IPE Real Assets Analysis – Page 4
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AnalysisNatural capital – the nexus between corporate carbon and investment
Asset class is evolving fast, just as ‘corporate money is circling’, says New Forests CEO
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AnalysisWhat Germany’s €500bn plan could mean for infrastructure investors
Infrastructure and defence spending programme could be a ‘game-changer’ for private capital
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AnalysisMIPIM 2025: How everything is connected to data centres
Talk in Cannes was about digital infrastructure, operational risk, AI and office retrofits
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AnalysisCould investors be overlooking CEE’s real estate markets?
While geopolitical uncertainty pervades Europe, CEE property – especially retail – has been strong
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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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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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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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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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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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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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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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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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AnalysisDeepSeek, what’s the outlook for data centres?
Will the data-centre boom continue after DeepSeek? Christopher Walker invokes Jevons paradox
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AnalysisGreystar prepares for the next phase of global student housing expansion
With its global infrastructure now in place, the US firm is ready for the next phase of expansion. Florence Chong speaks to CIO Wes Fuller and Asia-Pacific director Adam Pillay
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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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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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AnalysisThe ‘S’ in social impact real estate: a new science?
Measurement has proved elusive, but approaches are being implemented across the living sector
