The industry's own research.
14 items
Examines how industrial property can strengthen supply chains while supporting Europe's transition to a low-carbon, resilient economy.
My take: Europe's industrial resurgence is fuelling a real estate shift.
From biomethane financing to low-carbon transport achievements, portfolio companies continue to deliver on growth, operational progress and sustainability objectives.
What next for European real estate? Read more here.
Commentary on sustainable investing strategy that examines the importance of understanding actual portfolio holdings and drivers beyond exclusionary screening approaches.
Aberdeen Investment's monthly macro outlook video examines global growth trends and explores potential market underestimation of risks from oil price volatility and artificial intelligence disruption.
Aberdeen Investments presents multiple macroeconomic scenarios for Q3 2026, including a baseline 'TACOil' scenario featuring de-escalation in US-Iran tensions and continued AI capital expenditure tailwinds, alongside downside risks from energy shocks, AI disruption, and bond market volatility.
The Q4 2025 UK outlook reviews the closing position of the year and the trajectory into 2026, focusing on income-led returns across the living, industrial and retail sectors.
The Q3 2025 UK outlook maintains a constructive view on living, industrial and retail sectors, with income returns continuing to drive performance amid limited yield compression.
abrdn forecasts European all-property total returns of 7.1 percent over the 12 months to June 2026. European logistics leasing has softened but is expected to bottom out as the year progresses.
The outlook anticipates tariff pressures weighing on office, retail and industrial through slower economic growth, while multifamily recovers as excess supply diminishes and renter demand stays robust.
The Q2 2025 outlook tracks a recovery led by the UK, Europe and the US, with APAC lagging. abrdn highlights structurally supported sectors and improving rental growth as the basis for total returns.
abrdn judges that most global real estate price corrections have concluded entering 2025, with returns driven by income and net operating income growth rather than yield compression. The firm is most positive on multifamily, expecting excess supply to be absorbed by mid-2025.
abrdn forecasts an annualised 8.4 percent total return for UK real estate over three years, led by the industrial and retail sectors. The outlook expects sector returns to converge, shifting outperformance toward asset selection.