Research & Insights Thinking Globally About Macro Trends & Real Estate

Thought Leadership

Mikeacton
Michael Acton
Managing Director, Head of AEW Research & Strategy, North America

Mike Acton, CFA, is a Managing Director of the firm and AEW’s Head of Research & Strategy with responsibility for directing the activities of AEW Research, the firm’s in-house research group. He works closely with the Fund’s investment management team in the development of the Fund’s investment strategy and criteria. Mr. Acton joined the firm in 1990 and has 34 years of experience as an economic analyst and forecaster. He is a standing member of the firm’s Investment Committee, Management Committee and Risk Management Committee. The resources of AEW Research are an integral part of AEW’s investment process and Mr. Acton works closely with senior professionals in all areas of the firm to develop investment strategies that match clients’ risk/reward objectives with market opportunities. Mr. Acton is also a member of the firm’s Compliance Committee. Prior to joining AEW, he was with DRI/McGraw-Hill where he managed the Metropolitan Area Forecasting Service. He is a graduate of Bates College (B.A.) and a CFA charterholder.

Hans Vrensen 2019 Resized For Website
Hans Vrensen
Managing Director, Head of AEW Research & Strategy Europe

Hans Vrensen is Head of European Research & Strategy for AEW with responsibility for directing the firm’s research activities in Europe. Based in London, he is a member of the AEW European Investment Committee and a member of the firm’s Global Securities Allocation Committee. Hans' responsibilities include monitoring, evaluating and forecasting the macroeconomic environment, demographic trends and capital market conditions across Europe. He interprets this information for AEW’s senior professionals in order to provide decision support to the investment, asset management and portfolio management activities. Prior to joining AEW, Hans acted as an external consultant to CREFC Europe prior to that served as Global Head of Research for DTZ.  He was also the Head of European Securitization Research at Barclays Capital prior to that a Senior Credit Officer at Moody’s Investor Services. Hans has a Masters in Economics from Vrije Universiteit Amsterdam and a Masters in Real Estate from the University of Wisconsin-Madison.

Glynnelson
Glyn Nelson
Director, Head of AEW Research & Strategy, Asia Pacific

Glyn Nelson is Director and Head of Research and Strategy with responsibility for directing AEW’s research activities in the Asia Pacific region. He is a member of the AEW Asia Investment Committee and a member of the firm’s Global Securities Allocation Committee. Mr. Nelson responsibilities include monitoring, evaluating and forecasting the macroeconomic environment, demographic trends and capital market conditions across the region. Prior roles include Head of Asia Pacific Property Research for Aberdeen Asset Management and Head of the Real Estate Intelligence Service for JLL. Mr. Nelson has a B.Com from the University of Auckland and an M.S. from the University of Texas.

AEW's research-based approach to investment decisions positions its economists to uncover and anticipate new opportunities for investors in dynamic real estate markets across the world. AEW's integrated research teams are on the ground in North America, Europe and Asia to provide a top-down view and a thorough, all-encompassing investment perspective to identify trends, often before they happen.

Our commitment to research and its practical application to decision-making is critical to the success of every investment portfolio we manage. The best research is irrelevant unless the analysis it produces is used in day-to-day decision-making. To help make this critical link, AEW has developed proprietary research tools that translate economic analyses into the kind of insight necessary to maximize investment performance. 

YEAR

TYPE

REGION

Europe

2022 European Annual Outlook: Realignment

November 2021

Whitepaper

Asia Pacific

The Residential Potential

November 2021

Whitepaper

Europe

No Place Like Home: Defensive Residential Returns Attract Investors

October 2021

Research Perspective

Asia Pacific

Moving On and Beyond: Asia Pacific

October 2021

Whitepaper

Europe

Most Recent Data Suggests Lenders' "Risk-Off" Attitude

September 2021

Research Perspective

Asia Pacific

Greater Seoul Logistics | A Year in Review

September 2021

Research Perspective

North America

U.S. Research Perspective Q2 2021

August 2021

Research Perspective

Asia Pacific

Asia Pacific Research Perspective Q2 2021

August 2021

Research Perspective

Europe

Long Term Trends Alleviate Concerns On Runaway Inflation

July 2021

Research Perspective

Global

Impact of Interest Rates, Credit Risk and Inflation on REIT Performance

July 2021

Whitepaper

North America

Cold Storage

July 2021

Whitepaper

Europe

Climate-Informed Real Estate Returns In Europe

June 2021

Research Perspective

Asia Pacific

Investing Into The Recovery

June 2021

Webinar/Video

North America

Come in! We're Open.

June 2021

Webinar/Video

Europe

Will Logistics Continue To Be The Favorite Asset Class For Investors?

May 2021

Research Perspective

North America

U.S. Research Perspective Q1 2021

May 2021

Research Perspective

Asia Pacific

Asia Pacific Research Perspective Q1 2021

May 2021

Research Perspective

Europe

Mid-Year 2021 Outlook: COVID-19 Adaptations

April 2021

Research Perspective

North America

Essential Housing

April 2021

Whitepaper

Asia Pacific

Why We Keep Seoul Searching

March 2021

Whitepaper

Europe

How Resilient Are European Offices To Working From Home?

March 2021

Research Perspective

Europe

European Retail: The Good, The Bad & The Ugly

February 2021

Research Perspective

North America

U.S. Research Perspective Q4 2020

February 2021

Research Perspective

Europe

AEW's 7th New Data in Real Estate Lab

February 2021

Webinar/Video

Asia Pacific

Asia Pacific Research Perspective Q4 2020

February 2021

Research Perspective

Europe

Light Industrial Benefits From Strong Logistics Momentum

January 2021

Research Perspective

Global

Launching AEW’s Global Relative Value Perspective

December 2020

Whitepaper

North America

U.S. Research Perspective Q3 2020

November 2020

Research Perspective

Europe

2021 European Annual Outlook: After the storm

November 2020

Whitepaper

Asia Pacific

Asia Pacific Research Perspective Q3 2020

November 2020

Research Perspective

Asia Pacific

A Bright Future | Asia Pacific Logistics

November 2020

Whitepaper

Europe

Home Sweet Home - The Residential Sector Lies on Solid Foundations

October 2020

Research Perspective

Asia Pacific

A Focus on Greater Seoul Logistics

October 2020

Research Perspective

Europe

European Flash Report: COVID-19 Triggers Re-Financing Issues

September 2020

Research Perspective

North America

Property Appreciation, Inflation and What to Expect

September 2020

Research Perspective

Asia Pacific

Asia Pacific Flash Report: COVID-19 Special Update

August 2020

Research Perspective

North America

North America Flash Report: COVID-19 Special Update

July 2020

Research Perspective

Europe

European Flash Report: The Impact of COVID-19 on Future Office Supply

July 2020

Research Perspective

North America

Seniors Housing Research Perspective Q2 2020

June 2020

Research Perspective

North America

North America Flash Report: COVID-19 Special Update

June 2020

Research Perspective

Asia Pacific

Asia Pacific Flash Report: COVID-19 Special Update

June 2020

Research Perspective

Asia Pacific

Asia Pacific Research Perspective Q2 2020

June 2020

Research Perspective

North America

U.S. Research Perspective Q2 2020

June 2020

Research Perspective

Europe

European Flash Report: COVID-19 Special Update

June 2020

Research Perspective

North America

North America Flash Report: COVID-19 Special Update

May 2020

Research Perspective

Europe

European Flash Report: COVID-19 Special Update

May 2020

Research Perspective

Asia Pacific

Asia Pacific Flash Report: COVID-19 Special Update

May 2020

Research Perspective

Europe

European Flash Report: COVID-19 Special Update

April 2020

Research Perspective

North America

North America Flash Report: COVID-19 Special Update

April 2020

Research Perspective

Asia Pacific

Asia Pacific Flash Report: COVID-19 Special Update

April 2020

Research Perspective

Europe

European Flash Report: COVID-19 Special Update

April 2020

Research Perspective

North America

U.S. Research Perspective Q1 2020

March 2020

Research Perspective

Global

What Happens After Listed Real Estate Falls?

March 2020

Research Perspective

Asia Pacific

Asia Pacific Research Perspective Q1 2020

March 2020

Research Perspective

Europe

European Flash Report: COVID-19 Special Update

March 2020

Research Perspective

Europe

European Research Report: Managing & Pricing Climate Risk

March 2020

Research Perspective

Global

2020 Global Strategy Perspective

February 2020

Research Perspective

Europe

European Monthly Report: Niente Italia, niente vera Diversificazione

January 2020

Research Perspective

North America

2020 Isn’t Only Hindsight

January 2020

Whitepaper

Asia Pacific

Asia Pacific Research Perspective Q4 2019

December 2019

Research Perspective

North America

Seniors Housing Research Perspective Q4 2019

December 2019

Research Perspective

North America

U.S. Research Perspective Q4 2019

December 2019

Research Perspective

Europe

2020 European Annual Outlook

November 2019

Whitepaper

Europe

European Monthly Report: Independent Senior Living - An Investment With Longevity

October 2019

Research Perspective

Asia Pacific

Asia Pacific Research Perspective Q3 2019

September 2019

Research Perspective

North America

U.S. Research Perspective

September 2019

Research Perspective

Europe

European Real Estate Debt

September 2019

Whitepaper

Europe

European Monthly Research Report: Analysing currency hedging in Euro-denominated funds

July 2019

Research Perspective

Asia Pacific

Asia Pacific Research Perspective

June 2019

Research Perspective

North America

U.S. Research Perspective

June 2019

Research Perspective

Europe

Factor Investing in European Offices

June 2019

Whitepaper

Europe

European Monthly Research Report: Improved Climate for Impact Investing

May 2019

Research Perspective

Europe

European Monthly Research Report: Impact Of On-Line Retail Sales On Logistics Rental Growth

April 2019

Research Perspective

North America

Rising Interest Rates and REITs

April 2019

Whitepaper

Asia Pacific

Asia Pacific Research Perspective

March 2019

Research Perspective

North America

U.S. Research Perspective

March 2019

Research Perspective

Europe

AEW's Peripheral Property Perspective

March 2019

Whitepaper

Asia Pacific

Asia Coworking

March 2019

Whitepaper

Europe

European Monthly Research Report: the Impact of Tech

February 2019

Research Perspective

Europe

European Monthly Research Report: "Lower-for-longer" scenarios

January 2019

Research Perspective

North America

A Funny Thing Happened on the Way to the Longest U.S. Expansion

January 2019

Whitepaper

Asia Pacific

Asia Pacific Research Perspective

December 2018

Research Perspective

North America

Seniors Housing Research Perspective

December 2018

Research Perspective

North America

U.S. Research Perspective

December 2018

Research Perspective

North America

2018 U.S. Holiday Retail Outlook

December 2018

Presentation

Europe

2019 European Annual Outlook

November 2018

Whitepaper

Global

Global Market Update Q3 2018

October 2018

Research Perspective

North America

U.S. REIT Market Update Q3 2018

October 2018

Research Perspective

Europe

European Monthly Research Report: Non-Traditional Sectors

October 2018

Research Perspective

North America

Seniors Housing Research Perspective

September 2018

Research Perspective

Asia Pacific

Asia Pacific Research Perspective

September 2018

Research Perspective

North America

U.S. Research Perspective

September 2018

Research Perspective

Europe

European Office Review

September 2018

Whitepaper

North America

U.S. Research Perspective

June 2018

Research Perspective

North America

Wall Street vs. Main Street - The Search for Relative Value

June 2018

Whitepaper

Europe

Future-Proofing European Retail

June 2018

Whitepaper

Asia Pacific

Asia Pacific Research Perspective

June 2018

Research Perspective

Europe

European Relative Value Index

March 2018

Whitepaper

North America

Seniors Housing Research Perspective

March 2018

Research Perspective

North America

U.S. Research Perspective

March 2018

Research Perspective

Disclosure: This material is intended for information purposes only and does not constitute investment advice or a recommendation. The information and opinions contained in the material have been compiled or arrived at based upon information obtained from sources believed to be reliable, but we do not guarantee its accuracy, completeness or fairness. Opinions expressed reflect prevailing market conditions and are subject to change. Neither this material, nor any of its contents, may be used for any purpose without the consent and knowledge of AEW.