• 22/6/2022

    Viewpoint – More from multifamily?

    Investment into US multifamily properties has long been a favourite of Islamic investors, and for good reason it would seem, with Newmark reporting a 20% total return for this sector in the 12 months to the end of March, driven by valuation increases. While it is tempting to suggest that such growth cannot continue and […]

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  • 6/6/2022

    Viewpoint – Have you heard about self-fulfilment centres?

    Discussing UK retail parks with investors can be difficult. Firstly, there is trying to explain what they are. Describing them as retail warehousing suggests logistics units with a row of vans outside, while “A collection of large units around a car park” doesn’t paint an attractive image. Could it be as simple as: “It’s where […]

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  • 19/4/2022

    Viewpoint – Kicking the bricks

    With the world continuing to peel back their travel restrictions, the prospect of international travel to both meet investors and for them to travel to inspect properties is hugely exciting and positive for the real estate investment management industry. While video calls and video tours were hugely efficient tools, it is time to ‘press the […]

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  • 11/3/2022

    Viewpoint – If you build it, they will come

    Recent research published by Newmark on the US multifamily sector puts into numbers the extraordinary strength of this asset class at the moment, and helps to explain why many investors are switching their attention to developing such products from the ground up. I’d heard that competition for existing multifamily assets was intense, but the data […]

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  • 19/1/2022

    Viewpoint – Real estate: Go lower or embrace risk

    Shariah compliant real estate investment has long been an established product offering for Islamic investment managers. Now more than ever, the allure of bricks and mortar runs deep, with investors seeking an attractive income component ahead of what can be achieved with other investments. Real estate suits Shariah compliant investing well with a genuine business […]

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  • 9/12/2021

    Viewpoint – It pays to do good

    The shared values of environmental, social and governance investing and Shariah screening have long been recognized, but now research from Knight Frank provides evidence that doing more than the minimum is both ethically and financially beneficial. Knight Frank took a sample of 1,500 green-rated and unrated London office sales over the last decade. Its modelling […]

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  • 23/11/2021

    Viewpoint – The REIT Stuff

    It has been four years since I last wrote about Islamic REITs, so it is long overdue a revisit, particularly with the level of activity in recent months. Saudi Arabia continues to dominate the headlines. Now five years since its REIT legislation was passed, there seems to be no let-up in activity, including Jadwa REIT […]

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  • 25/10/2021

    Viewpoint – All Graphs Going Up?

    Recent research published by Moody’s Investors Service makes for encouraging reading for any Islamic asset manager, but what are the consequences of all this positivity? Moody’s surveyed the chief investment officers of leading asset managers in the GCC, asking for their expectations over the next 12 months. Even after discounting for some talking-up of their […]

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  • 22/9/2021

    Viewpoint – US bounce-back bulls

    While there is no doubt that the US economy is bouncing back strongly, I caught up on two pieces of research this week which shared similar conclusions with respect to which cities are in full bullish recovery mode, and which may be lagging somewhat behind. The US is great for data, with CBRE amazingly (at […]

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  • 26/7/2021

    Viewpoint – Making an ESG impact

    UBS recently reported on the key findings from its Alternative Investments Conference’s panel discussion on how environmental, social and governance (ESG) criteria are positively changing real estate investment decisions. Under a report titled ‘How do real assets contribute to tomorrow’s world?’, UBS shared its key conclusions that there was clear investor appetite for sustainable real […]

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