INREV’s Post

📉 Negative performance persists in Q1 2024 for the European ODCE Index: https://hubs.li/Q02y4pX50 Highlights include: 📈The European ODCE Index returned -0.56%, the best quarterly performance since Q2 2022. 📉Capital growth increased by 390 bps to -1.20% from -5.10% in Q4 2023. 📑GAV stood at €42.2 billion across 16 funds, €0.4 billion higher than Q4 2023. 🏭Industrial logistics assets share fell to 30.3%, the first decline in four quarters. ⚖️Net capital flows reached €212 million, slightly down from €281 million in Q4 2023. Download the full report, Excel, and snapshot for more details. #INREV #RealEstate #EuropeanODCE #Q12024

📈 European ODCE Index Back in Positive Territory in Q2 2024: https://hubs.li/Q02PYmY90 The European ODCE Index posted a 0.19% return in Q2 2024, marking the best performance since Q2 2022. Here are some of the key highlights: • 📊 74 bps improvement from Q1 2024, despite capital growth still at -0.64% • 🏢 Office market share dropped to 33.3% after 16 consecutive quarters of decline • 🚪 First-ever negative net inflows for the index Explore the full report and additional resources on our website. #RealEstate #Investment #MarketTrends #INREV

Our recent note on ICG Enterprise Trust PLC followed its 1HFY'25 results, highlighting the performance of the total returns for ICGT shares against the UK market, paying specific attention to returns of the past years. ICGT has seen a total return of 5.4x, in comparison to 2.7x for the whole UK market.    The continued performance and growth is owing to the strength of the operating companies in tandem with ICGT's defensive growth strategy, which has seen new investments increase for the third consecutive six-month period.    Download our full report to discover more about ICGT's superior returns, the investment strategy and why we believe the discount to NAV is anomalous - https://lnkd.in/gSNweZxW * Investment risks are highlighted in the note #capitalmarkets #privateequity #investments #investing

⭐ Learn how #CFOs can navigate the evolving market landscape and drive cost efficiencies for long-term success. Click the link to read more: https://imsap.co/6040bvMQM

February's market monthly insights in #TMT here. Our monthly updates highlight the latest news, share macro indicators and list announced transactions all in one place. Great overview for my M&A connections. Check it out: https://lnkd.in/gbBuwajy

March's market monthly insights in #TMT here. Our monthly updates highlight the latest news, share macro indicators and list announced transactions all in one place. Great overview for my M&A connections. Check it out: https://lnkd.in/ePEhEz34

As of June 14, Consensus Gives the PSEi a 12-Month Target of 8,142 We are able to calculate an estimate of the 12-month consensus fundamental target of the PSEi by plotting the individual fair value estimates (consensus fundamental target price) of each of the index names against their respective weights. Given the fair value estimates of the major brokerage houses (like J.P. Morgan, UBS, CLSA, Philippine Equity Partners, Regis, Maybank ATR, Mandarin, Salisbury, BPI Sec, First Metro Sec, BDO Sec, SB Equity, Col Financial, Wealth Sec, Philstocks, Unicapital, AB Capital, Papa Securities), the index has been given a target of 8,142.64 (downgraded from 8,260.64) from the June 14, 2024 closing of 6,383.70. As such, the index is trading with an upside of 27.55% to its consensus fair value target for the next 12 months. *Note: This target is not our target but the average target that is seen by major institutions. https://lnkd.in/gK9C5B3Y #PSEi $PSEi

July's market monthly insights in #TMT is here. Our monthly updates highlight the latest news, share macro indicators and list announced transactions all in one place.   Great overview for my M&A connections. Check it out: https://lnkd.in/eiR3BRZV

⭐ Learn how #CFOs can navigate the evolving market landscape and drive cost efficiencies for long-term success. Click the link to read more: https://imsap.co/6047Yu86Z