Analysis
Thought-provoking, critical analysis of the big issues and latest developments for real assets professionals from industry insiders and IPE’s reporters
Analysis: What the Baltimore Bridge collapse means for real assets
Other US ports set to benefit, but local real estate and transport inflation unlikely to be affected
MIPIM 2024: Infrastructure gate-crashes real estate party
Major institutional investors converge on Cannes to discuss challenges facing asset class
US real estate debt funds: Will it be ‘GFC 2.0’?
Real estate debt fund managers in the US are anticipating a wave of wide-ranging opportunities this year. Robin Marriott reports
M&A: The race is on to get bigger in infrastructure fund management
Does the BlackRock-GIP merger mark the start of an infrastructure arms race? Christopher Walker and Richard Lowe report
Analysis: Banking on a private debt boon
Fund managers have been positioning themselves for a private debt expansion. Lauren Mills asks are they right and will 2024 be a golden year for institutional lending?
Time to target DACH region for distressed real estate debt?
Oliver Platt explains how financing gaps in Germany, Austria and Switzerland mean it could be time for global opportunistic investors to step in
Nashville: People and investors flock to the Sun Belt’s music city
Nashville is one of a number of Sun Belt markets to experience an influx of people – and real estate investors – in recent years. Vanessa Drucker explores what this really means for the city
Net zero: Piloting a new science-based roadmap for real estate
The SBTi has launched new guidelines for decarbonising the built environment, and 15 firms have been selected to pilot them. Razak Musah Baba reports
M&A: The race is on to get bigger in infrastructure fund management
Does the BlackRock-GIP merger mark the start of an infrastructure arms race? Christopher Walker and Richard Lowe report
Analysis: The challenge of repurposing the UK’s office landscape
The conversion of BT Tower into hotel highlights need for innovation and planning flexibility
IPE Real Assets January/February 2024: Natural capital sees growth as real estate wilts
The outlook for real estate markets in 2024 is mixed, at best. The hope is it won’t be as bad as last year, when the asset class experienced varying degrees of repricing across the globe. As Tom Leahy, head of EMEA real assets at MSCI Real Estate Research, quips, “2023 has not exactly been a vintage year for real estate”.
Real 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
Real 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
COP28 reaction: A ‘shuffle’ rather than a step forward
Investors read between the lines of ‘transitioning away from fossil fuels in energy systems’
Real 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
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