The share of freight handling locations across Europe experiencing declining volumes has doubled compared to 5 years ago. This is likely to result in a wider range of return outcomes for investors with exposures to the sector with the impact likely to become more noticeable in the coming quarters and as leases roll over for assets located in the proximity of those locations if economic conditions do not improve.

Geolocation analytics can help investors to better understand their asset exposures, improve decision making and ultimately optimize their logistics allocations.

The Kania Global Real Estate CAI Index, an alternative beta index based on factors relevant to real estate and real estate securities and not general equity market factors, has generated a significant and consistent live outperformance to benchmark of appox +450bps per annum, consistently over 1-, 3- and 5-year time periods.

Data centers are vital to any organization’s operations. Organizations centralize IT operations and equipment, store, process, and disseminate data and applications and their proprietary assets in data centers. In this note, we estimate physical climate change risks related to floods in global listed data centers REITs.

Kania Advisors launches analytics for global listed real assets allowing users to leverage the firm’s specialist capabilities and specific factors with their own expertise and data.