Analysis & Opinion – Page 3
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AnalysisIPE 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 PiecesGuest view: Investors eye REIT resilience amid turbulent times
With low investor expectations, REITs are inexpensive and overlooked
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AnalysisIPE RA ESG Briefing: Scalable soil carbon investment gains momentum
Recent deals demonstrate that soil carbon can operate at scale
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Opinion PiecesGuest 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 PiecesGuest view: Could Energy Star’s end improve global sustainability standards?
The proposed dismantling of ESPM is globally significant
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AnalysisIPE RA Asset Owners Briefing: All change at the Maple 8
Infrastructure gains, real estate challenges prompting leadership exits, rebrands
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Opinion PiecesGuest view: From paper to soil – why farmland is the new gold
Farmland emerges as “outside money” in a shifting global economy
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Opinion PiecesGuest view: Serviced apartments – the key to urban revitalisation
Serviced apartments drive urban regeneration, yielding economic, environmental and social returns
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AnalysisAnalysis: Will global real estate investors reallocate from US to Europe?
Anecdotal evidence from investment managers appears to support live conference poll
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Opinion PiecesGuest view: Navigating grid congestion – step up or risk missed opportunities
Grid congestion means higher energy costs and major roadblocks for development
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AnalysisIPE Real Estate Conference: Can Europe act as a global safe haven?
Live poll in Copenhagen suggests real estate investors reallocating away from US
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Opinion PiecesGuest view: Logistics – a strategic asset for any real estate investment portfolio
The sector’s investor participation was historically limited by a scarcity of suitable institutional-grade assets
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AnalysisMansion House Accord brings hope to UK’s institutional real estate industry
Timing of pension fund pledge could be critical
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Opinion PiecesGuest view: Holy auto-enrolment, it’s DC hero to the rescue
DC pension money has provided a boost to UK real estate
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Opinion PiecesGuest view: Real estate platform investments – a model for a changing market
An estimated 2-5% uplift to IRR is being underwritten due to potential platform value
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Opinion PiecesGuest view: Private credit meets infrastructure – unlocking a $150trn opportunity
As traditional lending scales back, private credit is stepping in to fill the gap
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Opinion PiecesGuest view: What does the EU sustainability omnibus mean for real estate?
Firms will save €6.3bn annually, plus one-off reporting costs, due to the omnibus, according to EC
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AnalysisAnalysis: Infrastructure investors grapple with unprecedented uncertainty
“You just can’t make firm decisions in this environment” – warning ahead of Trump’s ‘liberation day’
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Opinion PiecesGermany’s infrastructure package – more opportunities than risks?
Long-term impact of the package on interest rates and financing costs is yet to be determined
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AnalysisNatural capital – the nexus between corporate carbon and investment
Asset class is evolving fast, just as ‘corporate money is circling’, says New Forests CEO
