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Real Assets Update: Feb 2021

The Impact of Technology and Tokenisation

One year after the onset of the global pandemic, leading real asset managers discuss the implications for the commercial real estate and infrastructure markets. Given the extent of post-Covid-19 lifestyle changes for the working population, will investors refocus on 'core' office assets? 

Other papers examine the impact of new technology on existing real asset business models, and the supply & demand characteristics of more niche real asset sectors such as data centres. Finally, BNP Paribas Asset Management provides a detailed reference guide for the process of tokenisation and how the tokenisation of alternative assets could impact the asset management industry in years to come.

infrastructure real assets

Tokenisation of Alternative Investments (BNP Paribas AM, 2021)

What is tokenisation? How does it work? And what are the implications for alternative assets such as real estate, infrastructure, and natural resources? BNP Paribas Asset Management explains all of this and more in their 68-page guide to tokenisation.

Real Assets House View 2021 (Aviva Investors)

For compliance reasons, this paper is only accessible in certain geographies

This edition of Aviva Investors’ House View contains their outlook for real assets in 2021, and trends that could shape the future of the real estate and infrastructure industries.

Global Data Centres: A niche sector (PGIM Real Estate, Feb. 2021)

In this 29-page report, PGIM Real Estate examines the characteristics of the global market for data centres, projecting further increases in demand as the volume of global data expands and the need for cloud-based services increases.

Video: A hole in the inflation balloon? (LGIM, Feb 2021)

For compliance reasons, this paper is NOT accessible in the United States and Canada

John Roe of LGIM explains his skepticism about predictions of higher U.S. inflation, given the expansion of the money supply to date and the number of times inflation estimates have historically been wrong.

Embracing Change: The future of the office sector post-Covid (UBS AM, Feb 2021)

In this paper, UBS Asset Management discusses the remote working trend and the future of offices in a post-COVID-19 world. Investors will likely refocus on core office assets.

Commercial Real Estate: Pandemic risks and resilience (Nuveen, Feb 2021)

Nuveen examines the pandemic's effects on the global commercial real estate sector, providing a short to medium-term outlook for each property type.

How Likely is Food Price Inflation? (Manulife IM, Feb 2021)

For compliance reasons, this paper is only accessible in certain geographies

Are consensus estimates underpricing food inflation risk? Manulife looks at agricultural supply and demand, ranking the economies that may be impacted the most by future food inflation.

Risks for Infrastructure: The technology challenge (Marsh & McLennan/GIIA, 2021)

This report reviews the implications of advancements in technology on global infrastructure assets. Public-Private Partnerships are key to bridging the current infrastructure gap, and private infrastructure businesses would do well to put technology at the forefront of successive builds.

Real Estate Predictions 2021 (Deloitte)

Deloitte looks at how the roles within commercial real estate companies are evolving to accommodate task automation, client engagement, and additional insight.