The attractiveness of investing in real assets is determined by a combination of generic long-term and specific local market conditions. Long-term trends are fuelled by development of peoples’ basic needs as quality of living, work, food, communication, etc. Our Research department analyses investment opportunities ‘top down’ using demographic, economic, technological and socio-political trends:

  • Demographic trends, such as population growth, urbanization, ageing and regional contraction;
  • Technological trends, such as the growing importance of internet and the deregulation of the ‘hardware’ (the networks) and the ‘software’ (the applications);
  • Economic trends, such as the deleveraging of the world economy, the threat of rising inflation and interest rates and the shift in regional relationships;
  • Social and political trends such as the effect of making society sustainable and increasing transparency in the financial world.

Next to ‘top down’ analyses, our Research department supports our local dedicated fund and asset management teams with ‘bottom-up’ research applying the micro skills that are needed for successful investing. By combining strategic top-down market intelligence and pursuing research-driven investment strategies (top-down and bottom-up) we strive for outperformance of our investments funds.

Market reports

Sector Focus Parking

November 9th, 2017|

Download Sector Focus “Carparks in towns and cities – future-proof investment or soon a thing of the past?”

Sector focus Residential Real Estate

April 21st, 2017|

Download sector focus “European Residential: The essential core of your portfolio”

Sector focus Convenience Shopping Centres

April 21st, 2017|

Download sector focus “Convenience shopping in the Netherlands – an investment perspective”

Sector focus Student Housing

April 21st, 2017|

Download sector focus “European Student Housing Investment Considerations”

Sector focus Communication Infrastucture

April 21st, 2017|

Download sector focus “Fibre-optics: 21st century communication backbone”

Report on Dutch car parks

February 21st, 2014|

This report outlines the potential attractiveness of car parks to real estate investors, looking at the Netherlands. It describes…

Refurbishment Report

November 27th, 2013|

Based on extended research covering its home markets in France, Germany and the Netherlands, Bouwfonds Investment Management (Bouwfonds IM)…

Investing in European Student Housing

April 5th, 2013|

The challenge for institutional investors of finding attractive investment opportunities has increased significantly in recent years as the successive…