Real Assets

Logistics real estate has substantial untapped potential for net zero portfolios and decarbonisation. This is what investors are uncovering.

Asia Pacific Real Estate markets have seen strong inflows. But Singapore, Seoul, China, Japan have very different factors at play.

Real Estate Investment Managers seem more bullish on Offices than investors. Do their stats add up? Or does the segment need time to find equilibrium.

Demographics will have a profound but probably very different impact on U.S. Commercial Real Estate (CRE) than most traditional relationships suggest.

US commercial real estate (CRE) investors are well-versed in the importance of economic growth to property investment performance.

Real Estate Debt and Infrastructure Debt have been popular asset classes for institutional investors. But will these illiquid assets perform in recession.

Timberland Investing is no longer just about stable cashflows. Timberland is experiencing several exogenous shocks that is impacting prices. Some good.

Whether the Green Office Premium will continue may depend on rating concentration by location and building value.

Affordable housing is attracting investors looking to make an impact with their Real Estate portfolios. U.S and U.K affordable housing theme is trending.

Investments in US Low-Income Housing Tax Credits (LIHTC) are an excellent example of impact investing. Impact investing seeks to create positive social...

Whether REITs help protect portfolios in a rising rate and high inflation environment is a function of who you ask, and the ability to raise rents.

Long Term Structural Change for CRE Ahead?

Office Real Estate 1H22 Stats - Across Europe's top 25 markets, 5.6 million square metres of commercial office space was let in 1H22.

Decarbonising portfolios, food security, inflation protection and income are key themes with institutional investors. Farmland ticks many of these boxes.

REIT forward estimates, intrinsic value discounts and strong fundamentals support the case for REITs today. But there may be clouds ahead.

Land Based Assets such as Farmland and Timberland by definition should have a high correlation with CPI. But sensitivities do differ across assets.

Infrastructure and Real Estate Investing both capture an illiquidity premium and produce stable income streams. But there are important differences.

Office Real Estate valuations rely on the ability of landlords to raise rents. But there are some assumptions that may no longer hold with hybrid working.

Creating Net Zero Portfolios involves minimising CO2 per dollar invested. Agriculture, Farmland and Timberland represent popular Natural Capital Options

Infrastructure investors are benefitting from five simultaneous crises that have catapulted investment opportunities up the world's priority list.

Commodity market exposure can be bought via passive ETF's. But for investors looking to capture all commodity benefits, active approaches may be smarter.

Commodity investing is gaining a lot of attention due to it's diversification and hedging properties. But building the ideal portfolio is not that simple.

The U.S. Single Family Rental Housing market may be one third of the size of the U.S. Commercial Real Estate Market, but it should not be ignored.