Data driven investments
INREV has recently published a paper introducing data-driven investment, the first of three that will be written on the topic. But, what does data-driven investment mean in practice? Read more
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Does Eurpean property offer inflation protection?
The war in Ukraine and the resulting energy crisis has brought a higher interest rate and inflation environment back to Europe. With high inflation seemingly a historical phenomenon, many of the younger market participants are experiencing and learning how to adjust their decisions in a high inflationary environment for the very first time. Read more
Storm clouds gathering? Inflation and high-interest rates
Paul Kennedy, Managing Director, Portfolio Manager, Global Alternatives, J.P. Morgan Asset management discussed the outlook for inflation, interest rates and what does it mean for main asset classes at the INREV Autumn conference in Marseille. Read more
Sentiment towards German real estate turns negative
The latest June edition of the INREV’s Market Insights publication confirms the turnaround in investment sentiment that started to come through in March this year, and Germany’s position stands out more negatively than most other geographies. Read more
All aboard for the ESG data challenge
With ESG centre stage at this year’s Annual Conference, the Research and Performance Measurement Open House Breakout session zeroed in on INREV’s exciting new pilot project aimed at solving the ESG data challenge. IQ was in the room. Delegates listened with rapt attention to Iryna Pylypchuk and Connor van Leeuwen explain how INREV’s Asset Level sustainability KPI data collection project was progressing. Read more
Country specialist funds outperform
Economics says that specialisation leads to greater efficiency and effectiveness for a firm or enterprise. For real estate funds in particular, those that specialise in single markets should have a better chance of picking bargains when buying assets, and their specialist knowledge should also give them operational advantages, including a better understanding of tenant requirements, as well as management efficiencies and reduced costs. Read more
European Real Estate Debt Markets Set To Move Up A Gear
Over the past decade, the INREV, ANREV, PREA Investment Intentions Survey has shown consistent and growing appetite for exposure to real estate debt strategies from investors. This has led to a wave of activity and investment from non-traditional lenders including insurance and pension companies, and debt funds. Read more
Dispersion in performance
With more than 20 years of European non-listed real estate data, the INREV Quarterly Fund Index offers a depth of insights for the curious mind. Read more
Measuring Liquidity in Direct Real Estate Markets
At times of dislocation, whether that is the recent pandemic, the UK’s vote to leave the European Union or going back to the Global Financial Crisis (GFC), property market liquidity is of great concern to investors and managers. The direct real estate market is inherently illiquid when compared to equities or bonds; however, within that context of illiquidity, some property markets are undoubtedly more liquid than others. Read more
What can non-listed real estate do for you?
This important new INREV research paper compares the performance characteristics of non-listed real estate in a mixed-asset portfolio as well as other real estate investment routes, in particular listed real estate and direct property, asking how they contribute to an investor’s overall strategy. The in-depth analysis marries academic rigour with practical insights for investors and investment managers. Read more