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This short paper provides a summary of considerations, relevant INREV Guidelines and additional best practice around open end vehicle liquidity.

INREV AREF paper shares insights on how to deal with pricing and governance in exceptional market circumstances.

Louisa Cobbe, Matt Baker and Sarah Ward from Bryan Cave Leighton Paisner (BCLP) in London present on key operational, legal, regulatory and competition issues around structuring and running real estate joint ventures/clubs. 

The global spread of COVID-19 and the impact on the global societies is creating major operational and reporting challenges for investment managers. To help the industry navigate in these uncertain times, we summarised below a set of existing INREV Guidelines and considerations for investment managers when reporting to investors on any significant changes that have or could have a material impact on the vehicle’s operations and performance.

The Spectrum for Impact Investment is the framework prepared by INREV to map out different investment approaches for real estate, depending on investors’ ambition for environmental and social impact. 

The INREV Standard Data Delivery Sheet aims to standardise the information exchanged between a fund manager and an investor. Based on a principle similar to the Due Diligence Questionnaire, fund managers are able to enter their fund details in the standardised template which can be downloaded below and sent to investors upon completion. 

An updated SDDS is currently open for member consultation. The SDDS 3.1 version released in January 2017 is still available for download below together with a full implementation kit. An unprotected version is available upon request, please contact professional.standards@inrev.org.

View the video below to hear how CBRE Investment Management use the INREV SDDS and how this has streamlined their reporting process. 

Oscar Fusco, Research and Analytics Analyst at INREV joined by Kim Politzer, Director of Research, European Real Estate at Fidelity International, and Robert Wagenaar, Manager International Finance at Bouwinvest, discuss the recent performance and trends of the INREV Fund index, INREV ODCE Index and INREV Asset Level Index. 

The Global Risks Report 2024 presents the findings of the Global Risks Perception Survey (GRPS), which captures insights from nearly 1,500 global experts. The report analyses global risks through three time frames to support decision-makers in balancing current crises and longer-term priorities.

Prepared by the World Economic Forum