Insights
11 Oct 23
Asset class allocations and returns of large European institutional investors
The main drivers of institutional investor portfolio returns are three-fold. Allocations - where are investors putting their money. Returns - what do investors get for the allocation decisions they make. Costs - how much does it cost to implement ...
29 Sep 23
European Debt markets reveal renewed trust on listed property companies
Heading towards the end of September, at the door of the last quarter of the year, the debt markets seem to have renovated their trust on many listed landlords, showing interesting signals of how investors, rating agencies and some other market players are ...
20 Jul 23
Senior housing and Healthcare Real Estate: From alternative to mainstream property sector
During the last week of June 2023, the Senior Housing and Healthcare Association (SHHA) hosted in Brussels its first Senior Housing and Healthcare Summit to celebrate its third anniversary after its establishment in 2020. Economic and demographic...
01 Mar 23
Listed Real Estate as an Inflation Hedge across Regimes
Due to the high levels of money supply increases by central banks in response to the COVID-19 pandemic, the high levels of debt, and military confrontations, we are experiencing large price swings in energy and commodity markets and a global economic slack.
31 Oct 22
Historical bearish periods and recoveries in European Listed Real Estate
After years of low inflation and low interest rates, stable economic growth and positive financial returns, the European economy is now facing a new paradigm, where the monetary policy is turning contractive.
30 Sep 22
European IPO Outlook over the past decade
In this blog post, the EPRA Index and Research team takes a peak at the dynamics of the IPO activity in Europe during a 10 year period between 1 January 2013 and 31 August 2022.
19 Aug 22
Listed Real Estate in context: A sector comparison
Global financial markets have faced a very challenging environment this year. High inflation, raising interest rates, slow economic growth and political uncertainty erased the post-pandemic recovery.
12 Jul 22
Interest Rates and inflation: Challenges for Listed Real Estate?
Economic growth, inflation and nominal interest rates remained relatively low and stable across Europe in the past 15 years, but the global pandemic and the war in Ukraine have changed this picture, representing a challenge for listed real estate, but the industry ...
12 May 22
European real estate developers: Benchmark evolution
In the latest blog post, our Indexes & Research team looks at the first semi-annual review of the recently launched EPRA Developers Research Benchmark and assess its evolution and performance so far.
21 Apr 22
Green goals shaking debt markets
The bond issuance by listed real estate players has experienced a strong growth across Europe in recent years, and we could even say that green bonds are on track of becoming a new financing standard for many players in the market.
15 Mar 22
Most of European LRE markets return to pre-Covid19 levels, with Belgium, Germany and Nordics leading the way
European listed real estate markets continued to recover. The market size has grown in almost all European markets, with Sweden, the UK, Belgium and Norway seeing the highest quarterly growth.
14 Feb 22
Listed real estate and short-term inflation: The European experience
Inflation is in the eye of the storm for the majority of analysts and investors analysing expected returns and strategic asset allocations for 2022. We believe we are likely to see a moderate inflation cycle in Europe in 2022 and 2023 that should represent ...