CBRE Valuation and Advisory Services’ Post

As per January 2024 U.S. Investor Intentions Survey, almost three-quarters of investors plan to sell the same to more in 2024 Despite lower property values, 40% of respondents expect to sell more assets in 2024 than 2023, compared with only 14% in last year’s survey. Private equity and real estate funds indicate that they are also likely to sell more in 2024 than other investor types.

The Wealth Report 2024. Coming soon… The global perspective on prime property and investment. The new wealth hubs Real estate sectors in demand Cities on the rise Generational shifts All this and more – register here for The Wealth Report 2024: https://bit.ly/3T5mly0 #TheWealthReport #TheWealthReport2024 #TWR24 #WealthHubs #RealEstate #GlobalTrends #2024Report

What are the capital trends shaping the commercial real estate landscape for 2024 and what levels of recovery can we expect? Explore our forecasts: bit.ly/4a8PRsP With detailed market analysis more important than ever, the latest update from our Active Capital research programme shares our global cross-border capital flow forecasts and unveils the investment opportunities for the year ahead. Victoria O. Neil Brookes #ActiveCapital #RealEsateInvestment #CapitalMarkets #CapitalGravityModel

🔥Now: #DebtConference 2024 Join us for a last insightful panel before our last break, that tries to answer the question: Financing or Equity Gap? Featuring Andrew Gordon, Managing Director of Fund Management at Invesco EMEA, Manuel Koeppel, Managing Director at BF.capital GmbH, and Jeff Thompson, Co-Head & President at GID Credit. Moderated by Anja Ritchie-Friedrich, Managing Director at StepStone Group. Back to the question: Financing or Equity Gap? It’s Both! The real estate and asset management sectors are facing growing challenges in both financing and equity. As market conditions become more restrictive, understanding the dynamics of these gaps is crucial for industry players. In today’s environment, private debt providers have a unique opportunity to help close the classical funding gap, but rising interest rates and falling valuations have led to tighter lending conditions. Additionally, the rise of ESG requirements in real estate adds another layer of complexity, as more capital is needed to meet sustainability standards. The need to refurbish up to 4% of existing building stock annually by 2045 highlights the strain on equity, with the risk of stranded assets becoming a reality for those who fall behind. Moreover, in the U.S. multifamily and industrial sectors, recent declines in commercial real estate values have put additional pressure on borrowers. They now require more equity to maintain loan-to-value ratios, creating a dual challenge: increasing the equity burden while facing more limited financing options. Addressing both financing and equity gaps will require innovative solutions from lenders and investors alike. Collaboration and creativity in structuring deals will be key to navigating this complex landscape. Thanks to all panellists for this exciting final panel and again Anja Ritchie-Friedrich for moderating this exciting panel! We'll now take another short break so that we can start the break-out sessions refreshed. These will start punctually at 4.45 pm with the following three topics: 1. Current challenges: Interest Rate Shock vs. Miscalculated Risk? 2. Differences of alternative from traditional lenders? 3. Outlook: Financing or Equity Gap? We will then all meet again at 5.30 pm to summarise the results of the break-out sessions and then slowly bring the first official conference day to a close. #FondsForum #RealEstateDebtInvestments #Debt #Investments fiveandfriends

We have released our latest Corporate Capital Outlook report. In the corporate capital markets sector, 2023 marked a notable standoff between buyers and sellers. Looking ahead to 2024, we anticipate a convergence of pricing dynamics, facilitating increased transactional activity.   We are also delighted to have insights from two exceptional senior leaders in the industry. The first of these is from Elyssa McMullen of Prudential Private Capital, who focuses on the benefits of credit tenant lease financing. In addition, Marc Zahr of Blue Owl Capital highlights the attractive supply and demand dynamics in the sale and leaseback sector.   Please get in touch if you would like to discuss the report or any requirements you have in more detail. Download Report: https://lnkd.in/en9qhGJk #capitalmarkets #corporaterealestate #saleandleaseback #realestatefinance

How are investors navigating today’s fluid capital markets? 🌐 Listen to The Weekly Take for insights from CBRE Capital Markets leaders and Global Chief Economist Richard Barkham. 🎙️ #Investing #CapitalMarkets #Insights #commercialrealestate

The Wealth Report 2024. Coming soon… The global perspective on prime property and investment. The new wealth hubs Real estate sectors in demand Cities on the rise Generational shifts All this and more – register here for The Wealth Report 2024: https://shorturl.at/ils35 #TheWealthReport #TheWealthReport2024 #TWR24 #WealthHubs #RealEstate #GlobalTrends #2024Report

Karl Rogers, Chief Investment Officer, spoke to Citywire recently on the importance of assessing the health of the underlying portfolio such as the revenue growth of a given company and how it compares with estimates, rather than fixating on standalone metrics. "It is nice to see the IRR as it goes through 10 years but ultimately as an investor, all I care about is the valuation upon the final liquidity event." Rogers said. #Elkstone #Investments #Alternatives #AlternativeInvestments

Watch New York Life Investments' Global Private Markets webinar replay to hear our experts share why they believe the global rates cycle is poised to unlock opportunities in private credit, private equity, and real estate. https://bit.ly/4dtgtpa

Watch New York Life Investments' Global Private Markets webinar replay to hear our experts share why they believe the global rates cycle is poised to unlock opportunities in private credit, private equity, and real estate. https://bit.ly/3zOu78D