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AEW’s Peripheral Property Perspective

Helping multi-asset investors place real estate private equity and debt in with their public market allocations to bonds and stocks.
Recorded Mar 28 2019 30 mins
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Presented by
Hans Vrensen
Presentation preview: AEW’s Peripheral Property Perspective
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  • Channel profile
  • 2020 European Real Estate Outlook Recorded: Nov 28 2019 48 mins
    Hans Vrensen
    AEW's European Research and will answer the following questions and more in the context of our annual outlook:

    - How do lower-for-longer bond yields impact on the European property market cycle?
    - What do risk-adjusted returns look like across our 100 covered markets?
    - Where should investors focus on in the next five years across the risk spectrum?
  • 2020 European Real Estate Outlook Recorded: Nov 28 2019 43 mins
    Irene Fosse
    AEW vous invite à participer à notre prochaine webcast Recherche & Stratégie « Perspectives immobilières en Europe 2020 » qui se tiendra le jeudi 28 novembre 2019 à 10h00. Ken Baccam et Irène Fossé s’efforceront de répondre aux questions suivantes, ainsi qu’à celles que vous pourrez poser au cours de la présentation:

    - Quelles sont les implications d’un scénario de taux d’intérêt plus bas pour plus longtemps sur les cycles immobiliers européens ?

    - A quoi ressemblent les rendements ajustés du risque attendus pour les 100 marchés immobiliers que nous couvrons ?

    - Quelles stratégies les investisseurs doivent-ils privilégier au cours des cinq prochaines années, en fonction du couple rendement/risque recherché ?
  • European Real Estate Debt Recorded: Sep 24 2019 37 mins
    Hans Vrensen
    All-in rates at historical low, despite elevated margins
  • FACTOR INVESTING IN EUROPEAN OFFICES Recorded: Jun 27 2019 29 mins
    Hans Vrensen; Dennis Schoenmaker
    This is our initial application of the Factor Investing approach for nearly 40 European office markets

    Factor investing identifies multiple factors that drive excess returns compared to any market portfolio

    This so-called smart beta strategy uses factors such as volatility, liquidity, quality, value, yield and growth

    Finally, we compare factor investing to the traditional core and value add investment styles
  • AEW’s Peripheral Property Perspective Recorded: Mar 28 2019 30 mins
    Hans Vrensen
    Helping multi-asset investors place real estate private equity and debt in with their public market allocations to bonds and stocks.
  • AEW Research Webcast - 2019 Market Outlook Recorded: Nov 20 2018 42 mins
    Hans Vrensen & Dennis Schoenmaker
    You are invited to AEW’s upcoming webcast ‘2019 Market Outlook’, taking place on Tuesday 20th November at 2pm GMT/3pm CET. The European Research & Strategy team will be discussing the outlook for the European commercial real estate market for 2019 and beyond and discussing the launch of our new risk-adjusted return approach to meet the increasing challenges in a late market cycle.
  • New development activity in European offices Recorded: Sep 20 2018 31 mins
    Hans Vrensen
    •What are the chances of excess new supply of office space in the short term?
    •Can we tell anything based on granular investment data?
    •What is the outlook for vacancy rates and prime office rental growth?
  • Using innovation to future proof retail investment strategies Recorded: Jun 27 2018 34 mins
    Hans Vrensen and Dennis Schoenmaker
    1. Occupier market update and introduction on footfall statistics
    2. Cluster analysis as a new perspective for investors
    3. Latest forecasts for returns in high street retail and shopping centres
  • AEW's European Relative Value Index Recorded: Mar 20 2018 29 mins
    Hans Vrensen and Dennis Schoenmaker
    - With yields at historical lows, is there still value in European property?
    - How should long term multi-assets investors view relative value in the current environment?
    - How do the core European countries rank in respect to relative value?
  • 2018 market outlook Recorded: Dec 14 2017 43 mins
    Hans Vrensen and Ken Baccam
    Please join our webcast as our research team discuss the outlook for the European commercial real estate market for 2018.

    They will be providing an outlook across the main European markets, reviewing fundamental occupier trends and providing perspectives on pricing and leverage.
  • Logistics: the logical next step Recorded: Sep 28 2017 35 mins
    Hans Vrensen and Ken Baccam
    - The emergence of logistics across Europe
    - Big data application in market analysis
    - UK logistics in a post-Brexit world
  • Broadening investors' horizons Recorded: Jun 29 2017 32 mins
    Hans Vrensen and Shan Shan Qi
    Hans Vrensen and Shan Shan Qi from AEW's research team will be discussing the outlook for the European real estate market and building on the optimal portfolio methodology introduced in the previous webcast.

    •As political uncertainty fades and the economic recovery continues, investors can meet an increasingly challenging investment market by considering a broader range of markets
    •Despite a potential for interest rate increases down the line, relative value remains strong in many non-gateway markets with better than expected liquidity and risk-return profiles
    •Most attractive markets are highlighted by applying our optimal portfolio and four criteria scoring approach now to 100 markets segments – a doubling of our universe
  • Value beyond the Gateway Markets Recorded: Mar 30 2017 34 mins
    Hans Vrensen & Ken Baccam
    Webcast discusses the latest AEW research showing that commercial real estate investors should look beyond the traditional gateway markets of London, Paris and Berlin to achieve the best optimal portfolios
Quarterly research webcasts
AEW Europe

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  • Title: AEW’s Peripheral Property Perspective
  • Live at: Mar 28 2019 2:00 pm
  • Presented by: Hans Vrensen
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