Research Thinking Globally About Macro Trends & Real Estate

Our Research Leaders

Michael Acton
Head of Research

North America

Mike Acton, CFA, is a Managing Director of the firm and AEW’s Head of Research 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 33 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
Head of Research

Europe

Hans Vrensen is Director of Research for AEW Europe with responsibility for directing the firm’s research activities in Europe. Based in London, he is a member of the AEW Europe Investment Committee and a member of the firm’s Global Securities Allocation Committee. Mr. Vrensen’s 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, Mr. Vrensen acted as an external consultant to CREFC Europe prior to that served as Global Head of Research for DTZ.  Mr. Vrensen was also the Head of European Securitization Research at Barclays Capital prior to that a Senior Credit Officer at Moody’s Investor Services. He has a Masters in Economics from Vrije Universiteit Amsterdam and a Masters in Real Estate from the University of Wisconsin-Madison.

Glyn Nelson
Head of Research

Asia Pacific

Glyn Nelson is Director of Research 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’s responsibilities include monitoring, evaluating and forecasting the macroeconomic environment, demographic trends and capital market conditions across the region. Mr. Nelson serves as the Chair of the ANREV Research Committee and sits on the ANREV Executive Committee. 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

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

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

Asia Pacific

Asia Pacific Research Perspective

March 2018

Research Perspective

North America

A Special Theory of Relativity

January 2018

Whitepaper

Europe

2018 European Property Market Outlook

January 2018

Whitepaper

North America

2017 Holiday Retail Outlook

December 2017

Presentation

North America

U.S. Research Perspective

December 2017

Research Perspective

Asia Pacific

Asia Pacific Research Perspective

December 2017

Research Perspective

Europe

Logistics: The Next Logical Step?

September 2017

Whitepaper

North America

U.S. Research Perspective

September 2017

Research Perspective

Asia Pacific

Asia Pacific Research Perspective

September 2017

Research Perspective

Europe

Expanding the European Universe

June 2017

Whitepaper

North America

U.S. Research Perspective

June 2017

Research Perspective

Asia Pacific

Asia Pacific Research Perspective

June 2017

Research Perspective

Europe

Value Beyond the Gateway Markets

March 2017

Whitepaper

North America

U.S. Research Perspective

March 2017

Research Perspective

Asia Pacific

Asia Pacific Research Perspective

March 2017

Research Perspective

Asia Pacific

Asia Infrastructure

March 2017

Whitepaper

North America

U.S. Research Perspective

December 2016

Research Perspective

Asia Pacific

Asia Pacific Research Perspective

December 2016

Research Perspective

North America

Reflation, Rising Rates and Real Estate

December 2016

Whitepaper

North America

2016 Holiday Retail Outlook

December 2016

Presentation

North America

U.S. Research Perspective

September 2016

Research Perspective

Asia Pacific

Asia Pacific Research Perspective

September 2016

Research Perspective

Asia Pacific

Asia Research Perspective

June 2016

Research Perspective

North America

Views on the Hotel Sector

May 2016

Whitepaper

Europe

Brexit: The UK Referendum on EU Membership

March 2016

Whitepaper

North America

Demography is Destiny

December 2015

Whitepaper

Asia Pacific

Asia Research Perspective

December 2015

Research Perspective

North America

2015 Holiday Retail Outlook

December 2015

Presentation

North America

Real Estate GICS Classification

September 2015

Whitepaper

North America

U.S. Research Perspective

June 2015

Research Perspective

North America

Seniors Housing Investment Opportunity

May 2015

Whitepaper

North America

Seniors Housing Primer

May 2015

Whitepaper

Asia Pacific

Growth in China and the Evolution of Asia’s Megalopolises

February 2015

Whitepaper

North America

U.S. REIT Market Update

January 2015

Research Perspective

Global

Global REIT Market Update

January 2015

Research Perspective

North America

U.S. Income Inequality and Commercial Property Investment

January 2015

Whitepaper

Asia Pacific

Asia Research Perspective

December 2014

Research Perspective

North America

2014 Holiday Retail Outlook

December 2014

Presentation

Asia Pacific

Neighborhood Retail in Asia

September 2014

Whitepaper

Asia Pacific

Including Asia Pacific in your Real Estate Allocation

June 2014

Whitepaper

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.