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The Complex Landscape of Housing Investment in 2023

The Complex Landscape of Housing Investment in 2023

🕔08:08, 18.Aug 2023

Mark Steffen of Wells Fargo Investment Institute presents a comprehensive view of the current housing market in the "Investment Strategy Report – Alternatives Spotlight". Despite the increased activity in new-home construction and a positive sentiment among homebuilders, housing affordability is

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Navigating Rising Interest Rates: The US Commercial Real Estate Market

Navigating Rising Interest Rates: The US Commercial Real Estate Market

🕔11:18, 27.Jun 2023

The US Commercial Real Estate (CRE) market is grappling with the repercussions of rising interest rates, tighter lending conditions, and economic uncertainty. These factors, compounded by the fear of a looming mild recession, are impacting transaction volumes and investor sentiment.

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2023 Global Outlook: Capitalizing on Real Estate Repricing

2023 Global Outlook: Capitalizing on Real Estate Repricing

🕔08:15, 21.Jun 2023

In the face of the 'Great Reset', there are promising opportunities in the public markets, especially in Mexico's industrial properties, student and senior living sectors, grade A offices adhering to ESG criteria, and tourism-driven real estate. The ongoing correction in

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Assessing Mexico as a Nearshoring Hub: Opportunities and Challenges

Assessing Mexico as a Nearshoring Hub: Opportunities and Challenges

🕔12:50, 19.Jun 2023

The article "Nearshoring in Mexico: Mirage or the real deal?" delves into the concept of nearshoring, where production and services are moved closer to their final markets, focusing on Mexico's potential as an attractive nearshoring destination. The author outlines the

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Climate Change Conundrum: Navigating Real Estate Investment Adaptation

Climate Change Conundrum: Navigating Real Estate Investment Adaptation

🕔17:05, 1.Jun 2023

Schroders' "Climate change and cities: Adapting real estate investment decisions" advocates for a novel approach in assessing physical climate risk, urging the real estate sector to infuse this aspect into their financial decision-making. The research posits that an innovative blend

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Deciphering Commercial Real Estate: Resilience Amid Financial Pressure

Deciphering Commercial Real Estate: Resilience Amid Financial Pressure

🕔07:47, 1.Jun 2023

Allianz's article, "Eurozone commercial real estate – selectivity matters!" illuminates the complex state of the commercial real estate sector under the influence of financial tightening. This sector, previously thriving in a low-interest-rate environment, now confronts cyclical challenges like economic slowdown,

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Fostering Growth: The Thriving Landscape of Life Sciences

Fostering Growth: The Thriving Landscape of Life Sciences

🕔17:10, 12.May 2023

In the midst of a challenging investment environment with macroeconomic volatility, inflationary pressures, increasing interest rates, and the likelihood of a recession, the life sciences sector stands out. Despite a softening performance outlook for most asset classes, private real estate,

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Real Estate Dynamics Amid Rising Rates: Exploring Corrections and Opportunities

Real Estate Dynamics Amid Rising Rates: Exploring Corrections and Opportunities

🕔14:17, 8.May 2023

The text's main theme focuses on the relationship between real estate and the economy during periods of rising rates, discussing commercial and residential real estate prices, and their impact on GDP during past recessions. The analysis is based on the

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Emerging Markets and Fixed-Income Shine in Tactical Asset Allocation Outlook

Emerging Markets and Fixed-Income Shine in Tactical Asset Allocation Outlook

🕔08:20, 8.May 2023

The report emphasizes the appeal of emerging markets over developed ones, citing the high valuation of the U.S. market as a reason for closing the gap with other developed regions. The author also highlights the attractiveness of fixed-income assets, as

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Vastgoedtrends Q1 2023: Uitdagingen en Kansen

Vastgoedtrends Q1 2023: Uitdagingen en Kansen

🕔13:55, 27.Apr 2023

In het rapport "Samenvatting ontwikkelingen Q1 2023" van NVM Business wordt de terugval in de opname van kantoor- en bedrijfsruimte benadrukt. De kantorenmarkt kampt met een vraaguitval, terwijl grootschalige opnames (logistiek) zijn weggevallen in de bedrijfsruimtemarkt. Aan de andere kant

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UBS Quarterly Insights: Private Markets Outlook

UBS Quarterly Insights: Private Markets Outlook

🕔14:05, 28.Mar 2023

UBS quarterly report shows private markets had lower volatility in returns, encouraging increased allocations to alternatives, and a preference for sustainable investments is likely to continue with new regulatory requirements, pointing to tailwinds for sustainability themes in private market investments.

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Monetary policy in Central and Eastern Europe: ahead of the curve?

Monetary policy in Central and Eastern Europe: ahead of the curve?

🕔14:53, 7.Mar 2023

• German stagnation—rising insolvencies? German business insolvencies are rebounding albeit from a low level. • US real estate—trouble (still) ahead? Some housing market indicators have stabilized, but downside risks continue due to weaker domestic activity. The outlook for commercial real

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Listed real estate sector in opposite direction

Listed real estate sector in opposite direction

🕔12:20, 6.Mar 2023

Market Update A Monthly Performance Report February GPR 250 Index falls 2.3% in February 2023 February 2023’s market action was a reversal from January 2023’s. The GPR 250 Index declined (-2.3%) in the calendar year’s second month, in sharp contrast

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China: What could drive its markets in 2023?

China: What could drive its markets in 2023?

🕔10:52, 15.Feb 2023

Key takeaways China’s reopening could be a positive catalyst for depressed equity valuations The property market will likely become a smaller part of the economy longer term China’s video game platforms, payment systems and e-commerce have been areas of tremendous

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2023 Outlook: Us Commercial Real Estate

2023 Outlook: Us Commercial Real Estate

🕔14:36, 13.Dec 2022

US commercial real estate performance is responding to higher interest rates and prospects for a weaker economy in 2023. The impact affects the demand for space as shown in absorption, vacancy rates, and rent growth along with the valuation of

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Vastgoed, maar dan met toegevoegde waarde

Vastgoed, maar dan met toegevoegde waarde

🕔10:58, 18.Nov 2022

Beleggen in Europees vastgoed met toegevoegde waarde in een tijd van volatiele activaprijzen, stijgende rentes en vertragende economische groei. Beleggers beleven een periode van verhoogde marktvolatiliteit. Niemand weet precies waar de activaprijzen naartoe gaan – of het nu gaat om

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Aanpassing aan de klimaatverandering: hoe leven op een warmere planeet

Aanpassing aan de klimaatverandering: hoe leven op een warmere planeet

🕔10:15, 18.Nov 2022

Naarmate de opwarming van de aarde voortduurt, moeten steden zich aanpassen aan een frequenter voorkomen van dodelijke hittegolven en moeten ze investeren in nieuwe technologieën en innovatie. Madrid en Miami worden vaak tot de beste steden ter wereld om in

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Commercial Mortgage Lending

Commercial Mortgage Lending

🕔10:42, 7.Nov 2022

An Examination of Underwriting Metrics and Losses Through 60 Years of Economic Cycles. Commercial mortgage loans (CMLs) have become an important component of private investment portfolios over the past 30 years. Interest in commercial mortgages began growing as the sector

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Fall 2022 Real Estate Outlook

Fall 2022 Real Estate Outlook

🕔08:29, 18.Oct 2022

The economy was mixed over the summer with GDP contracting for a second consecutive quarter while labor markets continued to exhibit strong growth. The risks that we outlined in our Spring 2022 Outlook have become more acute, in our view,

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The autumn hard vs. soft landing puzzle

The autumn hard vs. soft landing puzzle

🕔08:59, 27.Sep 2022

CROSS ASSET Investment Strategy  While a global recession may be avoided, we are likely to see growth deceleration and high inflation (higher cost of living) along with regional divergences. Thus, investors should consider moving to a more cautious stance on

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Blok voor blok

Blok voor blok

🕔08:10, 1.Sep 2022

Nu de vastgoedsector steeds meer wordt aangesproken op het verkleinen van zijn enorme ecologische voetafdruk, is modulair bouwen weer in de mode. Het is groener, sneller en efficiënter. Modulaire bouw is niet nieuw. In de negentiende eeuw verscheepten Britse immigranten

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From pain to gain

From pain to gain

🕔14:01, 27.Jul 2022

In our previous outlook, we encouraged investors to tune out “noise” and focus on “signal” — economic and asset class fundamentals evidenced in hard data. We continue to endorse this approach, but acknowledge that even the most diligent followers of

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Secular Outlook June 2022

Secular Outlook June 2022

🕔10:48, 27.Jun 2022

Overview It gives me great pleasure to introduce our ninth Secular Outlook. T he next five years will be an uphill struggle for investors. High public and corporate debt levels, labour shortages, potential tax hikes and increased levels of state

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Cyclical, structural and geopolitical challenges in play for US CRE

Cyclical, structural and geopolitical challenges in play for US CRE

🕔13:16, 13.Jun 2022

US CRE MARKET INSIGHTS June 2022: First quarter US CRE investment performance reported by NCREIF’s National Property Index (NPI) offers a continuation of the extraordinary total returns produced during 2021. Total return for the year ending March 2022 reached a

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Impact Of Inflation On Residential Mass Market Housing

Impact Of Inflation On Residential Mass Market Housing

🕔10:47, 9.Jun 2022

Mass market residential housing is in structural undersupply. As such, it is a defensive sector. It is not immune to supply chain or inflation risks. The sector has seen inflation in construction costs. To date, these costs have been absorbed

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Private markets rally to new heights

Private markets rally to new heights

🕔17:20, 24.May 2022

Private markets rebounded in 2021, after a year of pandemic-driven turbulence that suppressed fundraising and deal making. Fundraising climbed to a record of almost $1.2 trillion, up by almost 20 percent over 2020. Growth was widespread across asset classes and

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Investor Guide: Building Resilient Portfolios in an Inflationary Environment

Investor Guide: Building Resilient Portfolios in an Inflationary Environment

🕔08:58, 12.May 2022

Inflationary pressures will likely peak but not disappear Inflation, once thought transitory, now appears more durable. Supply-demand imbalances, while an expected aspect of the economic cycle, have been exacerbated by the unprecedented nature of pandemic shutdowns. The workforce remains constrained

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De woningmarkt: een financieel stabiliteitsrisico

De woningmarkt: een financieel stabiliteitsrisico

🕔12:55, 11.Apr 2022

Olaf Sleijpen – DNB – Shared Value conferentie, 5 april 2022 De presentatie bestaat uit drie onderdelen: 1. Eerst wil ik samen reflecteren op de recente ontwikkelingen op de Nederlandse woningmarkt. 2. Daarna wil ik inzoomen op de risico’s voor

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Challenging times

Challenging times

🕔11:55, 28.Mar 2022

Real Estate Outlook – Edition 1, 2022 The economic recovery continues, albeit interrupted by Omicron, and the war in Ukraine poses a new risk. Global real estate volumes reached a record high, driven by domestic buyers. Falls in office and

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Guide to Alternatives Q1 2022

Guide to Alternatives Q1 2022

🕔16:07, 14.Mar 2022

Alts in aggregate Real estate Infrastructure Private Markets Hedge funds

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Top 10 – Key predictions for real estate markets in 2022

Top 10 – Key predictions for real estate markets in 2022

🕔12:34, 26.Jan 2022

In our annual look into the year ahead, our research team gives answers to some of the key questions that real estate investors face. A year ago, the impact of COVID-19 vaccines was at the forefront of everybody’s minds. Our

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2022 Global Public Real Estate Outlook Report

2022 Global Public Real Estate Outlook Report

🕔12:19, 19.Jan 2022

As we look to 2022, we see REITs well positioned to serve an inflation hedging role while benefiting from a continued recovery in operating fundamentals and above trend economic growth. We see earnings growth as the primary driver of share

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2022 Outlook: US Commercial Real Estate

2022 Outlook: US Commercial Real Estate

🕔12:25, 24.Dec 2021

Commercial real estate (CRE) investment performance for US properties soared in the third quarter as unlevered total return reported by the National Council of Real Estate Investment Fiduciaries (NCREIF) registered 12.1% for the four quarters ending September 30, 2021. This

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Slower. But still pretty fast

Slower. But still pretty fast

🕔16:49, 21.Dec 2021

Recovery, risks and relationships Looking back over the last couple of years, it seems that while so much in our world has changed, much has remained the same. Yet we’ve learned a few lessons along the way. We seem to

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UK Real Estate: how to follow a record 2021?

UK Real Estate: how to follow a record 2021?

🕔15:49, 20.Dec 2021

2021 was a standout year for UK real estate, which delivered annualised total returns of 14.7% to the end of October, as robust income returns were complemented by the return of capital growth. This represents the highest level of annualised

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US commercial real estate strong performance expected into 2022

US commercial real estate strong performance expected into 2022

🕔10:26, 15.Dec 2021

US CRE Market Insights: Commercial real estate (CRE) investment performance for US properties soared in the third quarter as unlevered total return reported by the National Council of Real Estate Investment Fiduciaries (NCREIF) registered 12.1% for the four quarters ending

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The role of income in portfolios

The role of income in portfolios

🕔10:01, 13.Dec 2021

Executive summary Many aspects of investing are fundamentally rooted in the idea that total investment return includes both investment income and investment price appreciation (growth). Nearly every asset class can be decomposed into these two characteristics—some assets being composed mostly

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Surging Construction Costs: Implications for Commercial Real Estate

Surging Construction Costs: Implications for Commercial Real Estate

🕔10:52, 8.Dec 2021

INTRODUCTION In the year that followed the onset of the global COVID-19 pandemic, there was an unprecedented surge in construction costs. Nationwide, building materials rose at the fastest pace in a decade from March 2020 to September 2021 (Figure 1).

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Inflation winds blowing.

Inflation winds blowing.

🕔10:18, 7.Dec 2021

Real Estate Outlook – Edition 4, 2021: The global economy slowed in the third quarter, hit by a combination of supply chain constraints and the Delta variant of COVID-19. Business surveys reported that manufacturing production is lagging behind orders as

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Emerging Trends in Real Estate® – Road to recovery

Emerging Trends in Real Estate® – Road to recovery

🕔08:06, 2.Dec 2021

As European economies have started to recover from the pandemic, there is a clear upturn in confidence among property industry leaders although many are still coming to terms with the radical changes to the business of real estate brought about

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Surging Construction Costs: Implications for Commercial Real Estate

Surging Construction Costs: Implications for Commercial Real Estate

🕔14:15, 1.Dec 2021

In the year that followed the onset of the global COVID-19 pandemic, there was an unprecedented surge in construction costs. Nationwide, building materials rose at the fastest pace in a decade from March 2020 to September 2021 (Figure 1). Many

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November Investment Traffic Lights

November Investment Traffic Lights

🕔11:57, 15.Nov 2021

CIO View October has seen new record highs and record returns Events were less friendly to bonds, as inflation fears are prompting central banks to act sooner than expected Many investors are hopeful of the traditional year-end rally, but the

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Growing pains – strong demand, constrained supply and elevated inflation

Growing pains – strong demand, constrained supply and elevated inflation

🕔16:39, 3.Nov 2021

House View Q4 2021 The course of economic recoveries and expansions never runs completely smoothly. Businesses need to adjust to the changing environment and are just as likely to be surprised by the strength of demand as by any unexpected

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Controlled Deflation of the China Property Debt Balloon

Controlled Deflation of the China Property Debt Balloon

🕔20:26, 20.Oct 2021

Beijing’s policy actions in the property sector seem to be containing any potential contagion effect. KEY INSIGHTS We are confident that there will be a well‑managed deflation of the debt balloon in the real estate sector and that Evergrande’s troubles

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Committing to zero carbon real estate

Committing to zero carbon real estate

🕔14:19, 14.Oct 2021

If the world is to avoid more destructive climate change over the coming decades, every industry must change how it operates and strive to reach net zero carbon by 2050, in line with the 2015 Paris Agreement. Given that buildings

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The wall of worry only gets higher

The wall of worry only gets higher

🕔07:54, 13.Oct 2021

Multi Asset Quarterly: Economic outlook The economic normalization continues, although at an uneven pace following the long Covid-related shutdowns. Further severe lockdowns look unlikely in most Western countries. Supply chain bottlenecks are blurring the near-term macro visibility. Inflation numbers have risen

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Mounting risks, buying time

Mounting risks, buying time

🕔17:10, 11.Oct 2021

CIO Views Markets responded to mixed data from the US and China and to the potential tapering from central banks. We are also seeing inflation (energy and food) and a deceleration in China. As a result, while staying neutral on

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Esg Investing In Real Estate

Esg Investing In Real Estate

🕔15:43, 6.Oct 2021

Building a sustainable portfolio.The property industry is the largest emitter of CO2. By making buildings more sustainable, we can help the environment and boost returns. Investors are waking up to the fact that sustainable investing isn’t just good for the planet

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Commercial Real Estate Investors Revisit Inflation

Commercial Real Estate Investors Revisit Inflation

🕔12:47, 24.Sep 2021

Investors cite inflation hedging power as one of the primary attractions of property investments.2 This characteristic has been of limited use in recent years given the very low pace of inflation in the US and throughout most developed global markets

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Real estate in a portfolio context

Real estate in a portfolio context

🕔14:04, 10.Sep 2021

Real estate is often a building block within the investment portfolios of institutional investors. As with other asset classes, there are times when real estate is over- or undervalued. In this article, we investigate the use of an econometric model

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