Analysis & Opinion
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AnalysisIPE RA Real Estate Americas Briefing: Manhattan blues
In a $141m distressed deal, Vornado buys 3 East 54th Street from Charles Cohen
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AnalysisGuest View: Only scale can deliver on Europe’s living sector promise
Consolidation will likely define the next cycle as investors reconfigure their portfolios
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AnalysisIPE RA Real Estate Europe Briefing
Is Spain’s €2.5bn Help to Buy scheme failing to make homes more affordable?
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AnalysisGuest view: Let’s get SFDR 2.0 to work for real estate
A few challenges specific to the asset class need to be addressed
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AnalysisHow exposed are institutional investors to Trump’s single-family housing ban?
Institutional ownership ban looks likely to be enacted, leaving huge uncertainty for REITs and private investors
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AnalysisIPE RA Real Estate Americas Briefing
The K-shaped recovery and the ‘mispricing’ of real estate
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Opinion PiecesGuest view: Decarbonisation or energy security? Europe can have both
Data centres and other large-scale projects now prioritise sustainable energy solutions
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AnalysisIPE Real Assets ESG Briefing
From a year of pragmatism in 2025 to a year of resilience in 2026
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AnalysisOutlook 2026: Infrastructure to hit inflection point
Asset class expected to grow strongly, driven by European energy ‘super cycle’
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AnalysisOutlook 2026: New dawn for real estate?
Europe is projected to lead the global real estate recovery at a time of significant divergence across the world’s three main regions
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Opinion PiecesGuest view: Retail parks in Europe are ripe for institutional capital at scale
Constrained supply and high costs make older retail parks prime for value-add repositioning
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Opinion PiecesGuest view: The case for an EU affordable housing investment fund
The fund would be jointly anchored by European institutions and designed to attract private capital
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AnalysisIPE RA Real Estate Asia-Pacific Briefing
Australia’s retail boom: transaction volumes surge as investors hunt regional malls
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AnalysisIPE RA Real Estate Americas Briefing
Counting the cost of the US government shutdown for commercial real estate operators
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AnalysisIPE Real Assets ESG Briefing
Biodiversity impact, once peripheral to risk modelling, is rapidly becoming central
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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
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AnalysisIPE Real Assets Asia Pacific Briefing
Is Australia’s airport ownership now too concentrated?
