Not All Lower-for-Longer Created Equal

• What are the three key climate risk drivers affecting European real estate markets?
• How much will increasing climate change risks impact on real estate returns?
• Where exactly in Europe do we project the biggest impact from climate change?

Perspectives Semi-Annuelles 2021: Les Adaptations à La COVID-19

Join AEW's European Research & Strategy team for their 2021 mid-year outlook, exploring the real estate industry post Covid-19.

AEW - Perspectives Annuelles 2021 : Après la tempête

In our 2021 Outlook, the AEW European Research & Strategy team will address the following questions:

- What will be the impact of the Covid-related economic crisis on demand and supply in the occupier markets?

- How do lower for longer bond yields or extended lockdowns affect risk-adjusted returns across Europe’s investment markets?

- When and where can investors find the most attractive investment opportunities?

As investors are increasingly looking at the residential sector, AEW’s European Research & Strategy team is happy to present a comprehensive pan-European analysis of this defensive sector:
•What are the key differences between the residential markets across Europe?
•How robust are the sector’s fundamentals?
•Are residential returns attractive on a risk-adjusted basis?

Alors que les investisseurs cherchent à accroître leur allocation au secteur résidentiel, l’équipe Recherche & Stratégie européenne d’AEW est heureuse de vous présenter une analyse détaillée du marché résidentiel en Europe.
•Quelles sont les principales différences entres marchés résidentiels en Europe ?
•Les fondamentaux du secteur sont-ils robustes ?
•Les rendements ajustés du risque attendus sont-ils attractifs ?

Presentation of the results of an AEW & BCI sponsored study on the supply chain implications of China’s New Silk Rail Routes

•The increasing role of rail connections in the China-Europe trade
•How do we expect Covid-19 to impact on China-Europe rail connections?
•User perspective -- Expectation from leading manufacturers, shippers and logistics services providers

Dans le contexte du Covid-19, les investisseurs et les prêteurs appréhendent les possibilités de baisses de valeurs vénales et de durcissement des conditions de refinancement. L’équipe Recherche et Stratégie Europe d’AEW s’est attachée à mesurer ce déficit de financement

As investors and lenders look at the COVID-19 potential capital value declines and tighter LTV terms for re-financing, AEW’s European Research & Strategy team looks at quantifying this issue.

•How big the debt funding gap and how it can be bridged?
•How does the UK compare to Germany?
•What sectors are most resilient?

AEW Research & Strategy

AEW Research & Strategy

Une immunité différente selon le marché et le secteur

AEW Rsearch & Strategy - 5th update on Covid-19

Quatrième étude sur le Covid-19

4th update on Covid-19

Covid-19 Update

Covid-19 update

Coronavirus Special Update