IPE Real Assets Analysis – Page 10
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AnalysisWhy real estate investors need to understand demographics
People – workers, customers and dwellers – are the fundamental source of demand for real estate, without which it has little value
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Analysis
Keep calm and Carillion
The collapse of Carillion should have a limited effect on institutional investment in UK infrastructure. Political uncertainty is a bigger concern
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Analysis
Call the Market: Rate reaction opens REIT opportunity
Real estate stocks have fallen recently. But a misunderstanding of the relationship between REITs and interest rates is creating an opportunity
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AnalysisInterview: Naïm Abou-Jaoudé, Candriam/New York Life
New York Life’s Candriam has bought a 40% stake in UK-based real estate manager Tristan Capital to expand its presence in alternatives assets
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AnalysisIFM Investors welcomes 'novel approach' of Trump's US infrastructure plan
Merit-based allocation of federal funds expected to be a positive catalyst
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AnalysisShould global infrastructure investors worry about Australian protectionism?
Fund managers call for greater clarity on new foreign ownership rules
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AnalysisQuestion mark hangs over logistics boom
A more protectionist world has huge implications for the global economy. And for global real estate it raises a big question mark over the markets
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Analysis
Meeting of minds: Aon/Townsend and Stepstone/Courtland mergers
Not long after Aon acquired Townsend, StepStone revealed that it planned to acquire Courtland Partners. What do these mergers say about the real estate investment advisory industry?
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AnalysisReal estate investors turn to debt strategies at top of market cycle
Capital protection sees investors flock to property debt funds
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AnalysisInfrastructure 2018 outlook: Investment volumes to rise?
2018 is already looking like another bumper year for infrastructure
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AnalysisPrincipal and Internos merger to add momentum to pan-European core funds
Takeover by US firm could provide another boost to burgeoning fund sector
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Analysis
Real estate behemoths prepare for the next phase
The real estate investment management industry has been on a steady upward trajectory in recent years. Its ascent has been fuelled in part by central-bank policies and volatility in the mainstream listed markets
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AnalysisIs infrastructure becoming too expensive?
Yields and return expectations are being squeezed, but investors are still seeing value
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AnalysisWill Patrizia and Aberdeen Standard go global?
German real estate investment manager Patrizia Immobilien is expected to increase its assets under management by nearly 50% when it completes its takeover of Triuva
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AnalysisCall The Market: Misallocation at the top of the market
Are investors being imprudent by buying prime European real estate at the top of the market?
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Analysis
Real estate, infrastructure and the bigger picture
You might have noticed that the magazine has changed. And in more ways than one. The design has been revamped, and so has the name.
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AnalysisAnalysis: Can Trump proposals really boost infrastructure investment?
US president announces executive order to streamline federal permitting
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AnalysisInvitation Homes and Starwood create $11bn single-family rental REIT
The creation of largest landlord reflects growing importance of sector for institutions
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Analysis
Rates rise up the agenda
Our investor survey has repeated the same message year on year: institutional real estate allocations continue to rise or remain stable
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AnalysisTale of two cities: UK rivals go to the polls with implications for real assets
Birmingham and Manchester to choose mayors for first time
