We look at the investment case behind retirement living communities in the UK against a backdrop of low yields in global commercial real estate.
While yields have compressed in the wider hotel market, the European owner-operator segment still offers considerable value, not least because of this area’s attractive yield premium.
With yields in global commercial real estate at all time lows, investors are looking for areas that still offer value. We discuss the compelling opportunities in UK social supported housing.
An introduction to securitisation: a diverse opportunity set offering attractive excess return potential
Securitisation can be seen as highly technical, niche and (post-2008) perceived as risky, but its highly diverse range of opportunities can bring significant benefits to a portfolio.
With public equity markets trading close to all-time highs and low yields available from bonds, interest in private assets like infrastructure and private equity has risen.
Since 2016, the UK’s capital city has risen from eighth to second in the rankings driven by positive employment conditions feeding income growth.
Nowhere else can match Asia's combination of scale and growth in the 21st century. Private equity has the keys to unlock this opportunity.