IPE Real Assets Analysis – Page 14
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AnalysisInvestors brace for rough ride across Europe’s consumer-facing real estate sectors
Social distancing, travel bans and closures have decimated incomes for retail, F&B and leisure tenants
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AnalysisCOVID-19: Immediate and long-term effects on RE could be substantial [corrected]
Slowdown in transactions, denominator effect and the acceleration of long-term structural shifts
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AnalysisWill the return of UK onshore wind subsidies attract investors?
Aberdeen Standard points to favourable risk profile of onshore projects
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AnalysisAnalysis: UK government gives the green light to HS2
One of Europe’s biggest infrastructure projects has been given the go-ahead. But will HS2 generate opportunities for investors?
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AnalysisEditorial: Real estate investors embrace the future
The rise of fintech and its cousin proptech has spawned an assortment of start-up companies determined to transform real estate investment by disrupting some of its archaic traditions. But not every new platform or digital solution designed to revolutionise the industry is relevant to institutional investors – nor are they likely to last.
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AnalysisEditorial: Addressing homelessness and pension liabilities together
Domestic abuse is one of the leading causes of homelessness for women and children in the UK – it was found to be a contributory factor for 32% of female rough-sleepers interviewed by charity St Mungo’s.
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AnalysisValue-add funds: Hines brings ambitions of scale
Value-add funds are very popular today, but they tend to be dwarfed by opportunistic mega-funds. Hines has ambitions to encroach on their space
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AnalysisReal estate outlook 2020: The year UK real estate rebounds?
After December’s general election, Brexit looks set to happen at the end of January
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AnalysisQueen’s speech: Housing reform and how stakeholders reacted
Renters’ reform bill, discount on homes for local first-time buyers, reducing carbon footprint
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AnalysisUK election: Short-term boost for real estate, but questions remain
Real estate fund managers cautiously welcome Conservative majority in
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AnalysisAnalysis: UK general election and real estate
The UK is due to head to the voting booths once again on 12 December. What this means for real estate investors is as unclear as ever
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AnalysisL&G's Rob Martin on populism, capitalism and real assets
The rise of populism has prompted calls for a remodelling of capitalism. Real assets investors need to respond by making significant changes themselves
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AnalysisEditorial: Doing more with fewer real estate managers
Bayerische Versorgungskammer (BVK) is Germany’s largest pension fund and it is growing. The €69bn institution receives capital inflows of about €4.4bn each year, while paying out €3.2bn in annual pensions.
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AnalysisInterview: Shinji Kawano, Tokio Marine
The Japanese fund-of-funds manager is looking overseas for local specialists
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AnalysisIs infrastructure too expensive? In a word, no
There is an unprecedentedly large volume of capital earmarked for unlisted real assets, but the common observation today is that the markets are too expensive
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AnalysisAnalysis: Overdue fix for Swiss investment foundations [corrected]
Restrictions on vehicles used by pension funds finally being lifted
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AnalysisAre European sale and leasebacks about to take off?
With the launch of LeadCrest and a large transaction by Income Realty, the European sale-and-leaseback market suddenly got busier. Rachel Fixsen reports
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AnalysisComing soon: global open-ended funds
Why the emergence of global, open-ended core funds might be more than just a pipe dream. Richard Lowe reports
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AnalysisIs infrastructure on the right track?
Infrastructure fund managers had a record fundraising year in 2018 – and according to Preqin, 2019 could be even bigger. Although capital raised in the second quarter of this year was lower than it was in Q1, infrastructure was the only private capital asset class to see fund closures accelerate between March and June.
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AnalysisUS infrastructure plan: Roadkill
It was the one area expected to attract bipartisan support. But the US’s desperately needed infrastructure plan has fallen victim to political gridlock, says Christopher O’Dea
