UK Real Estate: Talking Points April 2024
Our quarterly snapshot of current real estate market trends.
LGPS Next Steps on Investments: a focus on private equity
We look at five questions LGPS funds may want to consider as they evaluate private equity and discuss how it might help them deliver both their return and impact ambitions.
2024 Global Real Estate Outlook
What’s in store for real estate in 2024? Global megatrends and financial conditions will impact returns and sector allocation.
UK Real Estate: talking points January 2024
Buying opportunities are anticipated in H1 2024. Decisions should be guided by long-term trends, but the differences in opportunities between sectors will be crucial too.
Targeting relative value in listed real estate
With inflation data suggesting we are at or near the peak in interest rates and investors assessing scope for cuts in 2024, real estate equities have risen sharply from their lows.
The coming year could be an inflection point
2024 could be a challenging period, but could be a good time to invest in Alternatives.
The resurgence of Europe’s luxury high streets is gathering momentum
High street retail markets across Europe are benefitting from the solid recovery of tourism, both international and domestic.
Balancing uncertainty and optimism
The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?
Rising incomes: what are the outcomes for global residential rents?
We look at the correlation between disposable household incomes in Europe and the US and housing rents, why the market is like it is, and what it means for investors.
UK Real Estate: talking points August 2023
Finance rates dropped back in July, partially reversing a sustained prior trend higher, reflecting inflation and interest rate expectations.
