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Principal – Lunch seminar – Inside Real Estate

🕔12:00, 28.Jun 2022

Principal is delighted to invite you to our Inside Real Estate seminar and lunch in Amsterdam. This seminar will feature some of our leading real estate investment professionals from the U.S. and Europe as they identify resilient strategies to manage

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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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Alpha Research – Bijeenkomst – Focus op inkomen in tijden van inflatie

🕔15:00, 16.Sep 2021

Alpha Research organiseert samen met PGIM, Ossiam (een affiliate van Natixis Investment Managers) en State Street SPDR ETF’s een bijeenkomst waarin de vraag over inkomsten en inflatie centraal staat. In twee uur tijd krijgt u een overzicht van de asset

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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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Identifying attractive cities for UK office investing

Identifying attractive cities for UK office investing

🕔11:04, 6.Sep 2021

Property investors are examining the emerging “new normal” as input into capital deployment plans for the months ahead. If history is a guide, the UK will capture a lion’s share of planned investment because its defining features remain extremely attractive

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Real Estate Outlook – Edition 3, 2021

Real Estate Outlook – Edition 3, 2021

🕔15:52, 3.Sep 2021

Recovery in the economy and real estate investment markets gathered pace in the second quarter, though the new Delta variant of the virus poses a threat. Real estate showed strong returns in the first half of the year, driven by

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European commercial real estate: play the re-opening with quality assets

European commercial real estate: play the re-opening with quality assets

🕔14:19, 25.Aug 2021

The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent, mitigation measures and travel bans are being lifted, allowing growth to revive. As the European economy recovers,

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Inflation-hedging your portfolio? Beware of unintended consequences

Inflation-hedging your portfolio? Beware of unintended consequences

🕔13:28, 13.Aug 2021

Investors may be concerned about how to protect their portfolios from the impact of higher inflation. Investments such as commodities, real estate and equities have historically outperformed when prices rise. But performance doesn’t tell the whole story. These asset classes

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China Regulation – Opportunity May Lie in the Midst of Stock Sell-Off

China Regulation – Opportunity May Lie in the Midst of Stock Sell-Off

🕔15:45, 10.Aug 2021

We are assessing potential winners and losers amid new regulations in the education sector. KEY INSIGHTS The situation is still evolving with regard to China’s new regulations for the education sector that has sparked a sell‑off. However, China’s stock market

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Grey washing?

Grey washing?

🕔12:46, 10.Aug 2021

Green Bonds De Franse vastgoedonderneming Gecina heeft recentelijk al haar reguliere obligaties omgezet naar volledig groene (green bond) obligaties. Niet door een herfinanciering, maar door het simpelweg omkatten van de bestaande grijze bonds naar green bonds. De vraag is dan

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021 Invesco Global Sovereign Asset Management Study

021 Invesco Global Sovereign Asset Management Study

🕔14:33, 4.Aug 2021

With Covid-19 top of mind, impacting both operations and investment strategies, the impact of the ongoing pandemic is the major theme running throughout. This includes an examination of adjustments made in response to the crisis and the impact on long-term

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Sector Compass Monthly Update

Sector Compass Monthly Update

🕔14:47, 14.Jul 2021

June showed similar trend characteristics to earlier in the year, with value and cyclical exposures rising again — but with a hint of caution caused by the emergence of new COVID variants and concerns over Fed tapering. Europe and the

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The Big Picture 2021 Q3

The Big Picture 2021 Q3

🕔11:34, 28.Jun 2021

We believe this economic cycle is in its infancy and, despite valuation concerns, are sticking with a preference for cyclical assets within our Model Asset Allocation. We make minimal changes, with a small reduction in the allocation to commodities (to

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US CRE Market Insights – June 2021

US CRE Market Insights – June 2021

🕔08:33, 10.Jun 2021

We believe the forces driving US commercial real estate investment performance are strengthening and supporting expectations for a solid if not impressive recovery from the Covid-19 recession. First quarter National Council of Real Estate Fiduciaries (NCREIF) results were notable with

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Pictet Asset Management: Groen vastgoed is een aantrekkelijke belegging

Pictet Asset Management: Groen vastgoed is een aantrekkelijke belegging

🕔10:24, 7.Jun 2021

Het internetgebruik en daarmee de data die we up en downloaden neemt alleen maar toe. Hiermee neemt ook de vraag toe naar een gespecialiseerd type vastgoed: het datacenter. Alleen al in Europa zal de datacentermarkt in de periode 2020-2024 jaarlijks

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The Future of Mobility

The Future of Mobility

🕔09:48, 31.May 2021

For the first time since the advent of the internal combustion engine, a complete transformation in car transport is underway. Instead of personally-owned, gasoline-powered, humandriven vehicles, the advanced economies are transitioning to electric-powered and driverless vehicles, paid for by the

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Roaring or groaning ’20s for real estate?

Roaring or groaning ’20s for real estate?

🕔14:25, 14.May 2021

A global pandemic kicked off the 2020s – a decade still feeling the effects of the 2007-2008 Global Financial Crisis with ultra-low interest rates and monetary authorities propping up asset markets. It is also a decade preceded by deep social,

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Taking a look at #InterestRates – Research Highlights

Taking a look at #InterestRates – Research Highlights

🕔14:55, 9.Apr 2021

In a recent publication by Janus Henderson they ask the question if the recent rise in rates is sustainable. They state that the recent rise in rates has made a couple things clear, namely: The recent rise is undoing the even faster decline from last year and secondly that the initial …

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The Decisive Eye

The Decisive Eye

🕔14:07, 1.Apr 2021

COVID-19 will leave an indelible scar on people and businesses which will take time to heal. While optimism mounts as global vaccination gets underway and spring shoots of recovery break through, the ever-present challenges that loom large on the …

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Interest rates are rising, should real estate be concerned?

Interest rates are rising, should real estate be concerned?

🕔10:29, 24.Mar 2021

Capital markets are increasingly penciling in a higher interest rate scenario as reflected in a sharp steepening in the Treasury yield curve over the past 30 days. The yield on the 10-year bond has increased by 40 bps over the past 30 days. Despite dovish messaging …

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Not All Property Recessions Are The Same

Not All Property Recessions Are The Same

🕔12:17, 5.Mar 2021

For investors, the recent decline in retail property performance might suggest opportunity for acquiring property at distressed pricing. The challenge for such investors is to identify discounts associated with the Covid-19-induced recession versus discounts associated with the structural distress in

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Commercial Real Estate Prospects Post COVID-19

Commercial Real Estate Prospects Post COVID-19

🕔13:15, 9.Feb 2021

The retail and hotel property sectors are bearing the brunt of the Covid disruption: weaker businesses are shuttering, vacancy rates are surging, rent collections are shrinking, property values are dropping, and commercial mortgage delinquencies are rising. Investors in these sectors are struggling to find a …

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Principal – Webinar – Inside Real Estate Annual Strategy Outlook 2021

🕔15:00, 28.Jan 2021

Webinar – Inside Real Estate Annual Strategy Outlook 2021 What can we expect from the global economy in 2021? And how will that affect commercial real estate? Join us for a webcast featuring Indraneel Karlekar, Ph.D., Senior Managing Director, Global

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Nordea AM – Webinar – Listed Infrastructure and Listed Real Estate

🕔15:00, 28.Jan 2021

Webinar – Listed Infrastructure and Listed Real Estate Seeking attractive opportunities for portfolio diversification! 2020 has highlighted the globality of our world. Diversification is once again a key aspect of portfolios. In this context, listed infrastructure and listed real estate

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Social & Affordable Housing

Social & Affordable Housing

🕔14:25, 12.Jan 2021

Social & Affordable Housing White paper This white paper summarises the social and affordable housing (“S&AH”) sector in the United Kingdom and Ireland. There are similarities in the provision of S&AH in each country and in each there is a

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