IPE Real Assets Analysis – Page 5
-
AnalysisRegulation: Shaping the TCFD metrics for commercial real estate
How should the industry help develop the ‘right’ climate-related metrics for under TCFD guidelines?
-
AnalysisLights! Camera! Action! Why real estate is all in for investing in film studios
PwC’s Alexis Crow explores the growing trend of investing in studio space
-
AnalysisWill the US market finally open up to infrastructure investors in 2022?
Build Back Better bill hits stumbling block after passing of infrastructure legislation last month
-
AnalysisSecond wave of China REITs raise RMB5.1bn despite Evergrande fallout
First two new C-REITs, focused on industrial property and infrastructure, oversubscribed
-
AnalysisEditorial: Time to take flight?
The November/December edition of IPE Real Assets focuses on transport infrastructure
-
AnalysisAnalysis: Australian super funds forced to disclose unlisted holdings
Industry funds will soon have to disclose their unlisted real assets holdings, but not their individual valuations – for now. Florence Chong reports
-
AnalysisCOP26: APG calls for ‘smooth transition’ ahead of built-environment day
Real estate investor to continue to set decarbonisation pace regardless of summit success
-
AnalysisRegulatory briefing: What would launching a long-term asset fund entail? [updated]
What would be involved in running the UK’s proposed LTAF vehicle? Melville Rodrigues explains
-
AnalysisInfrastructure funds: Picking up the pace in ESG
ESG is becoming front and centre of infrastructure funds – and it’s not only about renewable energy
-
AnalysisAnalysis: Berlin housing more likely to see return of rent cap than expropriation
Referendum result could cause review of rules on affordable housing in German city
-
AnalysisStockland: The A$11bn REIT planning a major push into capital partnerships
The ‘self-sufficient’ top-five A-REIT pivots to collaborate with global investors under new CEO
-
AnalysisWill UK asset holding companies be coming home?
Melville Rodrigues considers whether UK alternative fund managers operating AHCs in the EU will repatriate their AHCs to the UK
-
AnalysisEditorial: A tale of many cities
One of the peculiarities of private real estate is its heterogeneity. Unlike many listed markets, it is not homogenous, with each individual asset coming with its own unique risks. You cannot ‘buy the market’ in the same way you can gain a passive beta exposure in listed equities.
-
AnalysisHow big a threat to real estate is the ‘brown discount’?
Kim Pollitzer attempts to quantify the effect of net-zero targets on property values
-
AnalysisAnalysis: COP26 looms over real assets
Ahead of November’s climate summit, real estate and infrastructure investors have much to think about. Christopher Walker reports
-
AnalysisIPE RE Conference: Copenhagen hosts critical debate about the future of cities
Institutional investors grapple with questions of urbanisation, climate change and impact investing
-
AnalysisAnalysis: Why Blackstone and Hudson are building film studios
The expansion of Sunset Studios is one of Blackstone’s highest ‘conviction themes’
-
AnalysisAnalysis: ESR-ARA merger a logical step in global logistics consolidation
Canadian institutions throw the weight behind US$5.2bn takeover
-
AnalysisDisclosure, disclosure, disclosure: Get ahead of regulation
ESG reporting raises significant strategic challenges for UK and European real estate fund managers. Melville Rodrigues suggests key solutions
-
AnalysisInside Cromwell’s plans for a €1bn portfolio of wooden buildings
Pertti Vanhanen pushes the concept after joining as European managing director in January
