IPE Real Assets Analysis – Page 10
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AnalysisKeep pace with technology
Tom Arnold, the global head of real estate at Abu Dhabi Investment Authority (ADIA), recently travelled to China where he met officials at Alibaba.
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AnalysisThe challenge of putting ESG into practice
Fund managers and investors call on the real estate industry to provide better ESG data
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Analysis
Triple Point courts investors for UK district heating
When Triple Point Investment Management won the contract to be the delivery partner for the UK government’s investment in heating networks, project director Ken Hunnisett realised much of the hard work had already been done.
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AnalysisThe power of connections
The average Wi-Fi speed across 67 European cities is 24mbps. But where can you get the fastest downloads?
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AnalysisAnalysis: Can America build bridges (and roads)?
The need to rebuild everything from roads to airports is one thing both parties in America’s divided political culture agree on
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AnalysisAnalysis: What the crisis surrounding IL&FS means for Indian infrastructure
Could India’s largest infrastructure lender be forced to sell assets?
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AnalysisIs the latest round of M&A a signal?
Real estate is often said to be a long-term, buy-and-hold asset class for institutional investors. But the success of investments invariably comes down to getting the timing right.
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Is CPPIB’s green bond the start of a trend?
Canada Pension Plan Investment Board became the first pension fund to issue a green bond. Elisabeth Jeffries assesses the significance
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Q&A: Pierre Lavalle, Canada Infrastructure Bank
In 2016 the newly elected Justin Trudeau government in Canada promised to review infrastructure investment in the country. One of the key pillars in its first budget was the creation of a Canada Infrastructure Bank. The bank’s CEO talks to Joel Kranc about its mandate.
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Analysis
Analysis: Are we due a real estate downturn?
Past experience suggests yes. But investors find themselves in unusual times
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AnalysisWill UK pension funds be hit by capital-gains tax on indirect real estate?
UK government reveals more on treatment of offshore collective investment schemes
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Analysis
Aviva Investors creates £37bn real assets platform
The company merges its property, infrastructure and debt capabilities, while selling its indirect real estate arm
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AnalysisDon’t unfriend data centres
A tech sector under greater regulatory pressure is not a reason to log out of data centres
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AnalysisShopping mall REITs: The deal breakers
Proposed mergers of shopping mall REITs appeared to go off the rails in April, but the shift may yet prove to be the precursor to more consolidation
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AnalysisReal estate fundraising jolts back to life
After concerns that real estate capital-raising could be slowing, all evidence points to continued appetite among institutional investors
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AnalysisAre critics of Brookfield-GGP deal ignoring strong asset performance?
Brookfield wins takeoever of US shopping mall landlord
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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
