What investors want: The results of IREI’s annual survey of investors
Investors committed more capital to real estate in 2021 than they had initially expected, and US investors expect to allocate even more to the asset class in 2022.
June 1, 2022: Vol. 16, Number 6
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From the Current Issue
The liquidity riddle: Is there a way to measure unlisted fund liquidity?
Liquidity is a well-known issue when investing in private real estate. A lack of liquidity deters some investors from participating in the asset class altogether, especially if their investment horizons are short, but it has less concern for others with longer investment horizons and who are prepared to maintain a strategic allocation.
Different worlds: Structural trends are bifurcating global office markets
The global office market is undergoing profound changes, driven by structural environmental, social, health and technology trends. Most pre-date the pandemic, and all have been accelerated by it.
The sign of our times: Incoming higher interest rates suggest an eventual repricing of all real estate assets. Is it time to bank performance?
As well as dominating the news headlines, the Russia-Ukraine crisis is also significantly influencing the economic, financial and commercial real estate outlook.
Creating a marriage of convenience: With incumbent supermarket groups operating from huge store footplates and largely enjoying strong sales, can Amazon Fresh really reshape convenience grocery retailing?
Europe’s grocers have emerged from the pandemic remarkably well. They largely reinforced their position as an essential service, their staff were frontline workers, and ecommerce penetration increased dramatically. While online sales have inevitably dropped off, the residual lift marks a step change in omnichannel grocery in Europe and the United States.
Catella raises €280m for first resi “dark-green” ESG fund
Catella Residential Investment Management has secured €280 million from seven German and Dutch institutional investors for the Catella European Residential III Fund (CER III) — the first pan-European “dark-green” ESG impact fund for residential real estate.
Germany experiences large rise in residential new builds
Germany is seeing a significant increase in new-build residential properties, as investors look to enhance their ESG credentials and fight off the threat of inflation to portfolios.
Pension funds warn of looming “brown discounting” danger
A large number of European pension funds believe real estate that falls short on sustainability will suffer from significant “brown discounting”.
Retailers across EMEA plan to expand store portfolios
More than half of retailers across Europe are estimated to be planning on expanding their store footprints over the next year.
European markets can cope with economic “double trouble”
European real estate investment markets are in a good position to deal with the “double trouble” of lower GDP growth and higher inflation.
Avalanches in slow motion: Beware megatrend investment perils
Futurologist Matthias Horx famously characterised megatrends as “avalanches in slow motion”.
Testing times: Rattled global economic sentiment and net-zero ambitions are set to stress test portfolios
From the COVID-19 pandemic to Russia’s war on Ukraine, the world has seen its fair share of black swan events recently.
Hedging your bets: Navigating a new real estate and inflation investment
Between the fourth quarter of 2020 and the first quarter of 2022, euro zone CPI inflation increased from –0.28 percent to 6.16 percent — reaching levels last seen in the mid-1980s