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Strategies
As investor appetite surges, we look at the fundamental trends that both managers and investors need to know to be part of the real assets revolution.
Real estate debt is playing an increasingly important role in real assets portfolios, say CBRE Investment Management’s Isabelle Brennan, Todd Sammann, Emma Huepfl and Dominic Smith
The novelty of rising interest rates, the prospect of proliferating macro shocks and a profound demographic shift all have serious consequences for real assets, says CBRE IM’s chief economist and head of insights & intelligence Sabina Reeves
The head of the Paris-headquartered private equity firm’s new property lending business says there is a clear need across Europe for such debt providers.
The real estate investment management arm of US insurer Prudential aims to double its AUM in the region in five years, with strategies including growing its debt platform.
Emma Huepfl, managing director, EMEA Credit Strategies, and Chris McMain, head of origination of CBRE Investment Management’s debt business in Europe, discuss how the firm is tailoring offerings to obtain the best mid-market opportunities.
An increase in exit cap rates and cost of debt – as well as operating costs rising faster than rental rates – were among potential inflation-driven challenges cited by managers.
Real time analysis coming into its own, rising liquidity premiums for niche sectors and Fed rate hikes are expected to drive US commercial real estate debt markets this year.
The Los Angeles-based manager is angling itself for another round of volatility, says Justin Guichard, co-portfolio manager of the platform.
The Los Angeles-based manager has made hires from Carlyle, Goldman Sachs and Clifford Chance as it expands into Europe’s property lending market.