Analysis & Opinion – Page 2
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Opinion Pieces
Guest view: Making the most of Europe’s forests
Europe represents the final frontier for institutional forestry investment within developed economies
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Analysis
IPE 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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Analysis
IPE 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 Pieces
Guest view: Is affordable housing a good investment?
Affordable housing offers steady, moderate-risk returns, but inconsistent risks exist
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Analysis
Ban on upward-only rent reviews could be ‘nail in the coffin’ for UK office sector
The proposed provisions in the Devolution Bill are likely to impact office landlords the most, placing particular pressure on secondary stock
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Analysis
What does the overhaul of the UK’s water industry mean for infra investors?
The government has responded immediately to a review of the UK’s troubled water sector
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Opinion Pieces
Guest view: We’ve gone back into the ‘70s, but not in the way you think
The 70s provide ‘an uncanny historical comparison to current market conditions’
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Analysis
Real assets fund managers respond to EU nature credits roadmap
Roadmap well intentioned, but lessons should be learnt from the UK and carbon markets
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Opinion Pieces
Guest view: The renaissance of necessity retail real estate
Nuveen, Angela Goodings: The renaissance of necessity retail real estate
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Analysis
IPE RA Real Estate Europe Briefing: Investors flock to Spanish retail amid strongest sales growth in years
Iberian Peninsula claimed Europe’s top three retail transactions by value in Q1
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Analysis
‘Big, beautiful bill’ supports US real estate but hits sustainability and renewables
President Donald Trump is delivering a radically new environment for real assets in the US
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Opinion Pieces
Guest view: European real estate in a trade storm
European property faces headwinds from Trump’s new tariffs
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Analysis
IPE RA Real Estate APAC Briefing: US policy uncertainty pushes Australian super funds to Europe
Australia funds have already allocated capital to Europe
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Opinion Pieces
Guest view: Decoding Europe’s office market rent hikes amid vacancy
Europe office leasing estimated to have increased by 3.5% year-on-year by Q1 2025
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Analysis
IPE RA Real Estate Americas Briefing: Looking for signs of a US slowdown
Looking for signs of a US slowdown in commercial real estate
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Opinion Pieces
Guest view: Investors eye REIT resilience amid turbulent times
With low investor expectations, REITs are inexpensive and overlooked
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Analysis
IPE RA ESG Briefing: Scalable soil carbon investment gains momentum
Recent deals demonstrate that soil carbon can operate at scale
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Opinion Pieces
Guest View: Europe strengthens as portfolio anchor amid trade volatility
Europe is no longer just a defensive play – it’s a strategic imperative
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Opinion Pieces
Guest view: Could Energy Star’s end improve global sustainability standards?
The proposed dismantling of ESPM is globally significant
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Analysis
IPE RA Asset Owners Briefing: All change at the Maple 8
Infrastructure gains, real estate challenges prompting leadership exits, rebrands