'Rentability’ and the lure of energy-focused landlords
As more carbon emission regulation comes in globally – as we expect it will – Real Estate Investment Trusts (REITs) with emission reduction plans are likely to be better-placed than their peers as the cost of carbon increases.
US resi 2.0: The expanding renter opportunity
As the renter market in the United States continues to grow, so does the opportunity for investors in a certain type of Real Estate Investment Trust.
The EV revolution to drive our energy future
Electric vehicles are coming. The buildout of charging infrastructure needed to support EV demand, along with higher electricity “load”, will lead to significant investment opportunities for utilities.
Download the paper EV Charging Ahead.
Power to price: Inflation, infrastructure and the social license to operate
Pricing power is now a major consideration with inflation on the rise. Equal consideration needs to be given to the social license of companies to raise prices in line with community expectations.
Why the ‘E’ should matter to property investors
While the decarbonisation efforts of Real Estate Investment Trusts (REITs) have advanced well in the last five years, it’s what happens next that could be most meaningful for investors.
Three decades, zero emissions: The future of decarbonisation
The redeployment of capital by utilities companies to fund renewable energy projects and improve resilience in the electricity grid represents a substantial multi-decade opportunity for investors.
Tokyo towers: The secrets of Japan’s net zero leaders
Investors with an ESG focus can take a lot from leading and technologically resourceful real estate companies in the world’s largest office market as they move quickly on their renewable energy targets.
Property sector yet to face its emissions reckoning
The full scope of the real estate securities sector’s contribution to global carbon emissions has not been fully quantified, which could potentially impact the valuation of listed companies not moving towards emissions measurement and disclosure from modernisation programmes.