Nicol Dynes, Judi Seebus, Dan Innes & Richard Betts
Welcome to the latest edition of RealCast as Nicol Dynes, Judi Seebus and Dan Innes join Richard Betts in our regular analysis of key news items and themes for the week in real assets. This week the RealCast team analyse the headlines including the financial results of Unibail Rodamco Westfield as well as the recent transactions in the French market, the potential for a Tesla ‘gigafactory’ in the UK, the challenges faced by landlords, such as VIA Outlets, as they reopen across Europe in terms of social distancing, the cancellation of both MAPIC Italy and The Happetite by Reed Midem, the positive news from Munich over EXPO Real followed by the pull out of the major brokers.
We also look at the launch of REALX.Global as a new virtual trade fair, as well as the Senior Housing and Healthcare Association – a new pane-European initiative from leading operators, investors and developers in the sector. New research from INREV highlights the Top 100 non-listed investment managers with seven US companies in the top 10 but Blackstone in the lead by a considerable margin with 250 billion USD, followed by Brookfield Asset Management, PGIM, Nuveen, Hines, Prologis, AXA IM, CBRE Global Investors, Swiss Life Managers and UBS.
Picking up on the events this week, Nicol Dynes highlights both the Senior Housing and Healthcare sector and logistics, both seen as resilient to the current crisis.
This edition of RealCast was broadcast on the 8th June 2020 You can download RealCast as both an audio and video and see previous editions at www.realassetinsight.com