Analysis & Opinion – Page 3
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Analysis
IPE Real Estate Conference: Can Europe act as a global safe haven?
Live poll in Copenhagen suggests real estate investors reallocating away from US
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Opinion Pieces
Guest view: Logistics – a strategic asset for any real estate investment portfolio
The sector’s investor participation was historically limited by a scarcity of suitable institutional-grade assets
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Analysis
Mansion House Accord brings hope to UK’s institutional real estate industry
Timing of pension fund pledge could be critical
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Opinion Pieces
Guest view: Holy auto-enrolment, it’s DC hero to the rescue
DC pension money has provided a boost to UK real estate
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Opinion Pieces
Guest view: Real estate platform investments – a model for a changing market
An estimated 2-5% uplift to IRR is being underwritten due to potential platform value
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Opinion Pieces
Guest view: Private credit meets infrastructure – unlocking a $150trn opportunity
As traditional lending scales back, private credit is stepping in to fill the gap
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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