IPE Real Assets Analysis – Page 4
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AnalysisInflation will reveal weaknesses in real estate assets
Real estate is widely regarded as a hedge against inflation, which is running at a 40-year high. Residential investments seem set to outperform the rest, finds Lauren Mills
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AnalysisIPE Real Assets July/August 2022: The net-zero marathon has started
There is a race on, and everyone must take part. But no one yet knows the course or the difficulty of the terrain.
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AnalysisMangroves: A natural route to resilient infrastructure
Alejandro Litovsky explains how these deep-rooted forests can be used to boost climate resilience in real assets
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AnalysisWhy Coima RES founders want to take the Italian REIT private
Public markets will not be able to support planned growth phase, says Manfredi Catella
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AnalysisIPE RE Conference: Investors must play catch-up on physical climate risk
Physical risk not being priced or mitigate to the same extent as transition risk
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AnalysisIPE RE Conference: Investors debate social impact amid rising rental controls
Real estate investors ‘on the cusp’ of major push into social impact investing
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AnalysisIPE RE Conference: Geopolitical risk and inflation here to stay
Bruno Maçães tells delegates in Amsterdam how the battle to ‘set the rules’ has only just begun
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AnalysisHow can investors ensure fair market valuations for alternative investments?
Fund managers of illiquid assets face growing scrutiny and complexity, writes Ingo Wichelhaus
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AnalysisAnalysis: The dismantling of AMP Capital
Florence Chong looks back at the history of the real assets fund manager
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AnalysisAnalysis: Ukraine and inflation throw up difficult questions
How will war and the prospect of stagflation affect European real assets and investor behaviour? Richard Lowe reports
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AnalysisIPE Real Assets May/June 2020: Inflation shoots up the agenda
As IPE Real Assets magazine went to press, the monetary policy committee of the Bank of England (BoE) was due to meet and is widely expected to increase interest rates by 25bps to 1%, the highest level since 2009. Like many central banks, the BoE is grappling with inflation, which in the UK rose to 7% in March, its highest level in 30 years.
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AnalysisReal estate fund managers should explore the UK’s new QAHCs and REITs
UK reforms could make vehicles attractive to UK pension funds and international investors
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AnalysisCan banks help improve energy efficiency of European commercial property?
Alternative lenders will be needed to play a part in the drive to net zero, says Dominic Smith
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AnalysisInflation: Keep calm and carry on
Real estate investors need not panic, but rising rates does have important implications, writes Alex Knapp
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AnalysisAnalysis: Infrastructure investors contemplate new European landscape
The Ukraine conflict has major implications for energy security and investors’ decarbonisation ambitions, writes Christopher Walker
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AnalysisWanted: space in the cloud
In today’s digital economy, data is highly valuable. And, so it seems, is the space needed to house it. This is the assumption, at least, behind a growing roster of institutional investors around the world.
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AnalysisBouwinvest and Man GPM push net-zero agenda in US housing
Net-zero build-to-rent joint venture launched as Dutch investor targets carbon neutrality
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AnalysisUK Solvency II reform must ease real estate requirements – and quickly
Melville Rodrigues argues that reform could free up insurers to help meet levelling-up ambitions
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AnalysisColin Lizieri: NBIM review provides valuable lesson for real estate investors
Norway’s sovereign wealth fund has reviewed its 10-year move into real estate. Colin Lizieri warns against drawing simplistic conclusions
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AnalysisNet zero: Joining the dots between real assets
The January/February 2021 edition of IPE Real Assets explores ESG and net zero
