Insights
Eastern European Equities: Close to a Re-Risking Catalyst
Other Insights
Single-Family Housing is Leaving its Sandbox
If I had to draw a line separating a ‘before’ and ‘after’ of UK real estate, it would be early in the 2010s. That feels recent for what is often described as the world’s oldest asset class, but back then the investable universe available to institutions was a slither by both scale and sophistication, to what it has now become.
Growing Homes: Creating Additionality through Single-Family Housing
Institutional capital’s drive to diversify away from traditional investment classes in favour of alternatives has set off a sprint in the living sectors, where domestic and international investors are competing for scale.
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Seizing 2025: LGPS Opportunities in European Real Estate Debt
This article discusses the outlook for the European real estate debt market for 2025 and the consequent opportunities for institutional investors.
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Eastern European Equities: Close to a Re-Risking Catalyst
The onset of the conflict in Ukraine in March 2022 heightened uncertainties about the economic and financial prospects of Eastern Europe.
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Real Estate Debt Roundtable with CAMRADATA
David Renshaw, Managing Director and Co-Head of European Debt Strategies recently took part in CAMRADATA’s Real Estate Debt Roundtable. David discussed the longstanding dilemma of where real estate debt sits within asset owners’ strategic asset allocation. He also highlighted how falling values and rising base rates in 2023 are prompting investors to turn their attention to real estate debt.