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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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 read & 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

The Role of Real Estate in Institutional Portfolios

Real Assets read 6 min
February 2017

The Role of Real Estate in Institutional Portfolios

Why institutional investors should give greater consideration to real estate allocations in their portfolios.

Market background and outlook for 2017

Real Assets read 4 min
January 2017

Market background and outlook for 2017

Between July 2006 and mid-2012, US residential real estate experienced its deepest nationwide crisis on record. Although it has since recovered, the fallout from the crisis is still throwing up opportunities for disciplined investors with the processes.