management (AUM) have surged to $10.31tn. We’re now well on our way to meeting Preqin’s 2018 forecast of $14tn

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APAC Real Estate Outlook

APAC Real Estate Outlook

🕔15:23, 4.Sep 2020

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Where past …

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New York – Big shifts in the Big Apple

New York – Big shifts in the Big Apple

🕔15:13, 4.Sep 2020

While no real estate sector or portfolio is immune from the negative effects of the coronavirus pandemic, we believe certain sectors and strategies are better positioned in these uncertain …

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The tipping point – a new reality for offices?

The tipping point – a new reality for offices?

🕔11:40, 28.Aug 2020

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. How has my experience differed from others? Do I have a private workspace

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Observations driving our outlook

Observations driving our outlook

🕔15:34, 17.Jul 2020

2020 Real Assets Outlook Coronavirus… The ongoing impact of Covid-19 on the global economy has dramatically altered our outlook on inflation, risk and asset class returns. Going into 2020, valuations for many risk assets were rich and expected returns were

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Real Estate and Defined Contribution Plans

Real Estate and Defined Contribution Plans

🕔15:28, 17.Jul 2020

While exposure to the real estate asset class is common in defined benefit (DB) plans, this has only become a more recent occurrence in defined contribution (DC) plans. Many target date funds (TDFs) have now started to provide exposure to

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Perspectives in today’s real estate market

Perspectives in today’s real estate market

🕔09:50, 2.Jul 2020

Real estate investing in a post-coronavirus world Macro backdrop: GFC pales in comparison to the Great Lockdown The last 30 years of cap rate compression is likely over given the very low interest rate environment. Next decade is likely to

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Covid-19: short-term pain, long-term opportunities for European commercial real estate

Covid-19: short-term pain, long-term opportunities for European commercial real estate

🕔11:39, 22.Jun 2020

Over the past few weeks, most Western economies have remained frozen by the lockdown measures taken to contain the Covid-19 pandemic. These measures have already had an unprecedented economic impact, but the magnitude of the long-term fallout is difficult to

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Perspectives in today’s real estate market

Perspectives in today’s real estate market

🕔14:51, 15.Jun 2020

Real estate investing in a post-coronavirus world Macro backdrop: GFC pales in comparison to the Great Lockdown The last 30 years of cap rate compression is likely over given the very low interest rate environment. Next decade is likely to

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Green, healthy buildings as economic stimulus

Green, healthy buildings as economic stimulus

🕔13:24, 9.Jun 2020

EU policy recommendations on starting a paradigm shift We welcome the EU’s intention to ‘Rebuild Europe’ by accelerating gren building renovation1 to support economic recovery, to support our health2 , to reduce carbon emissions and improve energy security.  

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Real Estate During a Crisis

Real Estate During a Crisis

🕔15:56, 8.Jun 2020

Global Outlook The outbreak of COVID-19 has quickly translated into a severe shock for the global economy and real estate markets. Near-term indicators of performance have turned sharply downward, and the situation is fast-moving. At the same time, some lessons

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Going green

Going green

🕔14:22, 29.May 2020

Real estate and sustainability in APAC With both events likely to witness widespread damage to public health, disruption to economic systems, and yet face solutions that can be guided by scientific evidence, parallels between the COVID-19 outbreak and the climate

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After the great lockdown

After the great lockdown

🕔11:40, 28.May 2020

New Business Realities and the Implications for Investors The coronavirus pandemic has led to humanitarian, societal, business and economic crises unprecedented in their global breadth and speed – leaving governments, healthcare systems, communities, companies and families overwhelmed. Over a third

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Identifying tomorrow’s world cities

Identifying tomorrow’s world cities

🕔10:09, 12.May 2020

Think global  According to the United Nations, more than half of the world’s population already lives in urban areas, a percentage predicted to rise to 68% by 2050. The story of the past century has been one of dramatic population

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Investing in an uncertain world

Investing in an uncertain world

🕔13:53, 1.May 2020

The Big Picture Is this a buying opportunity or the half-way stage in a larger slump? The truth is we don’t know, so we have constructed a range of scenarios that see the S&P 500 anywhere between 1400 and 3000 in 12

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COVID-catalysed structural changes in global real estate?

COVID-catalysed structural changes in global real estate?

🕔13:41, 29.Apr 2020

As a landlord and investor in real estate, I am closely watching how the world adapts to the global lock down. In our case at Momentum Global Investment Management, the transition from office to homebound working has been seamless. I

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Eerst kopen of eerst verkopen?

Eerst kopen of eerst verkopen?

🕔08:45, 28.Apr 2020

Een empirische analyse van de strategieën van doorstromers op de woningmarkt In dit paper bekijken we de manier waarop doorstromers op een lokale markt van woning wisselen, en meer specifiek of ze beginnen met de verkoop van hun oude woning

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Defensive positioning

Defensive positioning

🕔16:45, 24.Apr 2020

Our view is that allocating to defensiveness is more important than timing a bottom in asset prices and adding to risk at this stage. The Japanese yen is increasingly showing its defensive properties, Chinese government bonds are offering attractive yields,

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We are in uncharted territory

We are in uncharted territory

🕔11:00, 20.Apr 2020

Research Blast – COVID-19 European Office Markets Series, edition 1 Within a matter of weeks, COVID-19 has caused an unprecedented level of disruption to all asset classes. Office real estate markets are by no means immune to this, but due to

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Guide to Alternatives

Guide to Alternatives

🕔16:53, 17.Apr 2020

Market Insights  Powerpoint by JP Morgan Asset Management

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Alpha Research – UITGESTELD – Kennislunch ‘Real Estate’

🕔12:00, 16.Apr 2020

Een nieuwe datum volgt binnenkort.

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Week #14 – Top Five Best Read Research on OpinioPro

Week #14 – Top Five Best Read Research on OpinioPro

🕔11:56, 3.Apr 2020

#14 Again, the main theme this week was: the coronavirus. The five best read research on OpinioPro this week did approach this in different ways, which makes them all very interesting to read.  Edmond de Rothschild published a “Special Flash”

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