IPE Real Assets Analysis – Page 20
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Analysis
News analysis: Kings of the wild frontier
Are pension funds truly ready to invest in beyond the BRICS?
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Analysis
News analysis: Opportunity knocks
Is now the time for a pan-European mop-up of opportunistic real estate deals?
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Analysis
News analysis: Global investors return to Russia
Why are investors returning to such an opaque market, asks Shayla Walmsley?
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Analysis
News analysis: The UK's real estate malaise
London was the UK property market's only hope, but now even it's beginning to slow.
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Analysis
News analysis: Synthetics revisited
Will increased investor demand be enough to give derivatives depth?
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Analysis
News analysis: Real estate lenders beware
Recent deals suggest insurers are ready to move into senior debt.
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Analysis
News analysis: Europe's great state sell-off
Governments have mountains of assets to sell, but little idea of how to sell them.
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Analysis
News analysis: The problem is residential property, not REITs
Proposals for a social housing REIT overestimate appetite for UK residential, says Shayla Walmsley.
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Analysis
News analysis: Opera Uni-Invest
Rival bidders Valad and TPG/Patron prepare for CMBS vote on April 17
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Analysis
News analysis: Is core property past its prime
Cooked core is no longer a safe haven, but are real estate investors ready to move on?
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Analysis
News analysis: Why are property investors fixated with lease and location?
As investors target proxies for income security, they neglect macroeconomic factors at their peril.
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Analysis
News analysis: Is like-mindedness a red herring for investors?
Are investors focusing on the wrong thing when they fixate on the risk associated with fellow investors?
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Analysis
News analysis: Arrivederci, Roma
Will new laws and funds at last persuade Italian pension funds to invest beyond their borders?
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Analysis
News analysis: Revisiting the UK's institutional housing opportunity
Will the Montague Review reveal anything we do not already know about residential opportunities?
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Analysis
News analysis: US pension funds return to two Europes
Texas retirement scheme's investment in a pan-European portfolio may be a sign – but it's a weak one.
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Analysis
News analysis: The (Chinese-owned) road to riches
China is targeting European 'recovery' infrastructure assets – but not as you might expect.
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Analysis
News analysis: Why are pension funds suddenly guarded on infrastructure?
As government plans grow more ambitious, the pension funds they want to pay for them grow more cautious.
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Analysis
News analysis: There will soon be more secondary – but few bulk buys
Figures show banks have undertaken disposal strategies, but is this actually set to change?
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Analysis
News analysis: Conflicts of interest between investors in same fund
Shayla Walmsley looks at why smaller pension funds often feel disempowered when investing in property.
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Analysis
News analysis: Why investors will stick with Europe's listed real estate
Shayla Walmsley explains why listed's underperformance won't result in an investor exodus.