Name: AEW 2021 European Real Estate Outlook: After the storm
Start: 2020-11-17T14:00:00Z
End: 2020-11-17T14:47:25.000Z
Location: BrightTALK
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- 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

•	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?

Climate-Informed Real Estate Returns In Europe

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

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?

AEW 2021 European Real Estate Outlook: After the storm

Real Estate

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Institutional Investors

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AEW 2021 European Real Estate Outlook: After the storm

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