Investment Outlook: Real Estate H2 2024
Schroders Capital Investment Outlook for real estate provides a summary of our relative value framework that informs our assessment of how investors should be seeking to position their real estate portfolios for medium-term to long-term outperformance, the preferred strategies playing to the most impactful macro themes, and a review of the broad opportunities unearthed by our local teams within these preferred strategies.
The 3 live opportunities in real estate
Long-term benefits
Looking across geographies, sectors, and structures to unlock long-term benefits.
Scarcity of high-quality ESG-compliant space
Tight supply conditions lead to an anticipated upward trend in rents beyond inflation as economic growth accelerates.
Renewed interest in real estate
Since 2022, supportive monetary policy has triggered a resurgence of interest in real estate, with renewed investor allocations for 2025.
A message from our Global CIO and Head of Real Estate Solutions
We believe that cyclical trends now offer significant long-term benefits for investors. Recent shifts in monetary policy and improvements in market pricing show promising opportunities for capital deployment through 2025. Our proprietary valuation model indicates a broader array of markets offering fair value, providing clear signals for strategic investment.
Real Estate Investment Outlook
Schroders Capital Investment Outlook for real estate summarises our experts’ views on the risks and opportunities in real estate markets around the world.
Schroders Capital’s conviction themes for real estate
Our conviction themes for real estate help inform our preferred strategies which are broadly aligned with key global structural trends:
1. Technology & the knowledge economy
The interface for “work” has shifted, consolidating value in those buildings which address specific needs and evolving tenant requirements, as the industry sectors continue to evolve.
2. Deglobalisation
Deglobalisation has continued to impact supply chains which have been recalibrating, therefore increasing demand of local production and distribution facilities.
3. Demographic shifts
Rapidly changing demographics further altering relative demand for various types of (affordable) living and healthcare formats.
4. People, places & planet
Further increasing regulatory and industry standards demand a holistic approach to the creation of value for all stakeholders, including investors, occupiers and communities.
“The number of real estate markets and sectors offering fair or better value globally following an extended period of repricing, is currently increasing. A sequential opportunity to order investments across geographics, sectors and structures is now live due to the extent and uneven pattern of the repricing experienced in real estate markets to date”
Global Chief Investment Officer and Head of Real Estate Solutions
Our preferred conviction strategies include:
Repriced warehousing & logistics
The demand for these facilities remains strong due to the combined effects of deglobalization and urbanization trends, particularly, we believe, light industrial and last mile facilities have potential to offer the best relative value in the sector.
Capturing value add
We aim to capture additional upside by creating platforms that combine specialist operational capabilities with the portfolios we manage and provide additional funding to these platforms to source accretive opportunities to drive operational efficiencies and value.
Operational property-types
As real estate portfolios move away from traditional sectors, we prioritise operationally intensive segments with inflation-linked cash flows and income growth potential, seeking opportunities to enhance value through repurposing existing assets.
Meet our real estate experts
We have a responsibility to exert positive influence on society and our planet through our investments. We apply the same core values and high standards to the activities we undertake as a business as we do when investing on behalf of clients.