Analysis & Opinion
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AnalysisIPE RA Real Estate Americas Briefing
Can Trump’s plan to use federal land solve the housing crisis?
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Opinion PiecesGuest View: Future-proofing data centres in the face of climate change
Firms are using network redundancy and physical security to enhance IT resilience
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AnalysisIPE RA ESG Briefing: Water risks from data centres demand sharper investor scrutiny
Investments in data centres have increased from $11bn in 2020 to $50bn in 2024
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AnalysisIPE RA Infrastructure & Natural Capital conference: Winds of change blow in Rotterdam
Annual investor gathering address geopolitics, energy transition, data and natural capital
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Opinion PiecesGuest view: Building resilience in climate-impacted real estate – the role of insurance
Real estate remains insurable for now, even as other sectors become uninsurable
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Opinion PiecesGuest view: Retail real estate – from pariah to performer?
In the right format and location, retail is a compelling value play
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AnalysisIPE RA Infrastructure Briefing: UK projects attract overseas pension capital
A host of overseas institutions have recently invested in two major UK infrastructure projects
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AnalysisIPE RA Real Estate APAC Briefing: Will data centres emerge as next major real estate play?
This year, APAC data centres have attracted over US$5bn in capital from global investors
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Opinion PiecesGuest view: Why investors are expanding in European grocery food retail
Sector’s defensive qualities and stable yields appeal to investors seeking security in a choppy market
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AnalysisIPE RA Asset Owners Briefing: Going long on social infrastructure
Infrastructure investors and fund managers often profess to represent ‘long-term’ capital
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AnalysisDoes a £4.7bn UK real estate fund merger reflect an existential crisis?
Why consolidation involving L&G and Federated Hermes is all about changes in the UK’s pension fund industry
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Opinion PiecesGuest view: Breaking the cycle – how today’s real estate investors can navigate macro uncertainty
Martin Towns explores the impact of recent macro upheaval on global real estate markets
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AnalysisIPE RA Real Estate Europe Briefing: Capital reallocation from US fuels Europe
Capital reallocation from US fuels European real estate market revival
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Opinion PiecesGuest view: Is Europe’s defence spending boost an opportunity for logistics?
Location is not enough; defence properties need specialised design
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Opinion PiecesGuest view: Global student flows are shifting, with Europe emerging as a key destination
Asian hubs such as Tokyo, Hong Kong, Singapore and Malaysia are emerging as alternatives
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AnalysisIPE RA Real Estate APAC Briefing: Is ‘flex living’ the living sector’s next chapter?
Bending student housing, permanent rentals and co-living to create ‘flex buildings’
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Opinion PiecesGuest view: Making the most of Europe’s forests
Europe represents the final frontier for institutional forestry investment within developed economies
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AnalysisIPE RA Real Estate Americas Briefing: Retail in the age of convenience culture
Occupancy rates at grocery-anchored centres have consistently outperformed non-anchored peers
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AnalysisIPE Real Assets ESG Briefing: ESG priorities shifting but remain a top priority in Europe
The strategic priority of ESG has fallen to pre-2021 levels in global importance
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Opinion PiecesGuest view: Is affordable housing a good investment?
Affordable housing offers steady, moderate-risk returns, but inconsistent risks exist
