IPE Real Assets Analysis – Page 5
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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
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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
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AnalysisUK to offer Increased property investment opportunities in 2025 - CBRE
CBRE’s UK Real Estate Market Outlook 2025 predicts economic recovery will gain momentum in 2025, fuelled by falling inflation and interest rate cuts.
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AnalysisNEPI Rockcastle bags Silesia City Center for €405m
NEPI Rockcastle has agreed to buy Silesia City Center, a shopping mall in Katowice, Poland.
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AnalysisNCC divests office project in Sweden to KPA
Swedish construction firm NCC has sold its Yrket 4 office development in Solna to KPA Tjänstepensionsförsäkring AB (part of Folksam Group) for SEK 3.6 bn (€313.5 mln).
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AnalysisCOP16: Indigenous peoples and businesses both vital to biodiversity conservation
The recent COP16 in Colombia emphasised the dual importance of indigenous peoples and businesses in biodiversity conservation. Christopher Walker reports
