Real Assets

Investment perspectives from our private market experts, including insights on real estate debt and equity globally.

Real Assets

Investment perspectives from our private market experts, including insights on real estate debt and equity globally.
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Featured

Enduring Yield: European Commercial Real-Estate Debt

Real Assets read 11 min
September 2020

Enduring Yield: European Commercial Real-Estate Debt

Why do we believe European commercial real-estate loans represent an appealing asset class? Three reasons: the yield premium relative to corporate bonds, the potential downside-risk mitigation and the discipline of the market post GFC.

UK Community Housing: Market Update

Real Assets watch 27 min
July 2020

UK Community Housing: Market Update

Shamez Alibhai talks about the impact of COVID-19 on the UK housing market, the anticipated longer-term effects on demand and current market opportunities.

Archive

Back to Basics: Investing When Everything Looks Expensive

Real Assets read 7 min
August 2017

Back to Basics: Investing When Everything Looks Expensive

At this point in the cycle, we believe that the most successful investors may be those who go ‘back to basics’.

Dreams of White Picket Fences

Real Assets read 5 min
May 2017

Dreams of White Picket Fences

The investment potential of US single-family real estate.

Defensive Senior Debt Strategies in a Zero Yield Environment

Real Assets read 3 min
February 2017

Defensive Senior Debt Strategies in a Zero Yield Environment

In the low yield environment investors currently face, real estate debt can provide the income that has been lost from other asset classes.