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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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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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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AnalysisThe ‘S’ in social impact real estate: a new science?
Measurement has proved elusive, but approaches are being implemented across the living sector
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AnalysisEuropean real estate fund managers push ahead with ESG agenda
Volatile global political backdrop not deterring investors from targeting net-zero objectives
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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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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
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AnalysisOutlook 2025: European real estate’s special K recovery
Investors will need to embrace active asset management to capitalise on a bifurcated recovery
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AnalysisNCC divests office project in Sweden to KPA
Swedish construction firm NCC has sold its Yrket 4 office development in Solna to KPA Tjänstepensionsförsäkring AB (part of Folksam Group) for SEK 3.6 bn (€313.5 mln).
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AnalysisNEPI Rockcastle bags Silesia City Center for €405m
NEPI Rockcastle has agreed to buy Silesia City Center, a shopping mall in Katowice, Poland.
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AnalysisUK to offer Increased property investment opportunities in 2025 - CBRE
CBRE’s UK Real Estate Market Outlook 2025 predicts economic recovery will gain momentum in 2025, fuelled by falling inflation and interest rate cuts.
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AnalysisNearshoring: Mexico takes a lead in logistics and manufacturing
Florence Chong speaks to Andrew McDonald-Hughes about the ascent of Mexico as a manufacturing and export hub
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AnalysisEuropean Real Estate Forum's Jeff Rupp on giving the industry a say in regulation
EREF brings together 48 organisations to give the European real estate industry a singular voice. Christopher Walker speaks to founder Jeff Rupp
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AnalysisOnshoring: Geopolitics, deglobalisation and the implications for logistics
Geopolitical uncertainty and deglobalisation is prompting a reconfiguration of global supply chains – with implications for logistics real estate. Florence Chong reports
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AnalysisOpportunities for data centre investment in the face of growing demand
Tania Tsoneva assesses the opportunities and challenges posed by data-centre investment today
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AnalysisLondon: Things can only get better for commercial real estate
Its viability as a commercial hub was undermined in the aftermath of Brexit and the pandemic. But now, writes Maha Khan Phillips, London could start to embrace its full potential
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AnalysisThe Big Story: Trump's re-election and the outlook for real assets investment
What will Donald Trump’s second term as US president mean for real estate and infrastructure? Christopher Walker investigates
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AnalysisDeglobalisation and real assets investing
Cracks in the post-war world order are prompting investors to start thinking about the future of global real assets investing. Florence Chong reports
