Analysis & Opinion – Page 2
-
AnalysisDoes a £4.7bn UK real estate fund merger reflect an existential crisis?
Why consolidation involving L&G and Federated Hermes is all about changes in the UK’s pension fund industry
-
Opinion PiecesGuest view: Breaking the cycle – how today’s real estate investors can navigate macro uncertainty
Martin Towns explores the impact of recent macro upheaval on global real estate markets
-
AnalysisIPE RA Real Estate Europe Briefing: Capital reallocation from US fuels Europe
Capital reallocation from US fuels European real estate market revival
-
Opinion PiecesGuest view: Is Europe’s defence spending boost an opportunity for logistics?
Location is not enough; defence properties need specialised design
-
Opinion PiecesGuest view: Global student flows are shifting, with Europe emerging as a key destination
Asian hubs such as Tokyo, Hong Kong, Singapore and Malaysia are emerging as alternatives
-
AnalysisIPE RA Real Estate APAC Briefing: Is ‘flex living’ the living sector’s next chapter?
Bending student housing, permanent rentals and co-living to create ‘flex buildings’
-
Opinion PiecesGuest view: Making the most of Europe’s forests
Europe represents the final frontier for institutional forestry investment within developed economies
-
AnalysisIPE RA Real Estate Americas Briefing: Retail in the age of convenience culture
Occupancy rates at grocery-anchored centres have consistently outperformed non-anchored peers
-
AnalysisIPE 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
-
Opinion PiecesGuest view: Is affordable housing a good investment?
Affordable housing offers steady, moderate-risk returns, but inconsistent risks exist
-
AnalysisBan 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
-
AnalysisWhat 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
-
Opinion PiecesGuest 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’
-
AnalysisReal assets fund managers respond to EU nature credits roadmap
Roadmap well intentioned, but lessons should be learnt from the UK and carbon markets
-
Opinion PiecesGuest view: The renaissance of necessity retail real estate
Nuveen, Angela Goodings: The renaissance of necessity retail real estate
-
AnalysisIPE 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
-
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
-
Opinion PiecesGuest view: European real estate in a trade storm
European property faces headwinds from Trump’s new tariffs
-
AnalysisIPE RA Real Estate APAC Briefing: US policy uncertainty pushes Australian super funds to Europe
Australia funds have already allocated capital to Europe
-
Opinion PiecesGuest 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
