IPE Real Assets Analysis – Page 3
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AnalysisNashville: People and investors flock to the Sun Belt’s music city
Nashville is one of a number of Sun Belt markets to experience an influx of people – and real estate investors – in recent years. Vanessa Drucker explores what this really means for the city
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AnalysisUS real estate debt funds: Will it be ‘GFC 2.0’?
Real estate debt fund managers in the US are anticipating a wave of wide-ranging opportunities this year. Robin Marriott reports
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AnalysisAnalysis: The challenge of repurposing the UK’s office landscape
The conversion of BT Tower into hotel highlights need for innovation and planning flexibility
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AnalysisIPE Real Assets January/February 2024: Natural capital sees growth as real estate wilts
The outlook for real estate markets in 2024 is mixed, at best. The hope is it won’t be as bad as last year, when the asset class experienced varying degrees of repricing across the globe. As Tom Leahy, head of EMEA real assets at MSCI Real Estate Research, quips, “2023 has not exactly been a vintage year for real estate”.
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AnalysisReal estate 2024 outlook (part two): Interest rates, sectors and asset allocation
Outlook for real estate depends on central banks, sector differentiation and wider asset allocation forces
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AnalysisReal estate 2024 outlook (part one): Things can only get better?
It has been a year to forget for investors. Christopher Walker reviews what 2023 means for real estate markets in 2024
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AnalysisCOP28 reaction: A ‘shuffle’ rather than a step forward
Investors read between the lines of ‘transitioning away from fossil fuels in energy systems’
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AnalysisReal estate industry urges EU to develop new product labels for SFDR
INREV submits model response to SFDR consultation, proposing phase-out of Article 8 and 9
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AnalysisAnalysis: German renewables funds have to wait for beneficial tax reforms
Germany’s efforts to enhance its capital markets through the Financing for the Future Act have been accompanied by a delay in finalising regulations for fund investments in renewables. Luigi Serenelli reports
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AnalysisAnalysis: The demise of UK property funds?
The news that M&G would wind up its flagship vehicle prompts questions about the viability of the open-ended funds in the UK. By Richard Lowe
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AnalysisIPE Real Assets November/December 2023: RE AUM growth turns negative
When IPE Real Assets surveyed institutional investors about their real estate allocations in April this year, it became clear that a slowdown had started. Real estate had been one of the most favoured asset classes during a decade of low interest rates.
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AnalysisAnalysis: WeWork hands in its resignation
What does this week’s bankruptcy mean for landlords and flexible office competitors?
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AnalysisAnalysis: Has wind power peaked for institutional investors?
Turbine developers battle financial headwinds and investors face lower returns
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AnalysisAnalysis: UK govt advised to attract more private infrastructure investment
National Infrastructure Assessment published two weeks after HS2 U-turn
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AnalysisHS2: UK’s major infrastructure U-turn dismays global institutional investors
Real assets investors respond to the scrapping of the UK’s high-speed rail extension
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AnalysisSan Franciso office market begins to unlock as sellers become ‘more realistic’
Blackstone’s discounted sale of North Park building reflects narrowing of bid-ask spread
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AnalysisGermany’s plan to boost investment in housing not enough, investors say
Government’s 14-point plan a step in the right direction, but unlikely to have immediate effect
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AnalysisInvestors target infrastructure for inflation protection and net zero
Cost-of-living crisis raises concerns over political/regulatory risks, survey and conference suggests
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AnalysisAPG launches CRREM-compliant listed property index for Dutch pension funds
Dutch investment manager creates passive solution to filter out poorly performing listed stocks
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AnalysisThames Water: Lessons of reputational risk for pension funds?
Institutional investors might change their perceptions of such ‘safe investments’ in the future
