Realcast: London rebounds, Europe raises ESG bar in US, logistics surprises in store

In the spotlight this week:

Initial market reactions to Ukraine invasion; London rebounds sharply following pandemic; London’s Scalpel sold to Singaporean company.

Also, ESG is a strengthening theme and European investors have raised the bar in the US. It’s not just regulations that are the focus, but court cases are being watched closely too. And it’s not enough to create a green building, it also has to be occupied ‘well’.

Among the points raised at the RAM Investment Briefing on logistics, yield compression is masking problems which could come to light soon.

While interest in the sector is still strong and Palmira is teeing up a logistics impact fund, data centres also continue to attract investor attention and a new fund will focus on these assets. And, in the hospitality sector, a new think tank has been established to look at the cross over between hospitality and the serviced office sector.

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