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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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
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AnalysisShould London emulate Amsterdam and embrace doughnut economics?
Real estate veteran Chris Brown is leading something of a citizens’ crusade to get London to adopt Amsterdam’s commitment to doughnut economics. Christopher Walker reports
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AnalysisAirport investments return along with rising passenger numbers
Air travel has rebounded since the global pandemic, and airports are once again changing hands. Florence Chong reports
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AnalysisData centres turn to nuclear to feed the power demand of AI
AI is so power-hungry that tech companies are turning to nuclear to power their data centres. Florence Chong reports on the new data-energy race
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AnalysisAddressing the demand for European residential real estate funds
People, government and investors all want more housing. Christopher Walker explores the growing market for European residential funds
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AnalysisCOP16: Indigenous peoples and businesses both vital to biodiversity conservation
The recent COP16 in Colombia emphasised the dual importance of indigenous peoples and businesses in biodiversity conservation. Christopher Walker reports
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AnalysisOptimism returns to Expo Real but questions remain about market recovery
Investors in Munich try to predict the nature of the ‘next chapter’ of the asset class
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AnalysisPCRAM: the climate risk methodology infrastructure investors need to be aware of
Devised by IIGCC, the methodology evaluates the cost of ignoring climate risk
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AnalysisIs now the time to look at developed market REITs?
With interest rates high – but cuts on the horizon – is now a time for investors to revisit developed-market REITs? Razak Musah Baba explores
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AnalysisGuest viewpoint: The EU extend ‘radical change’ to REIT regime
Rogier Quirijns takes a leaf from Mario Draghi’s report and calls for a more competitive REIT regime for the EU
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AnalysisThe UK seeks to ignite a ‘big bang’ and adopt the ‘Canadian model’
Will a ‘big bang’ pensions reform enable the UK to adopt the ‘Canadian model’ and direct billions of pounds into infrastructure? Christopher Walker and Richard Lowe, report
