Analysis & Opinion – Page 2
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Opinion Pieces
Guest view: What does the EU sustainability omnibus mean for real estate?
Firms will save €6.3bn annually, plus one-off reporting costs, due to the omnibus, according to EC
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Analysis
Analysis: Infrastructure investors grapple with unprecedented uncertainty
“You just can’t make firm decisions in this environment” – warning ahead of Trump’s ‘liberation day’
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Opinion Pieces
Germany’s infrastructure package – more opportunities than risks?
Long-term impact of the package on interest rates and financing costs is yet to be determined
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Analysis
Natural capital – the nexus between corporate carbon and investment
Asset class is evolving fast, just as ‘corporate money is circling’, says New Forests CEO
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Opinion Pieces
Guest view: Understanding flood risk across RLAM’s portfolio
Research suggests that flooding can reduce the value of a property by 30% in severe cases
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Analysis
What Germany’s €500bn plan could mean for infrastructure investors
Infrastructure and defence spending programme could be a ‘game-changer’ for private capital
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Analysis
MIPIM 2025: How everything is connected to data centres
Talk in Cannes was about digital infrastructure, operational risk, AI and office retrofits
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Analysis
Could investors be overlooking CEE’s real estate markets?
While geopolitical uncertainty pervades Europe, CEE property – especially retail – has been strong
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Opinion Pieces
Guest view: The role of private debt in bridging the real estate financing gap
Despite its rapid expansion, private real estate financing in Europe still holds enormous growth potential
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Opinion Pieces
RIF: Unlocking growth and investment opportunities in the UK
The RIF can drive economic growth via jobs, infrastructure and sustainability
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Opinion Pieces
Guest view: The attraction of an equity partner in a challenging debt market
Property owners are getting smaller loans due to falling values and high interest rates
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Opinion Pieces
Guest view: Capitalising on European value-add’s climb from correction
Limited investment has caused supply shortages, even in strong-demand sectors
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Opinion Pieces
Guest view: Delivering a clean energy future for logistics real estate
Scaling clean energy delivery for HGV electrification faces major hurdles
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Opinion Pieces
Guest view: Beyond fairy tales – the realities of sustainable forestry investment
The forestry sector must rely on robust data to prove sustainability claims
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Opinion Pieces
Guest view: Unlocking sustainable infrastructure opportunities
In 2025, investors will focus on capitalising on key opportunities
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Analysis
Does DeepSeek upend digital and energy infrastructure strategies?
Chinese AI breakthrough raises questions for headlong rush to build hyperscale data centres
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Opinion Pieces
Guest view: Healthcare real estate – an appealing asset class for investors?
Investors are being drawn to healthcare assets due to their ‘strong infrastructure characteristcs’
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Analysis
Energy transition: the state of play as Trump seeks to withdraw from Paris accord
Progress has been made on decarbonisation, but far more needs to be done to achieve targets
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Analysis
Will Musk’s government cost-cutting agency add further pressure on US offices?
Department of Government Efficiency threatens to weigh down an already depressed sector
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Analysis
Mr Tariff: implications of Trump trade policies for real assets
Christopher Walker examines the implications of looming trade wars for real assets investors