Realcast: Investors begin to wait and see, ‘living’ resilient, capital ready for the right deals

In the spotlight this week:

A Real Asset Media investment briefing held in London in the past week which looked at prospects for the second half of 2022, heard that after the post-pandemic rush of optimism the market changed more in the last six months than in the last six years.

Investors are beginning to sit on the sidelines waiting to see what happens, particularly as they expect prices to fall soon.

One conclusion is that now is a good time to strengthen business relationships ready for when the market recommences. Logistics and residential are expected to be recession-proof, particularly “living” assets given the depth of this sector. But ESG is also expected to be resilient and unlikely to be derailed by political and economic crises.

There is still capital available as Hong Kong firm Guangzhou RF’s UK arm demonstrated when it tied up a £770 million finance package for a project at London’s Nine Elms, where work will recommences with a new completion date.

Similarly, Singapore’s GIC and Dutch pension fund APG have bought a major stake in Amsterdam-headquartered company The Student Hotel , allowing it to expand internationally.

And, Kingstone Real Estate’s healthcare arm has seeded its new €400 million healthcare fund with the acquisition of a 70-bed nursing home in Germany providing another example of the resilience of the “living” sector.

Click on the video to see the full discussion or listen to the podcast below.