Insights
We see investment management through the eyes of investors, users and occupiers. Combining this unique perspective with extensive data helps to identify actionable insights and solutions for your portfolios.
- Market Research
Macro Outlook 2024
Resilient growth and falling rates make for an encouraging Macro Outlook in 2024
- Enhanced Return Real Estate Strategies
Unlocking Potential Value Through Enhanced Return Real Estate
February 6, 2024
Enhanced return real estate strategies include value-add and opportunistic investments, that help develop, grow and transition properties to generate strong cas...
Investment Perspectives
-
Investment Perspectives
Infra-AI: The Quiet Boom in Listed Infrastructure for Artificial Intelligence
March 6, 2024
The surge in investor focus on Generative AI (Gen AI) overlooks listed infrastructure, where companies enable growth in data consumption, data centers and the clean power that is already supporting the technology.
-
Enhanced Return Opportunities | Investment Perspectives
Unlocking Potential Value Through Enhanced Return Real Estate
February 6, 2024
Enhanced return real estate strategies include value-add and opportunistic investments, that help develop, grow and transition properties to generate strong cash flow.
-
Investment Perspectives
Labor Proximity is a Major Driver of Logistics Occupiers’ Location Strategy
January 23, 2024
Logistics occupiers have a growing number of considerations to weigh-up when assessing the optimal location for new assets.
Market Research
-
Market Research
Optimizing U.K. Housing Strategies to Balance Impact, Risk and Return
February 26, 2024
Balancing impact, risk and return across the U.K. housing market.
-
Market Research
An International Investor's Guide to the Swedish Residential Market
November 13, 2023
With home ownership increasingly challenging, Sweden’s for-rent residential market is an attractive investment opportunity—but its highly regulated nature presents complexities for international investors.
-
Market Research
Assessing Environmental Obsolescence Risk and Retrofit Opportunity in London Office Markets
September 4, 2023
One of the most significant climate-change regulations that directly impacts real estate is the Minimum Energy Efficiency Standard.
Insights in Your Inbox
Sign up to access our latest real assets intelligence, from investment views to expert insights and reports.
Sign up to access our latest real assets intelligence, from investment views to expert insights and reports.
Sabina Reeves Chief Economist & Head of Insights & Intelligence
We make the real assets universe smaller by searching the full landscape then guiding our portfolio managers to the markets we believe offer the best relative value for our clients.
Meet Sabina Reeves
Experience, Scale and Reach
Our Team
30+
Dedicated fundamental and quantitative researchers
We apply data science in portfolio construction, risk management and trend analysis using proprietary models to inform our top-down insights that drive forecast and conviction calls.
Our Team
20+
Dedicated analytics and risk measurement specialists
We extract and analyze operational data from our assets and occupiers and use this bottom-up intelligence to identify short- and long-term real assets trends.
Our Reach
300+
Market-sector combinations analyzed
RARE is one of our proprietary top-down analysis tools that guides tactical market and sector selection as part of our risk-return framework.
Learn MoreInsights & Intelligence Team
Regional Thought Leadership
Our Information Advantage
Insights in Your Inbox
Sign up to access our latest real assets intelligence, from investment views to expert insights and reports.