IPE Real Assets Analysis
Thought-provoking, critical analysis of the big issues and latest developments for real assets professionals from industry insiders and IPE’s reporters
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AnalysisAnalysis: What the Baltimore Bridge collapse means for real assets
Other US ports set to benefit, but local real estate and transport inflation unlikely to be affected
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AnalysisMIPIM 2024: Infrastructure gate-crashes real estate party
Major institutional investors converge on Cannes to discuss challenges facing asset class
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AnalysisNet zero: Piloting a new science-based roadmap for real estate
The SBTi has launched new guidelines for decarbonising the built environment, and 15 firms have been selected to pilot them. Razak Musah Baba reports
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AnalysisTime to target DACH region for distressed real estate debt?
Oliver Platt explains how financing gaps in Germany, Austria and Switzerland mean it could be time for global opportunistic investors to step in
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AnalysisM&A: The race is on to get bigger in infrastructure fund management
Does the BlackRock-GIP merger mark the start of an infrastructure arms race? Christopher Walker and Richard Lowe report
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AnalysisNashville: People and investors flock to the Sun Belt’s music city
Nashville is one of a number of Sun Belt markets to experience an influx of people – and real estate investors – in recent years. Vanessa Drucker explores what this really means for the city
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AnalysisUS real estate debt funds: Will it be ‘GFC 2.0’?
Real estate debt fund managers in the US are anticipating a wave of wide-ranging opportunities this year. Robin Marriott reports
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AnalysisAnalysis: The challenge of repurposing the UK’s office landscape
The conversion of BT Tower into hotel highlights need for innovation and planning flexibility
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AnalysisIPE Real Assets January/February 2024: Natural capital sees growth as real estate wilts
The outlook for real estate markets in 2024 is mixed, at best. The hope is it won’t be as bad as last year, when the asset class experienced varying degrees of repricing across the globe. As Tom Leahy, head of EMEA real assets at MSCI Real Estate Research, quips, “2023 has not exactly been a vintage year for real estate”.
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AnalysisReal estate 2024 outlook (part two): Interest rates, sectors and asset allocation
Outlook for real estate depends on central banks, sector differentiation and wider asset allocation forces
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AnalysisReal estate 2024 outlook (part one): Things can only get better?
It has been a year to forget for investors. Christopher Walker reviews what 2023 means for real estate markets in 2024
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AnalysisCOP28 reaction: A ‘shuffle’ rather than a step forward
Investors read between the lines of ‘transitioning away from fossil fuels in energy systems’
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AnalysisReal estate industry urges EU to develop new product labels for SFDR
INREV submits model response to SFDR consultation, proposing phase-out of Article 8 and 9
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AnalysisAnalysis: German renewables funds have to wait for beneficial tax reforms
Germany’s efforts to enhance its capital markets through the Financing for the Future Act have been accompanied by a delay in finalising regulations for fund investments in renewables. Luigi Serenelli reports
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AnalysisAnalysis: The demise of UK property funds?
The news that M&G would wind up its flagship vehicle prompts questions about the viability of the open-ended funds in the UK. By Richard Lowe
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AnalysisIPE Real Assets November/December 2023: RE AUM growth turns negative
When IPE Real Assets surveyed institutional investors about their real estate allocations in April this year, it became clear that a slowdown had started. Real estate had been one of the most favoured asset classes during a decade of low interest rates.
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AnalysisAnalysis: WeWork hands in its resignation
What does this week’s bankruptcy mean for landlords and flexible office competitors?
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AnalysisAnalysis: Has wind power peaked for institutional investors?
Turbine developers battle financial headwinds and investors face lower returns
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AnalysisAnalysis: UK govt advised to attract more private infrastructure investment
National Infrastructure Assessment published two weeks after HS2 U-turn
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AnalysisHS2: UK’s major infrastructure U-turn dismays global institutional investors
Real assets investors respond to the scrapping of the UK’s high-speed rail extension
