‘The crisis will bring some long-term changes’

Kim Politzer, Director, Head of Research, European Real Estate, Fidelity International

Kim Politzer, Director, Head of Research, European Real Estate, Fidelity International

Kim Politzer, Director, Head of Research, European Real Estate, Fidelity International, tells The Real Asset Day logistics has strengthened its position as an asset class to invest in despite supply chain management issues, while there won’t be the permanent significant shift to online shopping that some expected and in future more people will work from home for at least some of the time


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‘Investors are cautious but still doing business’

Curth C Flatow, Founder, FAP Finance

Curth C Flatow, Founder, FAP Finance

Curth C Flatow, Founder, FAP Finance, tells The Real Asset Day that many institutions see alternative investments in debt funds rather than equities as a market buffer, so they continue to raise capital for the funds but have stepped up the due diligence process to assess specific risks


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Collaborative approach is key for owners and tenants

Kim Politzer, Director, Head of Research, European Real Estate, Fidelity International

Kim Politzer, Director, Head of Research, European Real Estate, Fidelity International

Kim Politzer, Director, Head of Research, European Real Estate, Fidelity International, tells The Real Asset Day that the crisis has shown the importance of a collaborative rather than confrontational relationship between owners and tenants, as both are facing difficulties. However, the demand for rent holidays presents a real challenge to the real estate investment business because collecting rent is the raison d’etre for investing


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Asia Experience

Kim Politzer, Director, Head of Research, European Real Estate, Fidelity International

Kim Politzer, Director, Head of Research, European Real Estate, Fidelity International

Kim Politzer, Director, Head of Research, European Real Estate, Fidelity International, tells The Real Asset Day that there are parallels with the liquidity crisis of the GFC, and with the supply and demand recession of 1992, but the fact is that there has not been such a disruptive shutdown of the economy before, so it is important to look at how Asia has reacted to the pandemic and learn some lessons


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RealCast – the week in Real Assets: Episode 1 – 3rd April 2020

Judi Seebus, James Wallace, Richard Betts and Nicol Dynes

Judi Seebus, James Wallace, Richard Betts and Nicol Dynes

Welcome to RealCast – a new series of podcasts analysing the key themes of the week. Join Judi Seebus, James Wallace, Richard Betts and Nicol Dynes for a time-efficient 20 minutes of informed, informal discussion helping you get in front of the key stories of the week.


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COVID-19 Update – positive signs from China

Kevin Turpin, Regional Director of Research, CEE, Colliers International

Kevin Turpin, Regional Director of Research, CEE, Colliers International

Kevin Turpin, Regional Director of Research, CEE, Colliers International tells Real Asset Day about the response to COVID-19, including the creation of a new micro-site to meet the need for a more rapid response in terms of analysis and research. Kevin also highlights that there is much to be learned from colleagues and clients in Asia in terms of what to expect in European markets.

“In the retail and food & beverage sector there was actually quite a surge back as people were allowed out and, of course, having been shut away for some time, they were quite excited about the prospect of going and doing a bit of shopping, other than for food, medicine and also going out to a restaurant. So some positive signs there but certainly it’s not back to normal as we would know it”


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‘The health crisis is an opportunity to find creative solutions’

Hugo James, Partner & Head of Long Income, Alpha Real Capital

Hugo James, Partner & Head of Long Income, Alpha Real Capital

Hugo James, Partner & Head of Long Income, Alpha Real Capital, tells The Real Asset Day that it is important to work with one’s tenants during such a serious and fast-moving situation, which is having a particularly negative impact on hospitality and leisure, while in healthcare it is business as usual


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‘Italy now is attracting all the big players’

Lia Turri, Partner, Real Estate Leader, PwC

Lia Turri, Partner, Real Estate Leader, PwC

Lia Turri, Partner, Real Estate Leader, PwC, tells The Real Estate Day that the trend started in 2012 but it has accelerated and now the main international institutional investors are interested in the Italian market and account for 84% of transactions


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New research reveals priorities for European pension funds in long income property investment

Hugo James, Partner and Head of Long Income, Alpha Real Capital – New Research

Hugo James, Partner and Head of Long Income, Alpha Real Capital – New Research

Last year Alpha Real Capital published research looking at investor appetite for long lease property and saw a significant expectation of growth from investors over the next two years; with more than 20% of investors expecting a marked increase in investments in long income property. Alpha have just followed this with a survey across different European countries to see what was important to investors in considering investments in this sector.

‘We did see some differences in how people looked at things; in particular Ireland, which had greater emphasis on distribution yield.’

ESG also figured highly in the research; ‘I think as with everything we look at, ESG is an increasingly important factor for investors’.

Alpha Real Capital manages just under £4 billion – the majority of it for pension funds – and is a specialist fund manager investing in real assets with a focus on secure income. The company invests significantly in long lease property, Hugo James, Partner and Head of Long Income, Alpha Real Capital told the Real Asset Day.


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‘Food-anchored retail is much in demand in Germany’

Dirk Hoenig Ohnsorg, MD, Head of Retail Development Germany, Colliers International

Dirk Hoenig Ohnsorg, MD, Head of Retail Development Germany, Colliers International

Dirk Hoenig Ohnsorg, MD, Head of Retail Development Germany, Colliers International, tells The Real Estate Day that investors’ appetite for shopping centres has decreased but retail real estate is still the second largest asset class with a stable turnover despite changing sentiment


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