Real estate – understanding the new normal

Cityscape from below

Where next for real estate? With sections on the UK, Continental European and US real estate our team take a closer look at the economic backdrop, activity in 2022, the outlook for 2023 plus strategy calls across various sub-sectors.

Real Estate: Preserving Value

Block of flats in the evening

There was a definite air of positivity in European real estate markets in January and February 2022.

Solutions Enhanced: Capital Market Assumptions 2022 Making a transition

A stack of coins against a background of charts and figures

The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.

CT Real Estate Partners – Applying ESG in Residential Strategies

A housing estate of identical beige houses with solar panels on the roofs

Please read our most recent White Paper, written by our specialists

UK Real Estate: how to follow a record 2021?

Buildings

James Coke looks at how the UK market might follow a record 2021, and while we don’t expect next year to deliver comparable capital value growth, it is likely to witness similar positive supply and demand dynamics which should maintain market momentum

Committing to zero carbon real estate

Our UK Real Estate strategy to reach net zero by 2050 addresses a major source of risk for commercial property investors and aims to deliver better outcomes for all stakeholders

Is the bond broken?

An allocation to government bonds within a multi-asset portfolio has traditionally played a vital role in terms of risk management and diversification. But with a decade-long bull era in both government bonds and equities, is this assumption still valid?

Asset allocation update: standing pat

Globe

Maya Bhandari looks at how the team has managed its asset allocations over the past couple of months and where they believe the best risk-adjusted returns will come from.

Office-working: long-term symptoms or full recovery?

With the advent of the Covid-19 pandemic, millions of office workers worldwide were forced to work from home (WFH) for the majority of 2020.

Riding Europe’s building renovation wave

The EU’s decision to put building modernisation at the heart of its drive to reduce CO2 emissions heralds a major spending programme to transform energy efficiency. It also represents a wider drive across the continent in which Columbia Threadneedle is keen to be involved