ML models can help to predict investment patterns in actively managed REIT funds and help analysts and investors to both stay ahead of likely trends and potentially harvest additional alpha from systematic or more focused approach to trading.

Road transport activity around logistics assets fell by ca -0.5% on average in the period until September compared to the same period last year. UK and Ireland and Benelux where the two regions that recorded the largest declines of -2.4% and -1.1% respectively.

There is significant and highly persistent component of real estate factors in listed equity markets that investors can target in a consistent and repeatable way to harvest alpha in listed real estate securities allocations irrespective of equity market conditions.

Changes in freight volumes is an important indicator of future rental growth prospects for logistics markets a year in advance.

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.

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.