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INREV Due Diligence Questionnaires (DDQ)  

Published on 21 Jul 2020

The INREV Due Diligence Questionnaire (DDQ) assists investors and consultants in the due diligence process to understand a fund manager’s structure, strategy and non-listed real estate business. It also gives insight in a specific vehicle’s strategy, risk processes, management, terms and projected performance. With it, investors can determine, in principle, whether a proposal fits their investment objectives.

DDQ was updated in July 2018. New version reflects the feedback received from INREV members during a two-month consultation period.

Climate risk assessment in global real estate investing  

Published on 20 Jul 2020

Climate change is affecting the mindset of investors globally in a multitude of ways. A term originally defined for companies in the coal and oil industry ‘stranded asset risk’, is increasingly part of the broader investment vocabulary and linked to climate change. As a result of increasing awareness but also the Paris Climate Agreement, more and more real estate investors are taking climate-related financial risks into account. From a real estate perspective, properties are unlikely to become truly stranded as could happen with an oil well, but they do run the risk of becoming obsolete if they are no longer capable of generating rental income. In our view climate change related factors could cause property obsolescence through two partially related channels. The first is due to a lack of adherence to local regulation which forbids landlords to lease space and as such generate income.

Prepared by PGGM

How to guide: Navigating the INREV Fund Index  

Published on 15 Jul 2020

How to guide: Introduction to Market Information Indices Series  

Published on 15 Jul 2020

Rent Collection Disclosure  

Published on 14 Jul 2020

This disclosure example was developed to provide consistency of content and approach when investment managers report to investors on the impact of COVID-19 on rental collection.

Innovation in Investment and Underwriting - Toward a new paradigm?  

Published on 14 Jul 2020

This paper addresses how technology can improve underwriting and investment decisions throughout the full cycle of a real estate investment.  It’s the second in a series of papers from the Technology Committee that aim to help INREV members understand how technology can be leveraged to address recurrent challenges in the real estate industry.

 

Funds of Funds Study 2020  

Published on 14 Jul 2020

The Funds of Funds Study 2020 provides an overview of the fund of funds industry globally, including insights by target region, by style and structure and other associated characteristics, as well as detailed analysis of the performance of funds of funds. The study is international in scope, and is conducted in conjunction with ANREV in Asia Pacific.

Market Insights 2020  

Published on 07 Jul 2020

During the first two quarters of 2020, INREV canvassed views from the membership to assess the dynamics and business-oriented implications for the industry. A questionnaire on the impact of COVID-19 on valuations was issued in Q1 followed by a sentiment survey issued in May 2020. Results of the questionnaire and the sentiment survey have been used to create a snapshot for members.