Navigating the Real Assets Recovery
Unlocking today's real assets investment opportunity
Has the real assets recovery begun? We think so...
We are here to help you navigate the complexities of the real estate and infrastructure recovery in today's market. In this era marked by economic fluctuations, understanding the dynamics of private and listed real assets, specifically real estate and infrastructure, is essential for maximizing your investment portfolio’s potential.
We believe the market is showing clear signs of a rebound, presenting unique and timely opportunities for investors. With decreasing interest rates and a capital markets upswing, all signs point to now as the time to identify cyclical opportunities that could help achieve your portfolio’s return objectives. Learn more through our insights below.
Insights
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Market Research
Macro House View 2025
Since the beginning of the year, bond markets have seen dramatic volatility, caught between policy uncertainty and persistent inflation.
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Investment Perspectives
Our View: Best Opportunities in Global Real Estate for 2025
The best global real estate investment opportunities in 2025 will be found where macro conditions, secular tailwinds and evolving sector use cases intersect with high-conviction strategies, operational expertise and skillful execution.
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Market Research
U.K. lease events show occupier demand continues strong
Understanding income dynamics is crucial for investors in the U.K. real estate market. The following analysis delves into the trends and patterns of lease events, exploring the relationships between occupier behavior at lease break and expiry, rental growth and investor returns.
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Investing in Infrastructure
Open-End Funds: Time is Money in Infrastructure’s New Era
Historically, many infrastructure companies such as utilities, airports, and toll roads exhibited stable, low-growth earnings. However, the investment landscape and its growth oppo
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Investment Perspectives
EXPO REAL 2024: Delegates’ Optimism is Gradually Rising Amid Expiring Risks
The mood among the 40,000-plus delegates at the annual EXPO REAL Conference in Munich was notably more upbeat compared to last year. The consensus was ‘cautious optimism’ driven by green shoots such as lower interest rates, stabilizing market values and transactions returning to the market. As major 2024 risk factors unwind—including uncertainties over interest rates, inflation and election risks—the outlook for European real estate markets is improving.
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Investing in Infrastructure
Game Change: Infrastructure Growth Accelerating with AI
The growth outlook for listed infrastructure continues to improve in 2024. We have seen increased profitability for data centers, rising estimates of future capacity installations, and surging forecasts for power demand and the utility investment needed to service.
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