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Showing 11 - 20 of 58 entries

  1. BLOG

    What’s driven capital growth in real estate portfolios? 

    Feb 6, 2020 Bryan Reid

    Real Estate Investing

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    In real estate investing, capital growth has historically been responsible for most of the observed volatility in total returns. Could breaking capital growth into its components help tell a more detailed story of property portfolios’ performance?

  2. BLOG

    2020 Emerging Real Estate Trends 

    Jan 16, 2020 Will Robson

    Real Estate Investing

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    From managing climate risk to advances in analytics, 2020 may be a watershed year for real estate. Read our top five emerging trends likely to be front of mind for global real estate investors in 2020 and beyond

  3. BLOG

    Digging deeper into pan-European property funds’ performance 

    Nov 26, 2019 Will Robson

    Real Estate Investing

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    Property investors who invest across a broad region, like Europe, can use a peer-group benchmark to gauge relative performance. But to determine the specific drivers of returns, detailed asset-level performance attribution can help shed light.

  4. BLOG

    Exploring the ‘what ifs?’ in real estate 

    Oct 29, 2019 Bryan Reid

    Real Estate Investing

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    The opacity of real estate markets and the wide spectrum of potential outcomes makes it hard to understand performance. Running a historical “what if” analysis may help institutional investors understand how different choices could have impacted outcomes.

  5. BLOG

    What’s the downside in real estate? 

    Oct 4, 2019 Bryan Reid

    Real Estate Investing , Global Investing

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    Real estate has always been marked by periods of expansion and sometimes painful corrections. But all cycles are not alike.

  6. BLOG

    Underwater assets? Real estate exposure to flood risk 

    Sep 17, 2019 Gillian Mollod , Will Robson

    ESG Research , Real Estate Investing

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    Real estate investors are buying and leasing assets that might be jeopardized by a climate-changed world. A new analysis can help investors identify high-risk U.K. locations.

  7. BLOG

    Real estate may be yielding less than you thought 

    Sep 12, 2019 Bryan Reid

    Global Investing , Real Estate Investing

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    Income has long been an important part of real estate returns meaning yields are often heavily scrutinized by investors. However, headline yields do not factor in capital expenditure requirements which can vary significantly. Investors looking to better understand potential “free cash flow” positions of portfolios post-capex may want to adjust the yields they use to account for it.

  8. BLOG

    The changing face of real estate portfolios 

    Aug 14, 2019 Bryan Reid

    Global Investing , Real Estate Investing

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    Office and retail investments’ historic dominance of commercial real estate portfolios is decreasing, with other property types — including logistics centers, student housing, and data centers — increasing. This evolution highlights how technology and the search for yield have led investors to diversify and seek exposure to other property types.

  9. BLOG

    Have appraisers been too bullish on retail real estate? 

    Jul 30, 2019 Will Robson

    Real Estate Investing

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    Media commentary has fixated on the shuttering of shops, while retail-focused REITs are priced at substantial discounts to the value of their assets. Have appraisers of retail real estate been excessively bullish?

  10. BLOG

    Asian retail resilience: Have store hours affected performance? 

    Jul 9, 2019 Bryan Reid

    Real Estate Investing , Global Investing

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    Industrial real estate has outperformed retail assets in recent years, but the trend has been less pronounced in Asia, where store hours, among other reasons, might have led to more resilient retail performance.

Showing 11 - 20 of 58 entries