Real Estate

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Fixed Income

20AUG 2019

What do low (and falling) US interest rates mean for real estate and securitized credit investors?

We expect lower interest rates to support commercial real estate and residential property values. How can investors take advantage?

2019

JUNE

13JUN 2019

Alternatives

The battle of the bays: China’s urban ascent

In the "battle of the bays" featuring locations such as Tokyo, New York and San Francisco, our money is on China's Greater Bay Area becoming the pre-eminent economic region in the world.

10JUN 2019

Alternatives

Checking out the value opportunity in owner-operated hotels

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.

10JUN 2019

Alternatives

What is the opportunity in UK retirement living?

We look at the investment case behind retirement living communities in the UK against a backdrop of low yields in global commercial real estate.

10JUN 2019

Alternatives

Why we see value in the UK social supported housing market

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.

MAY

08MAY 2019

Equities

London takes second place in Schroders Global Cities 30 index despite Brexit uncertainty

Since 2016, the UK’s capital city has risen from eighth to second in the rankings driven by positive employment conditions feeding income growth.

FEBRUARY

27FEB 2019

Fixed Income

This is why UK house prices might be sturdier than you think

Brexit uncertainty appears to have hit sentiment for UK property, but while certain sentiment indices have led to gloomy headlines, actual home price results have been much better.

21FEB 2019

Equities

Why the Fourth Industrial Revolution may create beach hotspots for investors

With data becoming increasingly critical to our digital economy, Global Cities' Ben Forster explains why beachfront real estate is now hot property.