IPE Real Assets Analysis – Page 3
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AnalysisGlobal student housing: more students, fewer beds
A glaring mismatch between enrolments and available accommodation is driving demand for PBSA globally. Florence Chong reports
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AnalysisBanking on beds: European real estate debt funds pivot to housing
Europe’s alternative lenders are being lured by the attractive supply-demand dynamics of the living sector. Virna Asara investigates
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AnalysisScape opens the door for investors to Australian student housing
The creation of an evergreen fund for Scape Australia’s prize portfolio will keep existing investors on board and attract new ones
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AnalysisGeopolitics to top the agenda at MIPIM investor discussions
Richard Lowe speaks to major institutional investors ahead of the French summit
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AnalysisNordic affordable housing: homing in on urbanisation
Rent regulation may be an obstacle in the Nordics, but urbanisation and sustainability offer attractive opportunities for innovative investors
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AnalysisFund strategies: safe as (affordable) houses?
Affordable housing is gaining favour with institutional investors as a stable, long-term play
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AnalysisCould niche hospitality markets help European housing affordability?
Hospitality and the living sector have long competed for space, but that might begin to change
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AnalysisMIPIM 2025 preview: Look both ways
The international real estate industry faces a crossroads as it convenes in Cannes
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AnalysisWill 2025 see comeback for core real estate?
Is the climate right for a revival in core real estate? Isobel Lee checks the forecast for the sector
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AnalysisThe Dot Group: joining the dots as 1m students beckon
From early mover to a multi-part business spanning the globe, The Dot Group is seeking further growth and has the capital to achieve it
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AnalysisDoes DeepSeek upend digital and energy infrastructure strategies?
Chinese AI breakthrough raises questions for headlong rush to build hyperscale data centres
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AnalysisEnergy transition: the state of play as Trump seeks to withdraw from Paris accord
Progress has been made on decarbonisation, but far more needs to be done to achieve targets
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AnalysisThe ‘S’ in social impact real estate: a new science?
Measurement has proved elusive, but approaches are being implemented across the living sector
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AnalysisEuropean real estate fund managers push ahead with ESG agenda
Volatile global political backdrop not deterring investors from targeting net-zero objectives
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AnalysisWill Musk’s government cost-cutting agency add further pressure on US offices?
Department of Government Efficiency threatens to weigh down an already depressed sector
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AnalysisMr Tariff: implications of Trump trade policies for real assets
Christopher Walker examines the implications of looming trade wars for real assets investors
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AnalysisOutlook 2025: Housing will be a key asset class for investors
Investors will continue to target the global demand-supply imbalance in residential markets
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AnalysisOutlook 2025: Infrastructure to power ahead?
Infrastructure could reach new heights in 2025, but political developments muddy the outlook
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AnalysisOutlook 2025: US real estate to take off after economic soft landing?
An economic soft landing bodes well for US real estate, but important questions need answering before investors get carried away
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AnalysisOutlook 2025: European real estate’s special K recovery
Investors will need to embrace active asset management to capitalise on a bifurcated recovery
