Find out how European institutional investor appetite for real assets is developing against an uncertain political and economic outlook, supply constraints, and the increasing importance of ESG.
We focus on targeted locations and sectors, developing a deep knowledge of local markets, building strong relationships with key players and gaining an unparalleled access to selected real estate opportunities.
Our team’s technical expertise combined with strong environmental, social and governance (ESG) integration, allows us to create value for investors in European real estate. We have a proven advantage in market access, and in our ability to deploy capital quickly and efficiently.
Real estate risk
Investments in real estate may not be able to be sold, realised or liquidated when you want because real estate assets may not always be readily saleable. If this is the case, we may defer your request or instruction regarding your investment. Investors should also bear in mind that the valuation of real estate is generally a matter of valuers’ opinion rather than fact.
Strategies in focus
Real estate debt
Senior secured debt of varying maturities, fixed or floating rate, on commercial property such as offices, retail, or logistics. Clients benefit from regular cash flows and the added security of high-quality collateral.
Real estate equity
Real-estate acquisition and management across traditional and alternative sectors in Europe that span the risk spectrum, from long-income to cyclical income and growth, development and opportunistic investments.
Need more information?
For further information, please contact our investment sales team.
Explore our real assets range
Outcome-oriented solutions in real estate, through strategies that span the risk spectrum, from lower-risk options generating long-term income to more opportunistic investments.
Our deep market access allows us to source high-quality projects, delivered through a range of senior debt opportunities or via the acquisition of assets. We focus on stable, long-term income generation and efficient execution.
We finance bespoke structured finance and senior private corporate debt transactions, providing our investors with outcomes that meet their investment objectives.
Real assets views
The impact of COVID-19 on private debt
30 Mar 2020
Anxiety in public markets over the coronavirus will also test the resilience of private debt.
COVID-19: The impact on European real estate
30 Mar 2020
As COVID-19 and government response evolve, Chris Urwin analyses how it could affect European real estate.
The impact of COVID-19 on UK infrastructure
26 Mar 2020
COVID-19 is having a marked effect on asset prices and transaction activity in all areas of financial markets.
The implications of COVID-19 for real assets
19 Mar 2020
The human cost of COVID-19 is likely to rise significantly, along with its impact on economies and financial markets as nations enact measures to contain its spread. We summarise recent developments and what they might mean for European real assets markets.
Intangible infrastructure: Storing and transmitting data
4 Feb 2020
The emergence of data infrastructure was a defining theme in the last decade. As the sector matures, Laurence Monnier explains why further expansion, consolidation and the development of a secondary market are likely.
Three trends to watch in UK long-income real estate
28 Jan 2020
In an era of low interest rates and rising maintenance costs, the benefits of long-income assets within UK real-estate portfolios are hard to ignore. Tim Perry looks at three key trends that are influencing the UK long-income market.
Low rates, northern lights and net zero: UK infrastructure in 2020
21 Jan 2020
In the second of a two-part series, Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of transaction activity in 2020.
Recovery, disintermediation and politics: A decade in UK infrastructure
15 Jan 2020
In the first of a two-part series on UK infrastructure, Darryl Murphy looks back on a turbulent decade that saw bank lenders retreat only to re-emerge and a new broom of investors enter the market, as well as the demise of the PFI/PPP model.
Urban regeneration: How a secure income strategy can help revive city centres
6 Jan 2020
Like other major cities, London scores highly across a range of economic metrics. But while London’s continued capacity for renewal and attracting investment is undeniably impressive, it is often in stark contrast to other UK cities. Chris Urwin, Luke Layfield and Stanley Kwong explain what can be done to make those cities more attractive, and the respective roles investors and the public sector should play in that process.
Real estate outlook 2020: Continental Europe
20 Dec 2019
As 2019 comes to a close Vivienne Bolla and Souad Cherfouh look ahead to the key themes that will shape the European real estate markets in 2020 and beyond.
Real estate outlook 2020: UK
19 Dec 2019
As 2019 comes to a close Jonathan Bayfield looks ahead to the key themes that will shape the UK real estate market in 2020 and beyond.
Space as a service: The rise of flexible working
20 Nov 2019
The rise of flexible working is a trend that has caught the headlines. We explain why the trend is here to stay, what it means for companies and how investors can adapt to the changing nature of the workplace.
Are ESG comparisons fair?
13 Nov 2019
Investors need to look past tick-box credentials to consider the real ESG impact of their infrastructure projects, says Ian Berry, head of infrastructure equity at Aviva Investors.
Connections and communities
28 Oct 2019
Today, a handful of urban centres are pulling away from their rivals – creating more innovation, more growth and more jobs. Those changes have deep implications; understanding them and what they mean for local communities takes joined-up thinking.
Quarterly update on drivers in real assets - Q3 2019
17 Oct 2019
In our regular update on drivers in real assets, we assess the impacts of a possible downturn in the euro zone. We touch on cash generation, the valuation outlook and the significance of security and ranking in the capital structure.
London: The ultimate city of the future
2 Oct 2019
The rise of the knowledge economy has energised cities which have reinvented themselves as global knowledge capitals, of which London is a prime example.