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AEW Monthly Research Report - July 2021

Long term trends alleviate concerns on runaway inflation.

  • July 29, 2021
Climate-Informed Real Estate Returns in Europe

How much will climate change impact European Real Estate returns?

  • July 14, 2021
AEW Research: Asia Pacific

The segment looks at the inherent features of the Seoul office market that led to this result, the attractive fundamentals and key opportunities, and what we might expect to see going forward.

  • June 16, 2021
AEW Research: Essential Housing

The segment of the rental housing market that is affordable to households with low to moderate household incomes.

  • June 16, 2021
AEW Research: US Economic & Property Market Perspective Q1 2021

America on the Verge of Returning – making strong progress overall in the vaccine rollout.

  • June 15, 2021
AEW Research: Asia Pacific Market Perspective Q1 2021

Markets are expected to see a more widescale recovery to begin in the coming months as mass vaccinations continue and business confidence improves.

  • June 15, 2021
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Time to Shift for Insurers: Investing in Private Assets (3/3)

In today’s low rate environment, insurers are allocating more and more to private assets.

  • June 7, 2021
Investor Portfolio Alignment with the Paris Agreement: a multi-sector, multi-asset class approach

S&P Trucost and Natixis IM Solutions detail the extension of the 2°C alignment assessment methodology to private and illiquid asset classes in order to obtain consistent multi-sector, multi-asset class analyses.

  • June 3, 2021
AEW Mid-Year 2021 Outlook

Covid-19 negatively impacted 2020 European growth to various degrees. Regardless of its precise speed, the 2021-22 recovery is expected to be solid. But, this strength is also raising concerns on inflation.

  • May 4, 2021
AEW and Natixis IM in Refinancing of Iconic ENI Headquarters

  • March 23, 2021
2021 Preqin Global Real Estate Report: Future-Proofing Core Real Estate

The pandemic has highlighted the rising importance of anticipating socioeconomic megatrends for fund managers to stay ahead.

  • March 9, 2021
The Era of Infrastructure 4.0

How digitalization can help infrastructure to answer the challenges of the post-Covid-19 world?

  • March 5, 2021
Next-Generation Real Estate

Rapid evolution in sustainable buildings raises the bar for property investors.

Future-Proofing Core Real Estate

The pandemic highlights the need to follow socioeconomic mega-trends.

Real Estate Debt Helps Investors Ride out Crisis

Senior secured loans bring some certainty to an uncertain world.

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COVID-19 Impact on Real Estate: A Global View from AEW

What COVID-19 has changed in the Real Estate Sector in Asia, in Europe and in the US.

  • August 3, 2020
Why Has Making an Impact Been Made so Hard?

Despite regulatory changes relating to ESG and Impact Investing, Trustees are still none the wiser about how to account for climate change in their scheme’s SIPs.

COVID-19: What is the impact on Commercial Real Estate Debt in Europe?

Ostrum Private Debt Real Assets team looks into the impacts of the Covid-19 crisis on the real estate debt.

  • May 5, 2020
European Real Estate Debt

In this report, AEW shares initial analyses of loan-level data to allow answering the question: is commercial real estate debt priced efficiently for investors in European markets?

  • October 10, 2019
Factor Investing in European offices

In this report, the factor investing approach is applied to close to 40 European office markets for the first time comparing it to traditional core and value add investment styles.

  • July 17, 2019
Real Estate Debt is the Real Deal

Why economic uncertainty need not deter investors from real estate, explain Arnaud Heck and Cyril Hoyaux in a Q&A.

When the Going Gets Tough

2019 European annual outlook

  • December 5, 2018
European Office Review

Limited new supply drives rental growth.

  • October 11, 2018
French Residential Market Offers Opportunities in Paris and Beyond

European Research Monthly Update

  • August 25, 2018
Future-Proofing European Retail

Innovate to meet the e-commerce challenge.

  • June 21, 2018
A Special Theory of Relativity

If one is truly honest, one must admit that most asset markets across the globe appear expensive today, at least through the lens of historical valuation metrics.

  • June 6, 2018
European Relative Value Index

As yields on European commercial real estate have tightened to record lows over the last two years, investors are fully justified to question whether direct real estate offers sufficiently attractive returns.

  • June 3, 2018
US Real Estate Quarterly

AEW US Q4 2017 Real Estate Market Outlook

  • February 5, 2018
2018 European Property Market Outlook

Analyzing likely impacts of market changes and the state of debt markets in Europe, this report provides an overview of current conditions, highlighting strategies that have the potential to deliver outperformance.

Real Asset Debt: A Substitute for Bonds?

Collateralised assets benefit insurers under Solvency II.

European Real Estate Quarterly

AEW Europe Q2 2017 Real Estate Market Outlook

  • July 1, 2017
European Real Estate Quarterly

AEW Europe Q1 2017 Real Estate Market Outlook

  • April 24, 2017
Solving the Insurance Equation

Insurers need innovative investment strategies in response to regulation and low yields.

It's Time for Real Assets

Private debt can be a lower-risk, higher-yielding alternative to traditional bonds.

Real Estate Alchemy

Transforming non-core assets into prime property requires skill and resources.

Brexit Macroeconomic and Real Estate Implications and Insights

Post-referendum Q&A with AEW Research & Strategy.

  • July 25, 2016
Real Estate Debt

An alternative to conventional fixed income investments.