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
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
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
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?
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
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
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
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
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,
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
In recent years, European retail parks have experienced a significant transformation with regard to the breadth of tenant mix and quality of design.
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
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
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
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.
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
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
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
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
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.
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.
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
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
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
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
Risk management remains a priority in view of the mixed economic and consumer data in the US. Find out what investors could focus on.
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
