Name: Des taux plus bas pour plus longtemps mais pas sans divergence
Start: 2020-05-07T08:00:00Z
End: 2020-05-07T08:00:29.000Z
Location: BrightTALK
Rating: 5

• When will we reach the bottom of capital value declines given what interest rates might do?
• Where do we see the biggest challenges with upcoming refinancings? 
• What markets and sectors show best relative value as the cycle turns?

Repricing triggers Revival

• Where have swap rates, margins and all-in interest rates moved to?
• What will be happening to LTVs and other CRE loan terms?
• When do we expect the upcoming refinancing problems to create opportunities?

Update On The European Real Estate Debt Market

- Comment les loyers vont-ils évoluer dans le contexte économique actuel ?
- Comment évolue notre estimation du déficit de financement, à mesure que l'inflation et les rendements obligataires se normalisent ? 
- Quand prévoyons-nous les points d'inflexion dans les cycles des différents marchés ?

Perspectives européennes 2023 à mi-année: La lumière au bout du tunnel

'Light at the end of the tunnel '

• How do rents move if the expected recession can be avoided?
• Where is our debt funding gap going, as inflation and bond yields normalise? 
• When are we expecting the turning points in local market cycles?

2023 mid-year European market outlook - English

- Quand les bouleversements politiques et économiques actuels vont-ils se calmer ?
- Dans quelle mesure le marché utilisateurs sera-t-il touché par ces changements ?
- Que peuvent faire les investisseurs pour se positionner au mieux ?

Perspectives Annuelles 2023 : Se positionner pour faire face aux perturbations

• When will the current political and economic disruptions settle down?
• How much will occupiers be impacted by all of these changes?
• What can investors do to best position themselves?

2023 European Outlook Webcast: Positioning for Disruption

• How have record high inflation and central bank rate hikes impacted European real estate lending?
• What changes in loan spreads and all-in interest rates have we seen for key markets?
• Where have lenders’ refinancing and risk appetites changed most?

EUROPEAN REAL ESTATE LENDING MARKETS RE-ALIGN

What are the climate-related hazards that can be quantified best?
Where are the markets most resilient to these climate-related hazards?
How will these physical climate risks impact on European real estate returns?

The Next Wave for Physical Climate Risk Impact- ENG

AEW Perspectives semi-annuelles 2022 : RELEVER UN DOUBLE DÉFI

AEW Mid-Year European Outlook: Double Trouble

AEW Mid-Year European Outlook: Dealing with Double Trouble

AEW has hosted 8 data labs around Europe in the past 4 years where industry experts have shared ideas on innovative data sources, methodologies and systems in commercial real estate. 

The sessions were attended by investors, academics, leading brokers, data service starts-ups and consultants. 

The session runs as an interactive forum and Q&A after each session will allow the presenters to answer your questions. 

This is the fourth to be held virtually due to the ongoing COVID-19 pandemic

AEW 9th NEW DATA IN REAL ESTATE LAB

Perspectives annuelles européennes pour 2022

2022 European Outlook

No place like home: Le résidentiel et ses rendements défensifs attire les investisseurs
 
• Quels sont les équilibres entre l’offre et la demande dans les différents marchés résidentiels européens ? 
•	Comment les règlementations sur l’encadrement des loyers et sur l’efficacité énergétique affectent les loyers de marché ?
•	Quels sont les marchés les plus attractifs pour les investisseurs en résidentiel ?

Le résidentiel et ses rendements défensifs attire les investisseurs

• Where do demand and supply balance out across European residential markets ?
•	How do rent control and energy efficiency regulations drive impact on market rents?
•	What markets are most attractive for residential investors?

NO PLACE LIKE HOME: DEFENSIVE RESIDENTIAL RETURNS ATTRACT INVESTORS

Conjoncture du marché de la dette immobilière en Europe

Update on the European Real Estate Lending Market

La prise en compte du changement climatique dans les performances immobilières en Europe
•	Quels sont les 3 indicateurs clés du changement climatique impactant les marchés immobilier en Europe ?
•	Dans quelle mesure l’accélération du changement climatique affecte-t-elle les rendements immobiliers ?
•	Quels marchés avons-nous identifié comme les plus sensibles au risque climatique ?

La prise en compte du changement climatique dans les performances immobilières

Des taux plus bas pour plus longtemps mais pas sans divergence

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Des taux plus bas pour plus longtemps mais pas sans divergence

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