Analysis & Opinion – Page 4
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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
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Analysis
Outlook 2025: Housing will be a key asset class for investors
Investors will continue to target the global demand-supply imbalance in residential markets
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Analysis
Outlook 2025: Infrastructure to power ahead?
Infrastructure could reach new heights in 2025, but political developments muddy the outlook
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Opinion Pieces
Guest view: European real estate’s new dawn
At a global level, the outlook for real estate is largely positive
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Analysis
Outlook 2025: US real estate to take off after economic soft landing?
An economic soft landing bodes well for US real estate, but important questions need answering before investors get carried away
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Analysis
Outlook 2025: European real estate’s special K recovery
Investors will need to embrace active asset management to capitalise on a bifurcated recovery
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Opinion Pieces
Guest view: Why public-private cooperation is key to the energy transition
To achieve net zero, there’s going to need to be a lot more invested in change
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Opinion Pieces
Guest view: Understanding the Autumn Budget’s impact on property
The Budget is seen as promising, offering positive signals for the UK’s commercial property sector
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Opinion Pieces
Guest view: Aircraft leasing benefits from long-term trends
The aircraft leasing market is growing strongly and offers great opportunities for investors
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Opinion Pieces
Guest view: Why real estate mustn’t ignore megatrends like mass migration
The unprecedented levels of migrationEurope is now seeing is only the start
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Opinion Pieces
Guest view: How indoor environmental quality can drive ESG reporting
Indoor environmental quality significantly impacts well-being, energy efficiency and sustainability
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Opinion Pieces
Guest view: What’s next for UK altnets – the consolidation agenda
Altnet consolidation is driven by distressed asset acquisitions and value-accretive mergers
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Opinion Pieces
Guest view: Australia needs foreign investment for its net zero goals
Recent renewable energy transactions in Australia have traded at high valuations
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Opinion Pieces
Guest View: PBSA remains one of UK’s most resilient real estate sectors
Change in government policies could heighten supply/demand imbalance in the student housing market
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Opinion Pieces
Guest view: Balancing nature and timber production in Europe’s forests
The goal is to optimise forests for social, environmental, and economic benefits