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Buildings that go green: Making an impact while still making alpha
Buildings that go green: Making an impact while still making alpha
What to watch in 2024 for real estate investing
What to watch in 2024 for real estate investing
Rich Pickings podcast: Outlook 2024
Richard Edgar is joined by Fidelity's heads of investment to discuss the investment outlook for 2024.
Chart Room: Solid foundations support stable outlook for German real estate
Solid foundations support stable outlook for German real estate
These real estate investments promise real climate impact
These real estate investments promise real climate impact
Chart Room: Taking stock of warehouse rents
Chart Room: Taking stock of warehouse rents
Chart Room: Watching for cracks amid pressure on China’s local government finances
Some of China’s local government financing vehicles are struggling to service their debts, but not all LGFVs are created equal.
Chart Room: Why real estate location is only part of the answer to diversifying investments
Chart Room: Why real estate location is only part of the answer to diversifying investments
European real estate on road to recovery as US lags behind
European real estate on road to recovery as US lags behind
Fundamentals: Why China’s tentative, two-speed housing market recovery is still on track
China’s residential property market rebound continues at a slow and steady pace, despite diverging performance between new and existing home sales.
Warehouses are stockpiling a real estate value play
Warehouses are stockpiling a real estate value play
European commercial real estate remains more robust than US
European commercial real estate remains more robust than US
Quarterly Outlook: Navigating the polycrisis - Part II
In Fidelity's latest quarterly outlook, we believe that recession over the next 12 months looks increasingly likely across developed markets.
Readying for a real estate recovery
Readying for a real estate recovery
Chart Room: A regulatory cliff edge for unrentable European offices
Chart Room: A regulatory cliff edge for unrentable European offices
Fundamentals: Building Paris every week
Retrofitting is the answer to slashing real estate's huge carbon bill, says analyst Cian O'Sullivan in our latest Fundamentals episode.
Le Prélude: Introducing the office of the future
Le Prélude: introducing the office of the future
The glory of the grey stuff: the technology changing real estate’s carbon future
The glory of the grey stuff: the technology changing real estate’s carbon future
Outlook 2023: Download the assets
Find Fidelity International's full 2023 Investment Outlook here
Real estate 2023: Challenges ahead but with potential opportunities
A more difficult backdrop could herald a return to rational pricing, while sustainability only likely to become more important
Chart Room: As the energy crisis bites, occupiers see value in green buildings
Chart Room: As the energy crisis bites, occupiers see value in green buildings
A new spark in a long-term relationship: insurers in the private markets
A new spark in a long-term relationship: insurers in the private markets
Green or bust: The future of real estate
Green or bust: The future of real estate
High impact: The pursuit of outcomes
Investors can have a positive effect across all asset classes, although the nature of influence will vary.
China’s property downturn may have found a floor
The government’s will to reform a wayward real estate industry is balanced against the more urgent task of reviving a slowing economy.
Chart Room: Home is where the supply shortage is
Supply has never looked tighter in the US housing market. Construction backlogs persist and prices climb as homebuyers appear undeterred by looming rate hikes.
Chart Room: The REIT way to invest as private real estate evolves
The way we use buildings is changing. Publicly traded real estate investment trusts (REITs) show how private property funds may be set to evolve in response.
Coming of age
Inflation is back, the ‘new normal’ for office use is still unclear and the low-carbon transition is changing the relationship between landlord and tenant.
Coming of age
Inflation is back, the ‘new normal’ for office use is still unclear and the low-carbon transition is changing the relationship between landlord and tenant.
Time to look beyond Evergrande and China’s ‘too big to fail’ era
Property giant China Evergrande’s woes are better understood as a controlled explosion, rather than an unexpected disaster.
‘Lehman moment’ fears are wide of the mark in China Evergrande fallout
Property developer China Evergrande Group’s debt issues have rattled markets, but comparisons to a ‘Lehman Brothers moment’ look overstated and misdirected.
Impact just got real
‘Impact investing’ is fast becoming a big focus for real estate investors, but ironically, in a few short years, may also be an outdated term.
How big a threat is the ‘brown discount’?
Reducing emissions in line with the Paris Agreement will require most existing buildings to be retrofitted to protect long-term asset values.
How Real Estate helps navigate the income challenge in a rapidly changing world
We are seeing significant structural changes in the way occupiers use their buildings and these changes are happening at pace.
Investors should tread carefully around warehouses
Investor interest in logistics property has jumped but the surge in demand has left some parts of the market looking mispriced.
Four real estate trends to watch as economies reopen
After a tumultuous 2020, we believe there are four main themes that will determine real estate trends for this year and the decade to come.
Offices are not dead, but they will need to evolve
Despite the surge in working from home in 2020, offices will remain vital for many types of business. But they will need to evolve.
Real estate in 2021: Unique challenges will accelerate structural trends
Offices will continue to be in demand post-Covid, but their usage will evolve.
Real estate in 2021: Unique challenges will accelerate structural trends
Offices will continue to be in demand post-Covid, but their usage will evolve.
ESGenius: Getting to net zero in real estate
ESGenius: Getting to net zero in real estate
China property: Built for the long run
Facing challenges in their core business of building and selling new homes, Chinese real estate developers have found an alternative source of revenue.
Crisis accelerates trends in European real estate
The implications of the Covid-19 pandemic for European real estate investors
Room for improvement in how investors assess real estate sustainability
For real estate to meet its carbon targets, sustainability metrics will be required that reflect potential as well as actual ESG value.
The New Prime: Cashflow trumps location for real estate investors
The New Prime: Cashflow trumps location for real estate investors
Podcast: The future of... retail and real estate: liquidity, liquidity, liquidity
As the pandemic changes consumer behaviour - perhaps permanently - we look at what the future of retail and its associated real estate could look like.
Tenant resilience is key as rental recovery rates fall
Real estate investors are fast having to learn that sustainability of cashflow is perhaps just as important, if not more so, than location.
Limited correction likely in European real estate
Limited correction likely in European real estate
Currency risk in pan-European real estate
Why it matters and where the unexpected dangers lie.
Contractualised income: Low risk, not no risk
A forward-looking assessment of business risk is needed when investing in long-term secure income assets.
The future of real estate: What will the industry look like in 2039?
How will the innovations of the next 20 years change the world of real estate.
Podcast: Real estate and the pain of retail
As consumption habits transform and online sales take over from traditional shopkeepers what does it mean for the retail real estate market?
Retail's fall from grace: salutary lessons for real estate investors from the nation of shopkeepers
Fidelity believes UK retail real estate assets will see a fall in value of 20 to 70 per cent depending upon the nature and quality of the assets.
Five entrenched biases in the institutional real estate market
Professional investors in commercial real estate markets are not immune from investing mistakes rooted in cognitive biases.
Assessing cumulative risk in European real estate
How to navigate the mounting risk as the end of the cycle draws near.
ESG in real estate: How green is your castle?
How and why ESG is starting to be taken seriously in real estate investing.
Better calculation of real estate risk in a thriving market
As the real estate market remains extremely buoyant - in places worryingly so - investors need to think more critically about risks.
How to use alternatives at the end of the cycle: five strategies detailed
Opportunities with low correlation to traditional securities can provide effective benefits for portfolios at the end of the cycle.
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