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RealCast – The Week In Real Assets – 20th April 2020

Welcome to the third edition of RealCast as James Wallace, Nicol Dynes and Judi Seebus join Richard Betts in our regular analysis of key news items and themes for the week in real assets.
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‘Milan and Italy will be back on investors’ radar screens’

Online event: ‘A good time for spec development’

RealCast – The Week In Real Assets – 20th April 2020

‘Strong demand-side tailwind for Logistics’

‘A multi-faceted crisis that will accelerate structural trends’

Special Report: Covid-19 – impact on real estate

‘The crisis is highlighting the importance of logistics’

Online Event – Logistics: ‘Rents and take-up are set to increase’

Special Report: Covid-19 – impact on real estate

‘There is enough capital in the German market’

Special Report: Covid-19 – impact on real estate

RealCast – key themes for the week

‘Policymakers have hit the pause button on the economy’

Special Report: Covid-19 – impact on real estate

RealCast – key themes for the week

‘The crisis will bring some long-term changes’

Wishing you all a happy Easter weekend

‘Investors are cautious but still doing business’

Outlook for UK housing market

Guest Blog: Eyes on Where Beijing, Shanghai Office Prices Go Next

Asia Experience

Event: ‘Hoping for a rebound in 2021’

The impact of Covid-19 on Dubai occupiers

Impact of COVID-19 Crisis on European Hotels Market

Government publishes regulations enabling planning committees to be held remotely

Guest Blog: Price Recovery and Liquidity Parallels From the GFC

Event: ‘The shift to online will be permanent’

Industrial and Logistics industry witnesses spike in flexible requirements due to panic buying Brits

Guest Blog: In Europe, These Are 10 Deals That Did Close in March

Event: ‘Capital flows will take a hit’

Temp use powers to rise as property adapts to coronavirus challenge

Corona Crisis May be Turning Point for ‘Just in Time’ Supply Chain Era, as Inventory to Sales Ratios Head Higher after Decades of Contraction

Event: ‘Deals are still being completed’

Embracing digital transformation is more important than ever – so how do we get it right?

Podcast: COVID-19’s impact on the world’s real estate investment markets

Event: ‘A crisis followed by a V-shaped recovery’

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

Guest Blog: WiredScore’s guide to improving your internet when working from home

RAI Coronavirus Special Report: final call for contributions

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

Rebalancing work and life

Guest Blog: Eviction ban set to spread across Europe

‘Operational real estate is a new focus’

Guest Blog: How the hotel sector across Europe could play a crucial role in managing the COVID-19 crisis

RAI Coronavirus Special Report: financing and restructuring

‘Buying property remains the all-time favourite trend’

RAI Coronavirus Special Report: vulnerable sectors

Cross-Border Weighting of Europe’s Top Markets

‘ESG criteria are increasingly important’

Guest Blog: Is silence really golden? How some noise may actually help productivity

RAI Coronavirus Special Report: investment & leasing transactions, capital flows, asset allocation & performance

‘Delays to the new German tax transfer regime’

San Francisco tops VC investment in 2019 with $27.8 billion

RAI Coronavirus Special Report: calls for insights and views on the macro context

‘Turning Brussels into a people-oriented city’

Call for guest Blog articles and volunteers for video conference discussions on your market insights and views

CBRE: US markets entered crisis with extremely strong fundamentals

Logistics provides opportunity for greener, cleaner energy

US commercial real estate moves into uncharted territory

Raft of UK property funds gated as valuers’ claim ‘material valuation uncertainty’

Welcome to the latest issue of Real Asset Insight – Taking you beyond the headlines

Coronavirus: future lessons from APAC investors’ perspective

Capital Economics: 45% fall in US investment activity is base case for 2020

Welcome to the latest issue of Real Asset Insight – Taking you beyond the headlines

French flexible workspace market grows by 20%

Small and medium businesses missing out on property finance

Welcome to the latest issue of Real Asset Insight – Taking you beyond the headlines

Netherlands buildings likely will be affected by rising sea levels in decades to come

Investment into Spain and Portugal’s student accommodation sector heats up

Welcome to the latest issue of Real Asset Insight – Taking you beyond the headlines

Nuveen: real estate strategy through coronavirus volatility

AEW: European investors not yet pricing in climate risks

‘Cities’ needs are in constant evolution’

Global UHNWI population to grow by 27% over the next five years according to Knight Frank

Top 20 UK towns and cities with strongest demand drivers for BTR and multifamily over next decade

‘Redevco embarks on ambitious growth strategy’

AEW: future returns across most asset classes will be lower for longer

The Big Apple replaces London as top city for ultra-high-net-worth investment

‘We are very positive on the Hungarian market’

AEW 2020 Global Perspective: how political uncertainty, climate change and global population growth impacts asset allocation

Four in five UHNWIs to alter 2020 investing strategies amid global economic slowdown and political upheaval

‘We need to prepare for sea levels rising’

AEW 2020 Global Perspective: five global asset allocation and investment style influences

Luxury worldwide residential price growth slowing

‘We speed up development and the leasing process’

Macro matters: coronavirus forcing central banks’ hand as domestic demand shock climbs

Wealthy investors rank property above bonds and equities

‘All the services and functionalities of an office building in one app’

Generation X need 10,000 more flexible UK offices by 2030 to absorb demand

UK real estate fund outflows slows further to £18m in January

‘We help our clients make the most of technology’

Coronavirus: brick-and-mortar retailers will be second-hardest real estate sector hit

Coronavirus: identifying real and perceived risks to global economy

‘Engaging people is more important than shopping’

Coronavirus: impact on the global economy deteriorating

Coronavirus: Asia markets to feel brunt of real estate pain, while US to suffer tourism pinch

‘Investor interest in the Logistics sector continues to increase’

Paris becomes the top European market for foreign investors

PIA: best practice ESG principles for UK real estate industry

‘It is not a retail apocalypse’

Knight Frank: prime central residential demand rising as supply shrinks

PIA launches best practice framework for a responsible real estate industry

‘The increase in building costs in Hungary is a real challenge’

ESG: one-third of global CO2 emissions is created by worldwide building stock

UK care home supply crisis to reach tipping point by 2029

‘There will be more activity in hotel transactions in CEE’

Coronavirus: the macro context of the escalating crisis

ULI: incentives for public sector land release needed

‘France is top of the list for international investors’

ULI: best practice guidelines to support supply of ‘intermediate housing’ at scale

Rotterdam tops index as Europe’s most attractive port for logistics investment

Launch of ‘The Senior Housing and Healthcare Association’

UK hotel investment defied Brexit uncertainty in 2019 with investment reaching £6 billion

Funds and REIT’s invest £10.5 billion in UK real estate in Q4

‘More global capital will target CEE real estate’

Record-breaking year for European hotel investment

Central London investment activity up 140% year on year as confidence rebounds

‘The balance between retail and logistics is changing’

CBRE: Middle Eastern investors flock to UK regions for yield pick-up

Coronavirus: the context for real estate markets

‘We are very positive on the Paris market’

UK capital values edge down in January but Q4 momentum soon to show uptick

Asian REITs and investors lead the way with AI adoption in real estate

‘Logistics in CEE will continue to grow’

Global commercial real estate investment volumes reached US$800 billion in 2019

Real estate executives increasingly acknowledge the need for data governance frameworks

‘Developments in technology are transforming buildings’

CRE firms’ data strategy is rising among corporate priorities

Structural demand drivers and technology reorder customer experience as top real estate priority

‘Paris is getting critical mass’

Six out of 10 global CRE executives now acknowledge PropTech’s disruptive impact

CBRE: Central London take-up in January slid 66% month-on-month

”The yield factor will attract investors to Warsaw and Budapest’

International investors spend €4.2 billion in Dutch residential market last year

Calastone: UK property fund redemptions slows to £78 million in 16th consecutive monthly outflows

‘Consolidation ahead for the sector’

35% of office deals in London involve operators of flexible workspace

Dutch housing shortage increases

‘Great prospects for Student Housing in 2020’

RCA: iconic Grand Paris infrastructure project propelled France to record €42 billion in 2019 real estate investment

CBRE: Continental investment volumes up 2% to €248 billion in 2019

‘Poland is the new Germany’

London landlords focus on evolving service expectations as occupiers’ transition to customers

RCA: German real estate investment transactions hits all-time peak at €76 billion in 2019

‘More overseas capital targeting CEE offices’

RCA: European investment activity finished 2019 strong to close €308 billion

Knight Frank: almost £50 billion of global capital to flock to London in 2018

‘Adapting quickly to changing market trends’

Nuveen Real Assets: challenging macro backdrop supports defensive sector focus in 2020

Los Angeles pips London as economically strongest city for fourth consecutive year

‘Foreign capital is looking at alternatives in CEE’

Strong fundamentals to drive logistics to another high watermark year in 2020

Almost 80% of global flexible offices are profitable, new research suggests

‘Domestic players are making a difference’

Spanish office market hit decade-high investment haul in 2019

Record growth in student housing last year, 2020 predicted to be even stronger

‘Lack of product becoming an issue in CEE’

Colliers: December 2019 was the third-best month ever for UK commercial property investment

Data centres: institutional capital chasing hypergrowth markets across the Continent

‘PRS will be the next big thing in Poland’

Brexit Begins: UK CRE investor sentiment buoyed by stable government and Brexit mispricing

Brexit Begins: UK’s symbolic exit from the EU sets stage for tough trade negotiations

‘Investors care about fundamentals, not politics’

Savills 2020: hunt for yield endures as alternatives break into mainstream

Data centres come of age after decade-long investment tops $100 billion globally

‘CEE real estate will stand out in a weakening world economy’

Real estate owners will look to technology to meet sustainability requirements

Savills 2020: less centralised business centres enter mainstream

‘An all-time record diverse investor base in CEE’

Sustainability best practices increasingly accepted as new norm among investors

Proptech acceleration in 2020 will hasten industry’s digital transformation

‘Massive change coming to real estate’

JLL: office supply squeezes will drive rental growth in London and the Big Six

Evercore: €63 billion in European loan portfolios sold in 2019

‘ESG and the UK the two themes of 2020’

Evercore: €26 billion of live European loan portfolios loan currently up for sale

Real estate owners will look to technology to meet sustainability requirements

‘Transformation is always positive’

UBS: WeWork fallout will unlikely impede office sector in 2020

JLL: UK investment returns will return to positive territory in 2020

‘Getting the right mix in mixed-use’

IPF: Two-thirds of UK institutional investors to increase residential exposure in the coming year

JLL: UK investment volumes to rally to £55 billion in 2020

‘A record year for France’

Investment Intentions 2020: €98 billion in fresh equity to be deployed in global real estate this year

UBS: liquidity to return to retail sector in 2020 but predominantly in higher quality segment

‘Flight to quality is the theme for 2020’

MSCI: all eyes on climate change, human capital and stakeholder capitalism

New high watermark for Swedish investment volumes as new entrants’ flock

‘Investors should take a look at Utrecht’

Cushman: cities with high growth in both labour force growth and GDP are predictors of strong real estate demand

MSCI: five global real estate trends to watch this decade

‘More rental growth in the Amsterdam office market’

Cushman: Demographic shifts will impact global workplace by 2030

CBRE 2020: Brexit and US elections twin political issues underpinning sentiment

‘The Dutch market punches above its weight in Europe’

CBRE 2020: mega trends are structural shifts influencing real estate trends

Contrarian view: opportunistic investors to bet heavy on UK retail in 2020

‘Alternatives are becoming mainstream’

CBRE 2020: offices, beds and sheds to outperform broader UK market

The contrarian view: uncertainty will underpin positive investment returns

‘Operational models will become prevalent’

Schroders: what to expect in European real estate and private debt in 2020

CBRE 2020: UK market will rebound when Brexit withdrawal agreement is achieved

‘More capital flows from East and West’

CBRE 2020: lower interest rates for longer while prime yields are nearing floors

German commercial investment volumes hit new €71 billion high watermark in 2019

‘Resi is the best opportunity in Italy’

Colliers: City of London sees rental growth of 5%

Savills: Investment into London hotels set for record 2020

‘How to address ESG issues and stay ahead of the game’

Low interest rates will endure in 2020 in the face of economic slowdown

South Korean investment into Europe up 120% higher in 2019

‘Clients need to be guided through the process’

Debt investment appetite to increase over the next two years

Savills: Nordics markets to continue to attract international capital over next two years

‘Proptech is now a must-have’

Ecommerce growth buoyant in Nordics market in 2019

Investment into Barcelona office markets to break records in 2019

‘Connectivity is key’

London investment volumes rises 15% in Q4 to almost £2.8 billion

Preliminary Nordics investment volumes suggest €42 billion for 2019

‘AI will transform real estate’

Germany’s ‘develop and hold’ resi development sector to reach €40 billion in coming years

Savills: limited prime stock, late-cycle sentiment and diversification drive will be 2020 investment themes

‘Everyone is doing something now’

How should property investors be positioned for an economic recession?

Savills: Space is adapting to technological change, dynamic business environments and economic uncertainty

‘Flexibility is here to stay’

Cushman on 2020: four key messages for the logistics sector

Savills: search for income-producing assets will be a key driver for 2020 investment activity

‘Last mile the most defensive strategy’

Nuveen identifies the risks and opportunities to a positive 2020 real estate outlook

Cushman on 2020: four key messages for the disrupted retail sector

‘In this scenario Real Estate wins’

Brexit: receded uncertainty makes UK property looks competitively priced

Brexit: Tory landslide to unlock pent-up demand for UK property

‘Hybrid models are the future’

London tops rankings for global fintech hubs

Cushman on 2020: climate change will affect valuation, leasing and investment markets

‘The only way for Berlin is up’

Non-listed real estate total expense ratios diverse across Europe and Asia

Cushman on 2020: real estate not keeping pace with changing European demographics

‘ESG has become a hot topic’

Cushman on 2020: liquidity in offices continues to shift out of town

Asian investors set their sights on German debt investment market

‘Germany can be a victim of its own success’

Dutch residential investment volumes to reach €9.3 billion in 2019

Cushman on 2020: private equity could be the leading source of capital for high yield assets next year

‘It’s the best time to be an office developer’

Outflows in UK real estate funds accelerates in November to rise to £2.5 billion in last two years

Cushman on 2020: economics and politics will become increasingly intertwined

‘Buying real estate remains the priority’

Dutch retail sector heads towards multichannel to combat e-commerce and population aging

AEW: European real estate outlook positive despite worsening global economic growth and sentiment forecasts

‘More growth to come in CEE office and logistics’

Demand drivers across Europe’s largest healthcare markets underpinned by diverging trends

WeWork rescue a wake-up call for industry on systemic risk in heavy coworking concentration

‘Poland has a lot to look forward to’

Why Berlin is the hottest office market in Europe

US real estate risk premium increases as uncertainty weighs on sentiment

‘Investors like the CEE story’

INREV: Diversification benefits of real estate top priority in all markets except Germany

UBS: Europe’s residential sector’s meteoric rise as investors’ second favourite asset class

‘Wroclaw chosen for the first foreign university in Poland’

INREV: investors across Europe are enlarging the boundaries of what constitutes ‘real estate’

UBS: European volumes declining at snail’s pace while yields remain at record lows

‘Poland could have a REIT regime soon’

UBS: eurozone occupier office and logistics demand remains robust amid broader depressed economic sentiment

INREV: survey finds sentiment remains positive as multi-sector investors increase weightings

South Korea ‘the biggest investor in CEE’

UBS: coworking sector needs a shakeout to leave a few thriving profitable operators

INREV: insurance companies dominate investor universe across seven major European markets

‘Wroclaw chosen for the first foreign university in Poland’

UBS: global yields are broadly flat, volumes down and returns start to converge

Foreign capital into Sweden logistics market propels record investment volumes in 2019

‘A changing but buoyant market’

Fitch: prime UK shopping centre rents will continue to weaken driven by CVA-led discounts

PropTech: technology application must be aligned to the balance of landlord, tenant and investor building requirements

‘Historic buildings become mixed-use projects in Poland’

PropTech-led innovations remain mismatched with adoption trends within real estate sector

Cushman: e-commerce supply chain can account for 50% or more of total supply chain spend

‘Retirement living is an untapped market’

Fitch: UK retailers’ use of CVAs is accelerating adjustment to sector stress

PropTech: technology, climate crisis and tenant demands are changing real estate sector business models

‘Co-living is the next co-working’

PropTech innovations to overhaul healthcare sector

PropTech: real estate sector is slow to embrace digitalisation but the benefits are substantial

‘Renting is here to stay’

Cushman: London’s New Bond Street is most expensive shopping street in Europe

UBS: elevated Italian bond rates for a prolonged period would deteriorate real estate investor confidence

‘In European cities renting is the preferred option’

Cushman: Hong Kong’s Causeway Bay retains crown as the world’s most expensive shopping street

UBS: Italian market is an outlier among European peers

‘High demand for resi in Portugal’

Savills: fall in bond yields continues to drive European investment

UBS analyses Italian government bond rates and real estate relationship

‘Great opportunities for resi investors in France’

M3 Consulting: anticipated UK development and investment activity by overseas slumps has fallen