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Trends

Through our distinct investment focus in retail with food-based anchor tenants and metropolitan office locations in liquid assets in the DACH region, as well as years of activity in this segment, the BLUE team has fundamental knowledge of research and investment management aspects and has a broad network of relationships with analysts and information sources.

The constant development of tenant and investment markets as well as global capital flows require an objectified analysis of data and complex relationships to fund investment decisions and timely anticipate market trends.

In order to identify future investment potential at an early stage and to derive adequate strategies for existing investments over their investment cycle, BLUE systematically analyzes information on capital markets, macro and micro markets in the tenant and transaction market and derives implications.


 

Global sources of funds in $bn, 2016 YTD

source: JLL

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Retail Sector Megatrends:

  • Urbanization (where does growth arise)
  • Demographic change
  • Digitization (or online commerce)
  • Climate protection requirements (Green Building) and
  • Changed user behavior (retail concept and operating form of the future)

For example, in the retail sector we are pursuing Convenience- Concepts ("Spar City", "Rewe City") and new logistics solutions ("Drive in" branches).

The central task is to analyze the relevance of new influences on the long-term future viability of the portfolios we manage and to present options for decision-making.


Global Capital Markets

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Sustainability

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