News & Knowledge

2017, 07 September

Which price is right?

The positive effect of stock splits has been a talking point for many years now, although there is limited academic research looking into the relationship between stock splits and the performance of listed real estate.

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2017, 21 June

ETF ownership in the Real Estate sector: systemic risk?

Exchange traded funds (ETFs) and quantitative investors account for about 60% of the equity space in the US (up from 30% 10 years ago) and only 10% of the daily volumes traded originates from fundamental discretionary trades.

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2017, 08 June

Kempen wins two SRP Structured Products & Derivatives Awards

Kempen & Co achieved three #1 positions in the category real estate at the presentation of the Extel Awards. Kempen & Co was not only selected as the best brokerage firm on both a team and an individual basis, but the European Property Seminar, organised by Kempen & Co for the 15th year running this year, was also selected as the best real estate conference according to corporate voters.

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2017, 01 June

Bloomberg interview: Tower sector may see M&A ‘turmoil’

Yesterday Bloomberg contacted me in relation to what has been a strong day for the shares of the European listed tower companies. On the back of take-over rumors Cellnex and INWIT closed the day up +4.2% and +4.7% respectively. Find here our view on what we expect to happen next.

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2017, 01 June

The extra mile(stones)

We are celebrating yet another milestone at the Kempen Property Team: the 2017 edition next week will be the 15th European Property Seminar in Amsterdam!

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2017, 03 May

The case for listed infrastructure

Real assets, including infrastructure, will continue to be important in the asset allocation debate. Even if bond yields were to rise, they will do so gradually and the insurance and pension industry would still struggle to cover its long-term liabilities by investing in bonds.

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2017, 22 March

Can New York teach Berlin a history lesson?

I recently took a stroll down memory lane to compare the dynamics behind the largest default in real estate history to today's residential sector in Berlin. Please see my missive below...

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2017, 16 March

Takeaways from our European days in NYC

Last week we hosted our 10th European Property Conference in New York, which with 19 companies from all over Europe and some 45 investors was again a great success.

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2017, 06 March

Around Europe in one and a half days

We are celebrating a milestone at the Kempen Property Team: the 2017 conference will be the 10th edition of the European Property Seminar in NYC! But this is far from the only reason why 2017 is a special year.

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