Analysis & Opinion
-
Opinion PiecesGuest view: The future of European commercial real estate debt
By late 2026, Europe’s the landscape will look markedly different, writes Iryna Pylypchuk
-
AnalysisIPE Real Assets Asia Pacific Briefing
Is Australia’s airport ownership now too concentrated?
-
Opinion PiecesGuest view: Climate shift fuels demand for emergency air services
The demand factors for emergency aerial services remain strong
-
-
Opinion PiecesGuest view: Could AI create the first trillion dollar real estate manager?
AI’s widespread adoption could trigger industry upheaval
-
AnalysisIPE RA ESG Briefing: Regulation lag spurs private leadership in natural capital
Natural capital is transitioning from a niche concern to a mainstream investment theme
-
-
Opinion PiecesGuest view: Spain’s blackout will happen elsewhere unless we invest in grid resilience
The Spanish blackout indicts infrastructure underinvestment, not renewables
-
AnalysisIPE RA Real Estate APAC Briefing: Japanese money seeks Australian real estate
Investors are diversifying globally, finding Australia particularly attractive
-
AnalysisExpo Real: Can German defence spending revive European real estate?
Amid the Munich trade fair, Richard Lowe finds an industry desperate to find its next growth story
-
AnalysisIPE RA Real Estate Americas Briefing
Can Trump’s plan to use federal land solve the housing crisis?
-
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
-
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
-
AnalysisIPE RA Infrastructure & Natural Capital conference: Winds of change blow in Rotterdam
Annual investor gathering address geopolitics, energy transition, data and natural capital
-
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
-
Opinion PiecesGuest view: Retail real estate – from pariah to performer?
In the right format and location, retail is a compelling value play
-
AnalysisIPE RA Infrastructure Briefing: UK projects attract overseas pension capital
A host of overseas institutions have recently invested in two major UK infrastructure projects
-
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
-
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
-
AnalysisIPE RA Asset Owners Briefing: Going long on social infrastructure
Infrastructure investors and fund managers often profess to represent ‘long-term’ capital
