Real Estate Debt

Light at the end of the tunnel.

AEW’s market update and outlook in Real Estate in APAC across countries and segments.

Changing yields, property valuations, and investment opportunities.

This report provides debt funding gap (DFG) analyses.

Positioning for disruption.

The timing and degree of this re-pricing will be shaped, as always, by additional future changes to monetary policy, the resulting impact to the broader economic environment, and the property sector/market specific vagaries of the various individual assets.

Economic momentum is slowing globally after a strong 2021 and Asia Pacific should not be immune to this. Still, as it stands, the region has had the strongest short-term growth outlook compared to the US and Europe.

Real Estate interest rates have moved upwards but Loan-to-Value (LTV) ratios show stable levels.

River flood, sea level rise, drought etc: how will physical climate change impact European real estate returns?

Discover AEW's Monthly Research Report of June.

AEW’s quarterly update and outlook on the economy and Real Estate across segments (industrial, apartment, property, retail, office) in the US.

AEW’s market update and outlook on Real Estate in APAC across countries and segments.

Repricings & reopenings trigger shopping centre outperformance.

How can European real estate investors best deal with the double trouble from high inflation and slowing economic growth?

How do REITS perform in a rising rate environment? The answer varies because different types of interest rates (Federal Funds, 10 year Treasury, Corporate Bond yield etc) have very different cycles.

Experts from AEW and Natixis analyse the impact of secular trends including; urbanization, climate change, e-commerce, work from home etc. on real estate.

AEW’s quarterly market update and outlook on real estate in the US across segments (industrial and apartment property, retail, office).

AEW’s market update and outlook on Real Estate in APAC, across countries and segments.

Land take regulations to drive land prices, density & Brownfield developments up.

Today, as more investors find themselves fully, or at least more fully funded, commercial real estate offers another attribute that may be valuable in this new, and perhaps unexpected, environment.

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

Asia Pacific’s multifamily sector is set to expand and is piquing the interest of investors.

The pandemic has shown the value of a broad asset range and flexible allocation.

Proliferation of ESG-Friendly Infrastructure Debt Provides Unprecedented Diversification Opportunity for Investors.

No Place Like Home: Defensive Residential Returns Attract Investors.

Update on real estate markets and where they are going.

Over the past year, e-commerce firms have expanded their physical presence rapidly, which has led to record high levels of demand for modern logistics space.

Most recent data suggests lenders “risk-off” attitude.

COVID-19 has heightened both the demand for refrigerated space as well as the awareness of the critical role it plays in society broadly.

How innovations in real estate are preparing us for the post-Covid city.

DC members and smaller DB schemes get long-awaited access to illiquid assets.

Are insurers making a mistake when it comes to their paltry allocation to emerging market (EM) Corporate Debt? Loomis Sayles thinks so.

How much will climate change impact European Real Estate returns?

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.

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

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

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

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.

Will Logistics Continue To Be The Favourite Asset Class For Real Estate Investors?

Strong resilience for regional European offices

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.

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

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

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

Senior secured loans bring some certainty to an uncertain world.

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

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.

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

As real estate contributes to 36% of greenhouse gas emissions globally, a deep understanding of climate change related risks for the commercial real estate sector is starting to develop. Climate change risks include both direct physical and indirect transitional risks.

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?

Clear Path Analysis sits down with Denis Prouteau, CIO of Private Debt & Real Assets at Ostrum AM, to talk about the prospects of real assets, infrastructure and private debt going forward.

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.

How UK Defined Contribution (“DC”) schemes can overcome the misconceptions that stop them offering investments with superior risk-return potential.

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

Creating bespoke portfolios through alignment of bank and asset management capabilities

Limited new supply drives rental growth.

European Research Monthly Update

Innovate to meet the e-commerce challenge.

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.

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.

AEW US Q4 2017 Real Estate 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.

Collateralised assets benefit insurers under Solvency II.

AEW Europe Q2 2017 Real Estate Market Outlook

AEW Europe Q1 2017 Real Estate Market Outlook

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

Institutional investors are increasingly attracted by real asset private debt.

Including alternatives strategies in a portfolio can help to improve performance whilst reducing risk.

An alternative to conventional fixed income investments.