Tech, trees and tailwinds

Real estate long income strategies are known for their defensive qualities. Tim Perry explores how the impact of COVID-19 on the asset class will vary across businesses and sectors.

As COVID-19 sweeps across the world, a contraction in global growth is causing an adverse short-term reaction to the economy and financial markets. While the extent of contagion from public markets to private debt remains unclear, transactions with strong downside protection should remain more resilient through the crisis, explains Nikhil Chandra.

As the spread of COVID-19 and government response continue to evolve, we analyse recent developments and how they could affect European real estate.

As well as its profound human impact, COVID-19 is having a marked effect on asset prices and transaction activity in all areas of financial markets. But beyond the short-term uncertainty, UK infrastructure stakeholders are looking for clues as to how the crisis could influence the market’s longer-term prospects.

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.

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.

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.

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.

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.

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.

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.

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.