Analysis & Opinion – Page 4
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Opinion PiecesGuest view: Understanding flood risk across RLAM’s portfolio
Research suggests that flooding can reduce the value of a property by 30% in severe cases
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AnalysisWhat Germany’s €500bn plan could mean for infrastructure investors
Infrastructure and defence spending programme could be a ‘game-changer’ for private capital
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AnalysisMIPIM 2025: How everything is connected to data centres
Talk in Cannes was about digital infrastructure, operational risk, AI and office retrofits
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AnalysisCould investors be overlooking CEE’s real estate markets?
While geopolitical uncertainty pervades Europe, CEE property – especially retail – has been strong
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Opinion PiecesGuest view: The role of private debt in bridging the real estate financing gap
Despite its rapid expansion, private real estate financing in Europe still holds enormous growth potential
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Opinion PiecesRIF: Unlocking growth and investment opportunities in the UK
The RIF can drive economic growth via jobs, infrastructure and sustainability
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Opinion PiecesGuest view: The attraction of an equity partner in a challenging debt market
Property owners are getting smaller loans due to falling values and high interest rates
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Opinion PiecesGuest view: Capitalising on European value-add’s climb from correction
Limited investment has caused supply shortages, even in strong-demand sectors
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Opinion PiecesGuest view: Delivering a clean energy future for logistics real estate
Scaling clean energy delivery for HGV electrification faces major hurdles
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Opinion PiecesGuest view: Beyond fairy tales – the realities of sustainable forestry investment
The forestry sector must rely on robust data to prove sustainability claims
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Opinion PiecesGuest view: Unlocking sustainable infrastructure opportunities
In 2025, investors will focus on capitalising on key opportunities
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AnalysisDoes DeepSeek upend digital and energy infrastructure strategies?
Chinese AI breakthrough raises questions for headlong rush to build hyperscale data centres
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Opinion PiecesGuest view: Healthcare real estate – an appealing asset class for investors?
Investors are being drawn to healthcare assets due to their ‘strong infrastructure characteristcs’
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AnalysisEnergy transition: the state of play as Trump seeks to withdraw from Paris accord
Progress has been made on decarbonisation, but far more needs to be done to achieve targets
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AnalysisWill Musk’s government cost-cutting agency add further pressure on US offices?
Department of Government Efficiency threatens to weigh down an already depressed sector
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AnalysisMr Tariff: implications of Trump trade policies for real assets
Christopher Walker examines the implications of looming trade wars for real assets investors
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AnalysisOutlook 2025: Housing will be a key asset class for investors
Investors will continue to target the global demand-supply imbalance in residential markets
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AnalysisOutlook 2025: Infrastructure to power ahead?
Infrastructure could reach new heights in 2025, but political developments muddy the outlook
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Opinion PiecesGuest view: European real estate’s new dawn
At a global level, the outlook for real estate is largely positive
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AnalysisOutlook 2025: US real estate to take off after economic soft landing?
An economic soft landing bodes well for US real estate, but important questions need answering before investors get carried away
