IPE Real Assets Analysis – Page 8
-
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
-
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
-
AnalysisCOP28 reaction: A ‘shuffle’ rather than a step forward
Investors read between the lines of ‘transitioning away from fossil fuels in energy systems’
-
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
-
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
-
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.
-
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
-
AnalysisAnalysis: WeWork hands in its resignation
What does this week’s bankruptcy mean for landlords and flexible office competitors?
-
AnalysisAnalysis: Has wind power peaked for institutional investors?
Turbine developers battle financial headwinds and investors face lower returns
-
AnalysisAnalysis: UK govt advised to attract more private infrastructure investment
National Infrastructure Assessment published two weeks after HS2 U-turn
-
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
-
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
-
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
-
AnalysisInvestors target infrastructure for inflation protection and net zero
Cost-of-living crisis raises concerns over political/regulatory risks, survey and conference suggests
-
AnalysisAPG launches CRREM-compliant listed property index for Dutch pension funds
Dutch investment manager creates passive solution to filter out poorly performing listed stocks
-
AnalysisThames Water: Lessons of reputational risk for pension funds?
Institutional investors might change their perceptions of such ‘safe investments’ in the future
-
AnalysisThames Water: Private equity model was allowed to ‘outflank the regulator’
Did the Ofwat’s approach encourage investors to increase leverage and reduce investment?
-
AnalysisNet zero: Can institutional investors address the UK’s housing challenge?
If the UK is to reach net zero, it will need to do something about its swathes of inefficient housing
-
AnalysisIPE Real Assets May/June 2023: Investors sit out the market
Are institutional real estate investors on the sidelines? The latest numbers from MSCI Real Assets would suggest so. US commercial real estate transactions in the third quarter of this year fell by 56% relative to Q1 2022. Sales of office properties were the weakest since 2010.
-
AnalysisAnalysis: Infrastructure looks well placed amid inflation
What do higher-for-longer interest rates mean for infrastructure investments? Christopher Walker investigates
